Sector Performance Charts & Research for Advisers

Sector performance charts visually compare how different market sectors are behaving over time. They help advisers explain leadership, rotation, relative strength, and changes in investor preference. Scatterplot’s charts are designed for client conversations, using clear visuals that translate complex market data into easier-to-understand investment context.

Scatterplot’s market and economy charts are generally updated daily using the most recent data available from third-party sources. Some data series update weekly, monthly, quarterly, or on another schedule, depending on the underlying provider’s release calendar. This keeps adviser visuals current while respecting the availability of each data set.

This service is designed for wealth managers, financial advisers, and investment professionals who need to communicate market developments clearly. It is especially useful for advisers who regularly prepare client presentations, market updates, portfolio reviews, or educational conversations and want polished visuals without building charts manually.

Yes. Scatterplot allows users to create customized slides with their logo, colors, and disclosures. The platform is built to keep presentations consistent across decks, making it easier for advisers to maintain a modern, credible brand experience while explaining market insights, sector trends, and investment concepts to clients.

The Plot provides chart-driven market insights authored by Sanjeev Pati, CFA. Recent topics include infrastructure sectors shaping the AI investment landscape, sector leadership since ChatGPT’s launch, rising U.S. equity concentration, and international diversification. The content is independent research and investment-related information intended to support clearer market understanding.

Yes. Scatterplot is built around client-ready visuals and presentation decks. Advisers can choose from a library of templates, preview and add slides to decks, manage multiple investment decks, and download them as PDFs or present directly from the platform. Guided talking points help make the visuals easier to discuss.

Scatterplot provides independent research and investment-related information through charts, visuals, and written insights. The platform is designed to support adviser communication and education, not to replace an adviser’s judgment or provide personalized investment recommendations. Users should apply their own professional analysis and client-specific suitability standards.

The Scatterplot Analytics Platform is listed at $99 per month and includes a 7-day free trial. Subscriptions renew automatically unless canceled, and fees are billed in advance. If canceled before the current billing period ends, users retain access until that period expires, with no prorated refund except as required by law.