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| Welcome to the Virtual Training Center | ||
| Interpreting Workstation Portfolio and Investment Reports | ||
| To view the training videos, click on the
tinted titles of the videos below. If the training video opens in a browser or a player other than Windows Media Player, or if you have other technical issues while viewing this training video, please read the
help document by clicking
technical
recommendations.
If you have any comments or suggestions please email the virtual training center. |
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| Portfolio Snapshot Report (NASD-Compliant) | |||
| Sample Report (PDF) | |||
| The Portfolio Snapshot Report is the full offering of portfolio analytics, and can be generated in the Clients and Portfolio Module or as an add-on to a Hypothetical Illustration (Sales module). Watch the following videos and learn how to take this output and tell a story that a client can easily understand. To get the basics of how to build a quick portfolio for a client view Building Quick Portfolios using Dollar Values or Share Amounts. | |||
| • Section One- Composition, Style Box, and Sector Weightings (9:35) | |||
| • Section Two- Estimated historical performance and best/worst case scenarios (7:55) | |||
| • Section Three- Fundamental holdings-based analysis (8:56) | |||
| • Section Four- Risk/Reward Scatterplot, Relative performance graph, Standard Deviation, and MPT Statistics (6:49) | |||
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| Portfolio X-Ray Report (NASD-compliant) | |||
| Sample Report (PDF) | |||
| The Portfolio X-Ray Report is a trimmed down version of the Snapshot Report, and can only be generated in the Clients and Portfolio Module. Almost all of the performance information has been removed and replaced with attractive graphs depicting sector weightings and regional exposure. It's use is similar to the Snapshot Report, but the lack of performance information provides the advisor more control to discuss the problems in a new client's portfolio without having to always look at returns. | |||
| • Portfolio X-Ray Report Overview (12:57) | |||
| Portfolio X-Ray Stock Intersection Report (NASD-compliant) | |||
| Sample Report (PDF) | |||
| The Portfolio X-Ray Stock Intersection Report is can only be generated in Clients and Portfolio Module. This report is typically used as a tool to analyze overlap in a prospective client's mutual fund holdings, but can also provide value as an ongoing reporting device for existing clients. | |||
| • Portfolio X-Ray Stock Intersection Overview (6:30) | |||
| Investment Detail Reports (NASD-Compliant) | |||
| Sample Mutual Fund Report (PDF) | |||
| The Investment Detail Report is the only report that can be used as a reporting or recommendation tool for all investment universes. The appearance of the report will vary depending on the investment type (mutual funds, stocks, etc.). | |||
| • Mutual Funds Detail Report: Part One | |||
| • Mutual Fund Detail Report: Part Two | |||
| • Stock Detail Report | |||
| • Variable Annuity Subaccount Detail Report | |||
| • Variable Annuity Policy Report | |||
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| © Copyright 2004 Morningstar, Inc. All rights reserved. If you have questions or comments please contact Morningstar. |
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