Are you saving enough to retire? Does your current and future net worth stack up to that of your peers? Should your portfolio be performing better? CircleBlack’s customized portfolio analysis and benchmarking capabilities help you address these questions. Measure your progress and compare your wealth to that of people who are similar to you.
Choose how to break down your peer comparisons and benchmarking based on a specific set of parameters, including:
Leverage the CircleBlack investment and portfolio tracking software to truly understand how your investments are performing and how your wealth compares to peer portfolios. Major elements of your portfolio analysis include: