Wealthscope is a Portfolio Management System and Financial Analysis tool which has been integrated into Quotestream. It is available as a separate Pop-out module and is ideal for Financial Advisors, Wealth Managers and Self-Directed Investors.
A user can upload an actual or potential investment account to Wealthscope, and it will provide the following functions:
Portfolio Scorecard: A proprietary portfolio scoring system which evaluates the portfolio on 5 important portfolio dimensions and provides an overall score and grade.
Simulations: test portfolio ideas.
Planning tools: For retirement, education and other goals, with calculated probability of meeting target.
Portfolio Rebalancing: Compares your portfolio with your “target portfolio”.
Unique to Quotestream, it also integrates a streamer user's portfolio into Wealthscope’s portfolio analytics.
It is available in both Basic and Premium packages, although Premium is only available to Canadian users.
On downloading the Wealthscope Module, a user can import your pre-existing portfolio into the application. Ensure the following fields are populated:
- Number of Shares
- Price per Share
- Purchase Price
Wealthscope will apply its analysis to your positions. Please note that the following exceptions apply and a symbol will not be analyzed in the following circumstances:
- If it has a history of less than 36 Months.
- If it has a history of 36-47 months but comprises less than 10% of your portfolio.
- If the symbol is listed outside of North America.