iPad Screenshots


Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.

Features multiple charts for fund-to-fund or portfolio comparison:
- Table. Compare over 80 data points for side-by-side comparison.
- Mountain chart. Ability to focus on specific date ranges.
- Bar/line chart. Toggle between and line views, change Y-axis.
- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.
- Correlation chart. Assess the risk of high correlations with this chart.
- Sector. Shows details of how fund is represented by sector.
- Asset Allocation. See break-out of fund by asset allocation.
- Top holdings. Tap on a holding to see where it may overlap with other funds.
- Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals.

Try the new Fund Explorer tool and discover new investment opportunities!

Email, print, and share shareholder-approved PDFs with your saved charts.
Import your book of funds and portfolios automatically directly within the tool.

© 1998-2017, Putnam Retail Management

What’s New

Version 6.1.7

Minor bug fixes

Ratings and Reviews

Abir Roy ,

Very useful

Very useful for an financial advisor.

Lynn132084 ,

Simple, easy to use

This app is great for comparing funds when I'm meeting with clients or prospective clients. I especially like how quickly I can put together comparisons (it takes a few seconds) and portfolios.

Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another.

Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.

Sameasthem ,

Not worth the time...ESP for FAs

The app doesn't work. If you're an FA it looks like Putnam is just after personal info. When I speak to my rep again I'll ask to be un registered. It's junk.


Putnam Investments LLC
25.8 MB
Requires iOS 8.0 or later. Compatible with iPad.
Age Rating
Rated 4+
© Putnam Investments, LLC


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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