Build, analyse and compare
Create, evaluate and save
Showcase your analysis
Transition to the new Portfolio Builder
How to import your Portfolio Builder data?
Your questions, answered
No. Unfortunately, the new Vanguard Adviser Portal doesn’t allow access for support staff. Only licensed financial advisers are able to register for and use Vanguard Adviser Portal.
No, you won’t have to pay a fee to use Portfolio Builder.
If one or more of the funds included in your portfolio were incepted recently, only performance after and including that year is reported.
The analytics are limited to what Morningstar data is available. Note that there can be multiple versions or classes of a unit trust, so make sure you select the correct one.
No. Morningstar data does not cover managed accounts.
No. Customised date ranges are not available.
The Portfolio Analysis page includes analytics and reporting on:
- Asset allocation and holdings
- Key facts
- Growth illustration
- Performance history
- Top ten holdings
- Trailing return
- Risk and return statistics
- Modern portfolio theory statistics
- Fundamental analysis
- Fixed income analysis
- Investment style
- Sector analysis
- Correlation mix
There is only one report available in the new Portfolio Builder covering all portfolio details.
No. We’re currently building Adviser Portal in collaboration with advisers to ensure we deliver the tools and features you need to service your clients’ accounts.