This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in Morningstar Principia (1)


Mutual Fund Portfolio Analyzer

Created a program that allowed the creation of model portfolios using Visual Basic, Crystal Reports and FoxPro. This program created model portfolio reports that contained summary data information of fields selected from Principia. Additional fields such as up market, down market, and risk were created. Risk was calculated from the second level monthly returns data providing a meaningful risk figure.