Invesco Portfolio Illustrator ℠

Log in to explore the tool

Log in to explore the tool

Create a Proposal

Our easy-to-use tool was created with your clients in mind.

  • Four easy steps
  • Create a portfolio based on your client's risk tolerance
  • Choose Invesco mutual funds, UITs and ETFs or from the universe of mutual funds and ETFs
  • Review the portfolio and output before generating the report

Hypothetical Illustration

Invesco has made running a hypothetical illustration easier than ever.

  • Four easy steps
  • Select start and end date for analysis
  • Include systematic investments or withdrawals
  • Adjust for taxes and fees