Analyze Your Portfolio
From Many Angles

See the Full 360°
Use our 360° Evaluator to examine your portfolio across a number of dimensions. Instantly see the potential impact of adjusting allocations.
Evaluate your portfolio
360° Evaluator

Retirement Planning

Social Security Benefits Estimator
Social Security Benefits Estimator
Help your married, divorced, widowed and single clients develop a strategy for maximizing their Social
Security benefits.
Target Date Explorer
Target Date Explorer®
Analyze the universe of target date funds and produce customized client-ready reports
iRetire® by BlackRock
iRetire® is a retirement income planning tool that offers you a repeatable and engaging process to help your clients achieve their income goals in retirement, while helping you grow your practice and leverage your time.
Use iRetire
iRetire® by BlackRock

ETF Analysis

iBond Ladder Tool
iBond Ladder Tool
Create customized bond ladders with iBonds® ETFs and export your customized portfolio in a client-friendly PDF.
iShares Core Builder
iShares Core Builder Tool
Get a portfolio of iShares ETFs in minutes.
Factor Performance Tool
Factor Performance Tool
Use this interactive tool to see how factors have performed through economic cycles, market shocks and any other time period.
Report Generator Tool
Report Generator Tool
Create customized reports containing fund data on iShares ETFs.

Morningstar

Morningstar tools - with the exception of the multi-fund comparison tool - are no longer available. Please click here for a suite of tools to help you build better portfolios.

 

Thumb: Morningstar Multi Fund Comparison Tool

Morningstar Multi Fund Comparison Tool

Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.

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Other Tools

 

Thumb: Brand and Share

Brand and Share Tool

Customize client-friendly content with your logo.

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