How do I create my own composite benchmarks?


The best way to construct our own composite benchmark is to create a portfolio with the funds, investment objective averages, and /or indexes you wish to have in it.  A portfolio can contain several funds and/or indexes with different percentage weights assigned to each.  Such composite “Portfolio Fund” can be compared, graphed and reported upon as any other fund in the database.  You may create as many such benchmarks as you need.  Selecting funds for inclusion in a portfolio you have created is easily done through “tagging” funds.