Morningstar Portfolio Manager Pro
GPTKB entity
Statements (53)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:software
|
| gptkbp:bfsLayer |
3
|
| gptkbp:bfsParent |
gptkb:aircraft
|
| gptkbp:analysis |
market analysis
charts and graphs interactive dashboards investment analytics performance visualizations |
| gptkbp:character_customization |
customizable dashboards
user-defined metrics |
| gptkbp:collaborations |
team collaboration features
client communication tools |
| gptkbp:competitors |
gptkb:Wealthfront
gptkb:Black_Rock_Aladdin gptkb:e_Money_Advisor |
| gptkbp:developed_by |
gptkb:Morningstar,_Inc.
|
| gptkbp:features |
risk assessment
performance tracking portfolio analysis |
| gptkbp:feedback |
positive reviews
high user satisfaction |
| https://www.w3.org/2000/01/rdf-schema#label |
Morningstar Portfolio Manager Pro
|
| gptkbp:integrates_with |
brokerage accounts
financial planning tools |
| gptkbp:market |
widely used by professionals
leading portfolio management software |
| gptkbp:platform |
gptkb:Mac_OS
gptkb:operating_system |
| gptkbp:primary_function |
investment portfolio management
|
| gptkbp:provides_information_on |
Morningstar database
|
| gptkbp:regulatory_compliance |
compliance with financial regulations
adherence to industry standards |
| gptkbp:release_date |
gptkb:2010
|
| gptkbp:reports_to |
customizable reports
performance reports risk reports |
| gptkbp:security_features |
user authentication
data encryption |
| gptkbp:subscription_model |
annual subscription
|
| gptkbp:supports |
gptkb:railway_line
online resources |
| gptkbp:target_audience |
financial advisors
individual investors |
| gptkbp:training |
tutorials
webinars available training resources |
| gptkbp:updates |
regular updates
|
| gptkbp:user_base |
retail investors
investment managers wealth managers financial professionals |
| gptkbp:user_interface |
gptkb:operating_system
web-based |