Tools & Resources

Fuel Client Goals with In-Depth Portfolio Analysis

Access accounts, analyze client portfolios, and use market data to make smarter investing decisions with PIMCO Pro.

Expert Portfolio Tools and Analytics at Your Service with PIMCO Pro

When it comes to fixed income, active management and expertise matter. That’s why we built PIMCO Pro — to give you access to some of the same powerful portfolio analytics our investment teams rely on. Use PIMCO Pro to navigate today’s complex markets and keep client goals on track.

Build Personalized Solutions with Confidence

Review, compare funds, and portfolios across asset classes, run scenario analyses, and assess risk decomposition.
Prepare for Client Conversations

Generate Morningstar Hypothetical Reports, visualize performance trends, access macroeconomic insights, and generate client-ready reports to support your recommendations. Plus, partner with PIMCO to create and service your Managed Accounts.
Construct Client Portfolios with Strategic Clarity

Use capital market assumptions, glide path comparisons, muni bond ladders, and other optimization tools to tailor and align portfolios to client goals.

Expert Portfolio Tools and Analytics at Your Service with PIMCO Pro

Portfolio Tools and Analytics That Power Deeper Insights

Go beyond the surface and dive into PIMCO’s proprietary, forward-looking analytics.

Portfolio & Fund Comparison with Scenario Analysis

Run scenario-based analyses to simulate performance in different market environments and pair with risk and volatility analysis to understand portfolio behavior better.

Leverage Market Data at Scale with Capital Market Assumptions

Access PIMCO’s proprietary 5-year macroeconomic forecasts, plot portfolios on a return vs. volatility chart, and visualize alignment with the efficient frontier and optimize accordingly.

Morningstar Hypothetical Reports

Create reports that illustrate hypothetical outcomes and support your investment rationale.

More Ways PIMCO Pro Supports Your Practice

Enhance your workflow with additional tools designed to support portfolio customization, portfolio tracking, and deeper client insights.

Target Date Fund Analysis Tool

Compare glide paths and asset allocations. Analyze risk factors and performance over time.

Managed Accounts

Managed accounts allow for personalization and custom portfolios to maintain and serve your clients best interests.

Global Market Data Access

Daily and historical macroeconomic and asset class data. Exportable charts and multi-index comparisons.

Muni Ladder Tool

With municipal bond ladders, customizable rate and tax assumptions, and estimate return and cash flow.

Schedule a Demo

Let us show you around our library of free tools to help you find the ones that best fit your practice or receive personalized insights from our Portfolio Strategists.