How to use our portfolio tools

Financial professionals can get questions answered and uncover best practices for using Advisor Center tools.
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Resources, videos and guides designed specifically to help financial professionals get started with Advisor Center tools today.

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Explore how our portfolio tools can help you build a stronger practice

The BlackRock Investment Quality tool lets you assess the health of your portfolios at an individual fund level and proactively identify opportunities to make changes.

Whether you’re interested in simplifying your due dilligence process, managing transition events, or wowing prospective clients, getting started with IQ is easy.

Choose a saved portfolio, multiple portfolios, or a list of holdings you’d like to analyze. Or, you can create a new portfolio from scratch. The tool can analyze 50 portfolios with up to 300 unique holdings at once.

Let’s select a saved portfolio to analyze.

The first analysis screen you’ll see is the Overview page where you’ll easily see a breakdown of how many funds in your portfolio fall into each of the three “health” status categories.

Scroll down to get a better understanding of why some funds may have been flagged for your attention. Or, click through to the Fund Details page to immediately dive deeper into funds in a particular health status category.

The IQ tool analyzes positions across 9 different criteria such as tax exposure or hidden risk. You can expand columns to explore further as you evaluate holdings.

Then dive deeper into a specific fund. From here you can review additional details, edit allocations or tag the fund for different follow up actions. Based on your current assessment, you can tag funds for consideration as “buy,” “hold,” or “sell.” Or, add a fund to your watchlist to check back in on it another time.

You can also check out additional fund ideas that might fulfill a reasonably similar position as a fund that has been flagged. Fund ideas include BlackRock and iShares products, and you can toggle here to show just mutual funds or ETFs. If you’ve previously tagged funds as ‘buy’, you can also toggle “show my buy funds” to show your preferred products as fund ideas.

Fund statuses will be updated monthly, so check back regularly to simplify your due diligence process and monitor portfolios over time.

The BlackRock Investment Quality tool lets you assess the health of your portfolios at an individual fund level and proactively identify opportunities to make changes.

Whether you’re interested in simplifying your due dilligence process, managing transition events, or wowing prospective clients, getting started with IQ is easy.

Choose a saved portfolio, multiple portfolios, or a list of holdings you’d like to analyze. Or, you can create a new portfolio from scratch. The tool can analyze 50 portfolios with up to 300 unique holdings at once.

Let’s select a saved portfolio to analyze.

The first analysis screen you’ll see is the Overview page where you’ll easily see a breakdown of how many funds in your portfolio fall into each of the three “health” status categories.

Scroll down to get a better understanding of why some funds may have been flagged for your attention. Or, click through to the Fund Details page to immediately dive deeper into funds in a particular health status category.

The IQ tool analyzes positions across 9 different criteria such as tax exposure or hidden risk. You can expand columns to explore further as you evaluate holdings.

Then dive deeper into a specific fund. From here you can review additional details, edit allocations or tag the fund for different follow up actions. Based on your current assessment, you can tag funds for consideration as “buy,” “hold,” or “sell.” Or, add a fund to your watchlist to check back in on it another time.

You can also check out additional fund ideas that might fulfill a reasonably similar position as a fund that has been flagged. Fund ideas include BlackRock and iShares products, and you can toggle here to show just mutual funds or ETFs. If you’ve previously tagged funds as ‘buy’, you can also toggle “show my buy funds” to show your preferred products as fund ideas.

Fund statuses will be updated monthly, so check back regularly to simplify your due diligence process and monitor portfolios over time.

Ready to get started? Access the “Tools” dropdown in the navigation bar, or visit our

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  • People conversing on couch

    Prospecting

    From Advisor Center, quickly create client friendly PDF reports that illustrate the value and potential impact of your proposed portfolio compared to the prospect’s existing portfolio.
    360° Evaluator 360° Evaluator
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    Discover additional assets

    Build a holistic analysis of a prospect or existing client’s total portfolio and discover additional client assets for management.
    360° Evaluator 360° Evaluator
  • balls of yarn

    Assess portfolio health

    Screen holdings against nine different areas of focus to see how many funds fall into each "health status" category. Gain insights into why certain funds may require your attention.
    Investment Quality Investment Quality
  • Red and black gaming dices on pink background

    Understand portfolio risk

    With BlackRock’s Aladdin® platform, better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis.
    360° Evaluator 360° Evaluator
  • Colorful chalk on black background

