Portfolio analytics | Vanguard Canada

Compare portfolios

Create hypothetical client portfolios or select a Vanguard Model Portfolio and evaluate their potential response to current market conditions. Analyze hypothetical performance and risk statistics, compare two portfolios side-by-side, and more.

Fuel beneficial conversations with this flexible tool

Create, evaluate, and save client portfolios in one place.

Analyze performance, risk statistics, sector breakdowns, and more.

Showcase your analysis to your clients with a downloadable PDF.

Tool tips and how-tos

How can I access the Portfolio Analytics Tool?

What is the Portfolio Manager?

Who is the provider of the data?

What kind of analytics and reporting does the Portfolio Analytics Tool provide?

How do I create a Portfolio using "Search and select holdings"?

From the Portfolio Manager dashboard, select ‘Create a portfolio’ button.
This will take you to a ‘Let’s get started’ page where you can add holdings by clicking on the “Search and select holdings” option.

Search by product name or ticker using the search bar, select the product from the available list of products and apply a % or $ amount in the weight field. Select “Add”.
Once you have a portfolio equaling 100% or the $ amount desired, select “Save portfolio”.

How do I create a Portfolio using "Start with a saved portfolio"?

From the Portfolio Manager dashboard, select ‘Create a portfolio’ button.
This will take you to a ‘Let’s get started’ page where you can add holdings by clicking on the “Start with a saved portfolio” option

Select the portfolio you want to use a base. You can open or close a detailed view using the toggle. Click on the “Continue” button.
You can edit the existing holdings, add new holdings, or remove holdings. Once you have a portfolio equaling 100% or the $ amount desired, select “Save portfolio”.

How do I create a Portfolio using "Upload a file"?

From the Portfolio Manager dashboard, select ‘Create a portfolio’ button.
This will take you to a ‘Let’s get started’ page where you can add holdings by clicking on the “Upload a file” option

To import your existing holdings and allocations, click on ‘browse file’ or drag and drop your csv. file and click the ‘Submit’ button
You can edit the existing holdings, add new holdings, or remove holdings. Once you have a portfolio equaling 100% or the $ amount desired, select “Save portfolio”.

How do I analyze a single or multiple portfolios?

How do I generate a downloadable PDF portfolio report?

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Vanguard’s Model Portfolios are provided to investment advisors by Vanguard Investments Canada Inc., the manager of the Vanguard funds, to illustrate generally the ways in which the Vanguard funds can be used to comprise an investment portfolio for different investment objectives, risk profiles and time horizons.

These model portfolios are not provided as a recommendation or solicitation to buy or sell any security, including any security of a Vanguard fund. The information provided is not investment advice and is not tailored to the needs or circumstances of any particular investors. Vanguard’s Model Portfolios may change from time to time without notice. Vanguard shall not have any liability, contingent or otherwise, to any person for the quality, currency or completeness of the sample portfolio strategies.

Investment advisors should work with their clients to ensure that they select appropriate investments, and appropriate investment allocations, for their clients’ individual circumstances.

Model portfolio performance data is hypothetical, prepared with inherent limitations and the benefit of hindsight, and is not based on the performance of actual portfolios. Hypothetical trading does not involve financial risk. The hypothetical model portfolio performance data does not reflect the impact that material economic and market factors had or might have had on decision making if actual investor money had been managed. As a result, actual performance results may vary significantly.

Peak portfolio performance, demonstrated