HI folks,
I'm looking for a good application that I can use to build and compare portfolios of mutual funds and stocks. I'd like to include funds I currently hold but also funds that I'm considering purchasing so I can evaluate how different holdings would impact my overall asset allocation and also be able to evaluate historical returns of the holdings as well as risk. I see that Morningstar allows me to do this. I'd value suggestions on what apps you are using.... thanks so much
