360° Evaluator

Is your portfolio designed to perform the way you’ve intended?

Let our 360° Evaluator objectively analyze your portfolio across key attributes such as exposure breakdowns, expenses, risk factors and much more. Here’s how it works:

Upload portfolios
Import any portfolio in seconds. It’s as simple as copy
and paste.
Discover portfolios
Evaluate another portfolio side by side with yours. See possibilities for optimization.
Share reports
Use the customizable presentation to make recommendations to prospects and clients.

See what's new

Estimated Risk Breakdown
Estimated Risk Breakdown
Sophisticated risk analysis to help you better prepare and manage your portfolio with BlackRock’s Aladdin® platform.
Simplified Client Report
Simplified Client Report
Client-friendly output designed for your client and prospect conversations.
Portfolio Insights
Portfolio Insights
Portfolio-specific insights delivered in plain English.