Using the Portfolio Manager to identify new opportunities - 23 Aug

Track, improve and optimize your portfolio with InvestSMART

Join our Product Specialists, Daniel George and Vince Frisina, for an overview of how to use our free online Portfolio Manager™.
They will take you through how to add your assets, what the Health Check™ feature means, and how to identify opportunities to add further value to your portfolio, with a brief look at InvestSMART’s Separately Managed Accounts (SMAs).

Topics covered include:

  • How to use Portfolio Manager™ to help you optimize your portfolio
  • How to minimize risk and protect your portfolio
  • The importance of diversification and appropriate asset allocation
  • What are InvestSMART’s SMAs and how can they help you
  • And have your questions answered

Register here 

Want to know more about our portfolios? 
Find out more about InvestSMART's range of investment opportunities.


Want access to our latest research and new buy ideas?

Start a free 15 day trial and gain access to our research, recommendations and market-beating model portfolios.

Sign up for free

Related Articles