Morningstar Portfolio Manager
GPTKB entity
Statements (53)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:software
|
| gptkbp:bfsLayer |
3
|
| gptkbp:bfsParent |
gptkb:aircraft
|
| gptkbp:analysis |
scenario analysis
what-if analysis investment analysis tools portfolio optimization tools |
| gptkbp:developed_by |
gptkb:Morningstar,_Inc.
|
| gptkbp:features |
risk assessment
performance tracking investment research portfolio analysis |
| https://www.w3.org/2000/01/rdf-schema#label |
Morningstar Portfolio Manager
|
| gptkbp:integrates_with |
gptkb:financial_services_company
brokerage accounts |
| gptkbp:market |
widely used by professionals
leading portfolio management software |
| gptkbp:performance |
return on investment
risk-adjusted returns benchmark comparisons |
| gptkbp:platform |
gptkb:operating_system
|
| gptkbp:primary_function |
investment portfolio management
|
| gptkbp:provides_information_on |
Morningstar database
|
| gptkbp:regulatory_compliance |
FINRA compliance
SEC compliance |
| gptkbp:release_date |
gptkb:2000
|
| gptkbp:reports_to |
customizable reports
performance reports transaction reports |
| gptkbp:security_features |
user authentication
data encryption |
| gptkbp:subscription_model |
subscription-based
|
| gptkbp:supports |
gptkb:railway_line
tutorials online resources stocks mutual funds bonds ET Fs |
| gptkbp:target_audience |
financial advisors
individual investors |
| gptkbp:training |
online courses
webinars in-person training |
| gptkbp:updates |
regular updates
monthly updates |
| gptkbp:user_base |
gptkb:Educational_Institution
retail investors thousands of users independent advisors |
| gptkbp:user_interface |
gptkb:operating_system
|
| gptkbp:user_reviews |
industry awards
positive user reviews |