    Defend existing business

    Quickly leverage powerful risk analytics, stress testing capabilities, and clear visuals to articulate your value to existing clients.
    360° Evaluator 360° Evaluator
  • Underwater ocean wave

    Assess future market movements

    Stress test client portfolios against 30+ possible market events to help ease potential concerns about markets and the future.
    Scenario Tester Scenario Tester
  • Sewing pattern

    Minimize tax impact

    Find the size of pending capital gains distributions and days until distribution for funds in your clients’ portfolios, identify alternatives for these funds, and identify potential assets to tax loss harvest.
    Tax Evaluator Tax Evaluator
  • Senior woman and young child stretching on field

    Engage in versatile retirement discussions

    iRetire® is a retirement conversation starter that can help highlight the tradeoffs associated with retirement planning in an easy to understand interface that can help win and grow retirement assets for retirement income needs.
    iRetire iRetire
  • Climbing a cliff side

    Address the gap between expected and target returns

    Gain a better understanding of projected return and where a prospect or client’s portfolio stands today and explore opportunities to evolve the portfolio with a wide array of asset classes.
    Expected Return Analyzer Expected Return Analyzer
  • Colorful mailboxes

    Help meet clients’ real life goals with models

    Explore our menu of customizable model portfolios designed to help you seek better returns throughout a spectrum of risk objectives.
    Model Evaluator Model Evaluator
  • Coffee beans on pink background

    Guide clients in the accumulation phase of their retirement journey

    Provide an easy to generate client report that visually assists with future income projections, helping clients make informed decisions about saving and investing for their future retirement income needs.
    iRetire iRetire
  • Senior couple kissing under umbrella

    Guide clients in the decumulation phase of retirement

    Help clients close to or in retirement make decisions on sustainable spending amounts based on their current investments. Illustrate income stream from multiple sources including portfolio income, pensions, social security, and annuity income.
    iRetire iRetire

Explore commonly asked questions and view the full FAQ document here.

  • Advisor Center’s suite of sophisticated, quick to use tools make it easy to analyze portfolios, identify potential areas of risk, evaluate potential tax impacts and more, helping you build and manage resilient portfolios.

    With client friendly PDF outputs at the click of a button, you can share this information with clients and prospects in person or via email, to highlight the value you bring and how working with you could change their trajectory. This can help you build the confidence your clients need to invest, and stay invested, with you.

  • Simply click on the “Sign In” button at the top right of this page. You will be prompted to complete a quick form so we can verify your registration. If you’ve visited before, simply sign in and visit your favorite Advisor Center pages. Once you register or log in, you’ll gain access to Advisor Center’s suite of tools, insights, continuing education courses, and more exclusive to financial professionals.

  • Advisor Center’s suite of portfolio tools is powered by BlackRock’s Aladdin platform, the same risk technology relied on by many of the world’s largest financial institutions. With Aladdin, you can better understand potential risk exposures with holdings based analysis in addition to traditional, backward looking performance analysis. 78% of advisors say that portfolio risk is proactively brought up by clients.1 When speaking with your clients, you can position your access to tools powered by the Aladdin platform as a differentiator to help them better understand risk.

  • Nothing! Advisor Center is a complimentary suite of tools available to financial professionals to help analyze portfolios more quickly and have better conversations with clients. Your ability to go into Advisor Center as frequently as you want makes it easy to get fast answers. If there are topics for which you need deeper analysis, you may also have access to consultations with our Portfolios Solutions team and other value add or portfolio construction resources.

  • Whether you build your own models or leverage third party portfolios, you can upload those portfolios into Advisor Center in two easy ways: 1) Copy and paste a list of tickers and weights from an external datasheet (i.e., Excel) with ‘ticker’ in the first column and ‘weight (%)’ in the second. 2) You can also type in tickers and weights manually, searching a broad universe of US open end funds, closed end funds, ETFs, stocks, etc.

    Once uploaded, enter a name for the portfolio and use the dropdown to specify the portfolio type. See and manage all your portfolios at once in the Portfolio Library.

  • Click here

Tool tip corner: New Investment Quality tool

You now have the ability to upload a portfolio or list of holdings to identify the health of individual mutual funds and ETFs across your book. Quickly and easily review funds that may require your attention, identify focus areas for potential improvements, and proactively monitor your book over time.
Get started Get started
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POWERED BY Aladdin®

Put the power of the Aladdin platform at the heart of what you do.


Use Advisor Center's 360° Evaluator and Scenario Tester tools to see the value of the Aladdin platform as you analyze, compare and stress test portfolios.

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