Documentation

Guides and reference for VizWealth — the investment analysis platform for financial advisors.

• →Getting Started
• →Why VizWealth Was Built
• →Use Cases — Wholesalers and Advisors
• →Total Return Charts and Drop Analysis
• →Bonds and Dividends
• →Comparing Investments
• →Risk-Reward Analysis with ROMAD
• →Identifying Market Leadership
• →Tracking Market Corrections
• →Model Portfolios
• →Investment Universe and Categories
• →Searching and Screening Funds
• →Watchlists and Mini Charts