Investment Universe and Categories
VizWealth lets you restrict the fund database to your firm's available investments, so every comparison, ranking, and suggestion you see reflects only what you can actually buy for clients.
Setting Up Your Investment Universe
To restrict your universe, click Investment Universe in the navigation. You can scope the platform to your firm — whether you're at Schwab, RBC, Merrill Lynch, Wells Fargo, or another custodian.
All you need is a list of ticker symbols. You can provide that list as a plain text file, a spreadsheet, or even paste it in directly. Once uploaded, VizWealth applies that universe globally: every screen, ranking, and recommendation will only surface funds that appear in your list.
If your firm is not among the pre-configured platforms, creating a custom universe is especially useful — it ensures that any suggestion or alternative VizWealth surfaces is one you can actually act on.
Browsing Categories
Go to Menu > Categories to explore investments organized by category. For each category, VizWealth displays:
- Total assets — aggregate AUM across funds in the category
- 6-month return — recent category-level performance
- Fund flows — how money is moving in and out of the category
Below the statistics, a Research Overview shows the category's current positioning: which areas are overweight, neutral, or underweight. This gives you a fast read on consensus sentiment before drilling into individual funds.
Click any category to see all funds within it. If the category has an asset class view available, it will appear automatically. For example, selecting Ultra Short Bonds shows you every fund in that sleeve, ranked and filterable within your universe.
Universe-Aware Suggestions
Every suggestion VizWealth surfaces — top Sharpe ratio funds, best three-year return candidates, category alternatives — is filtered through your active universe. You will never see a recommendation for a fund that isn't on your platform.
When comparing top funds, you can align their charts side by side. The dots on the chart are sized proportionally to relative return, so you can immediately see which fund led on performance and scan the drawdown profile of each to assess downside risk.
This makes the category and ranking tools most powerful when you are working within a firm-specific universe: every number you see and every alternative suggested maps directly to your investable opportunity set.