Mutual Fund Analyzer — smarter portfolio evaluation

What does the mutual fund analyzer do for your portfolio?

The mutual fund analyzer reviews your entire mutual fund portfolio in just seconds — from risk metrics to overall performance, you get a clear snapshot without the need for spreadsheets or manual comparisons. Upload your funds or input details and let the analyzer highlight risk scores, strengths, and weaknesses, so you can make confident, data-driven decisions faster.

How does it show mutual fund risk and performance?

Right up front, you’ll see clear indicators for each fund: risk grades, historical returns, and diversification snapshots. You don't have to interpret confusing charts — the analyzer presents easy-to-understand scores and summaries, helping you spot underperformers or unnecessary risks in your portfolio instantly.

How can you compare multiple funds side by side?

Comparing funds is totally hands-free. The analyzer displays side-by-side results for every fund you include, so you can quickly choose which options work best for your goals. No more toggling between tabs or hunting for hidden fees — everything is surfaced for you to review at a glance.

What do you need to get started with this template?

It all starts with a trigger — simply upload your list of mutual funds manually, or set up a schedule to check your portfolio on autopilot. All you need are the basic fund details; the rest runs in the background with the help of AI. Just connect to CodeWords and you’re ready to go.