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eMoney Advisor's Portfolio Analysis: User Guide for Efficient Portfolios, Exercises of Personality Development

Monash University (MU)Personality Development

This user guide provides instructions on how to use eMoney Advisor's Portfolio Analysis Center to create and analyze efficient portfolios for clients. The guide covers creating new analysis projects, adding assets or portfolios, and customizing client preferences. It also explains how to view asset mixes and run Monte Carlo simulations.

Typology: Exercises

2021/2022

Uploaded on 07/05/2022

gavin_99
gavin_99 🇦🇺

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1 | Plans: Portfolio Analysis Center
Portfolio Analysis Center
These training materials are intended solely for subscribers licens ed with eMoney Advisor and are not to be used with clients or other members of the general public.
In this user guide we will demonstrate how to use the Portfolio Analysis Center.
The Portfolio Analysis Center may be used to plot existing portfolios along the Return vs. Risk Graph as well as to
create Efficient Portfolios. It is intended to show the risk vs. return tradeoffs in making investment decisions. The
Portfolio Analysis Center allows the advisor to create model portfolios that appear in the client base facts and can
be used as the model for any asset or in a reinvestment transaction.
1. Click on Clients and choose a client.
2. From the Client Overview, click Plans.
3. Click Portfolio Analysis under Tools (towards the bottom of the page).
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Download eMoney Advisor's Portfolio Analysis: User Guide for Efficient Portfolios and more Exercises Personality Development in PDF only on Docsity!

1 | Plans: Portfolio Analysis Center

In this user guide we will demonstrate how to use the Portfolio Analysis Center.

The Portfolio Analysis Center may be used to plot existing portfolios along the Return vs. Risk Graph as well as to create Efficient Portfolios. It is intended to show the risk vs. return tradeoffs in making investment decisions. The Portfolio Analysis Center allows the advisor to create model portfolios that appear in the client base facts and can be used as the model for any asset or in a reinvestment transaction.

  1. Click on Clients and choose a client.
  2. From the Client Overview, click Plans.
  3. Click Portfolio Analysis under Tools (towards the bottom of the page).

2 | Plans: Portfolio Analysis Center

  1. Click Add to create a new Portfolio Analysis plan.

4 | Plans: Portfolio Analysis Center

  1. Select from the dropdown and click Add Asset/Portfolio.
  2. To view the asset mix of a given portfolio, select the name which is a BLUE hyperlink.

Please Note: Items may be removed by selecting from the corresponding RED X next to each item. If the advisor created a Custom Group, that group will show in the dropdown.

5 | Plans: Portfolio Analysis Center

  1. This page displays the current mix of asset classes.

7 | Plans: Portfolio Analysis Center

  1. In order to view the asset mix of the new portfolio, select New Portfolio, which is a blue hyperlink.
  2. Click New Portfolio.

8 | Plans: Portfolio Analysis Center

  1. This page displays the current mix of asset classes for the New Portfolio. The advisor may add or remove Asset Classes, or change the percents of any Asset Classes in this model portfolio. The total percent of Portfolio must equal 100%.

Please Note: Click Back To The Previous Page to return to the Analysis.

10 | Plans: Portfolio Analysis Center

The Asset Allocation page allows the advisor to view a side by side asset allocation graphs in addition to the dollar and percentage disparity in each asset class. Any predefined group, model portfolio, custom group or individual account may be compared against the same.

Select the Portfolio from the dropdown.

Please Note: Select from the dropdown for Asset Class View Detailed, High Level or Composite.

11 | Plans: Portfolio Analysis Center

The Monte Carlo Tab allows the advisor to run a simulation based on the portfolios that are desired. This Monte Carlo Analysis will do 1000 runs and will allow comparison drop down windows. The results will display within a chart line graph and also a table listing the details.