The new Personal Fund Portfolio Analysis Tool enables you to perform an aggregated cost analysis of an entire fund portfolio using the same algorithms and same up-to-date fund data as are used for the familiar cost analysis of a single fund.  The tool is available as a public Beta to all current paid subscribers for no additional charge. The Beta version enables you to create an unlimited number of portfolios, each with an unlimited number of fund positions.

To use the Portfolio Analysis Tool, click here.

A user’s guide for the Portfolio Analysis Tool is here: (html) or (pdf).

Please send any bug reports, questions, comments or suggestions to