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The Accumulator

Morningstar’s Portfolio Manager is like having your own accounting slave to track every shimmy and dart of your portfolio.

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If you like plotting your financial goals, pretty graphs and powerful pieces of free software then MoneyVista could be for you.

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Japan down! Europe up! Meanwhile our model passive portfolio of index funds gently bobs about.

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You can only plan for your financial future if you can estimate your portfolio’s expected return. Here’s how to do it.

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