Getting Started with VizWealth
VizWealth is a tool for financial advisors and investment professionals to analyze and monitor investments, and improve client communication. This guide gets you up and running.
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Create a free account at vizwealth.com. No credit card required.
The Ticker Box
The ticker box is the starting point for most analysis in VizWealth. Type any symbol — ETF, mutual fund, index, stock, or currency pair — and press Go. You can enter multiple symbols at once to compare them side by side.
To build a model portfolio, use the weighted syntax:
(0.60 SPY) (0.40 AGG)
See Model Portfolios for details.
Aligning Charts
When comparing two or more investments, click Align Charts to set the same start and end date for all of them. This ensures you are comparing returns over identical periods — apples to apples.
The Homepage Dashboard
The homepage shows real-time drawdowns from peak for major indices, sectors, and world markets — calculated minute by minute. It is the fastest way to orient yourself and your clients to current market conditions.
See Tracking Market Corrections for a full walkthrough.
All Guides
Understanding VizWealth
| Why VizWealth Was Built | The problems it was designed to solve — price charts, alternatives, fixed income |
| Use Cases — Wholesalers and Advisors | How different audiences use the tool day-to-day |
Charts and Analysis
| Total Return Charts and Drop Analysis | How drop highlighting works, zooming, stress-period comparisons |
| Bonds and Dividends | Total return for fixed income, the - prefix trick, the PIMCO example |
| Comparing Investments | Side-by-side comparisons, gold vs S&P, reversion to the mean |
| Risk-Reward Analysis with ROMAD | Return over max drawdown, QQQ vs TQQQ worked example |
| Identifying Market Leadership | Dashboard overview, the wind bar, international vs domestic |
| Tracking Market Corrections | Real-time peak-to-current drawdown, patented technology |
Building Portfolios
| Model Portfolios | Weighted ticker syntax, rebalancing, pre-built portfolios |
| Investment Universe and Categories | Restricting to your firm's platform, browsing 115 categories |
| Searching and Screening Funds | Keyword search, Sharpe ratio sort, the Gupta Spot ranking, Top Funds |
Managing Your Workspace
| Watchlists and Mini Charts | Groups, peak drawdown monitoring, notes and hashtags |