Portfolio Analysis Tool – 360° Evaluator| BlackRock

POWERED BY ALADDIN®

Analyze investments in a portfolio context in minutes. Import or create new portfolios, browse models or access saved portfolios to get started.

Analyze portfolio 360 evaluator tool

A portfolio analysis tool to create more ‘aha’ moments

Use 360° Evaluator to objectively analyze your portfolio across key attributes like exposure breakdowns, expenses, risk factors and much more. Share customizable client reports to show clients the value of what you do.

Get started Get started with 360

Analyze and build portfolios Prepare for client meetings Show prospects the difference

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360° Evaluator helps advisors ensure portfolios are designed to perform the way they’re intended and makes it easy to share essential information with clients. Drawing on data and analytics from Aladdin, 360° Evaluator empowers advisors to quickly and easily see the key attributes of a portfolio, compare it to other portfolios, and optimize for market movements and clients’ evolving needs.

Analyze portfolio 360 evaluator tool

Client portfolio chart

Communicate investment ideas to clients easily and in visually appealing ways. 360° Evaluator’s client report contains a portfolio summary that highlights portfolio holdings, analytics, insights, and more. Simplify your pre-meeting prep and enhance the client experience by using the report to help you set the framework for client meetings and enable more meaningful conversations with your clients.

Analyze and share Analyze and share

Compare your proposed portfolio side-by-side with your prospect’s current holdings to highlight the potential impact your proposal could have on their investments and outcomes. Further demonstrate your value with portfolio-specific insights and personalized reports that show how you could help change their financial outlook and help them reach their goals.

Compare portfolios Compare portfolios

Sample portfolio chart

Try 360° Evaluator with a sample portfolio

Not ready to upload your own portfolio? Start with one of ours to see what’s inside 360° Evaluator.

Analyze 60/40 portfolio Analyze 60/40 portfolio

Analyze 80/20 portfolio Analyze 80/20 portfolio

Upload your portfolio Upload your portfolio

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Let us show you around our library of free tools to help you find the ones best suited for your practice

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Put the power of the Aladdin platform at the heart of what you do.

Use 360° Evaluator to deliver a holistic portfolio analysis, powered by Aladdin, to help you make investment decisions with greater clarity in less time.