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Morningstar's Portfolio X-Ray evaluates what you hold from every angle and is of particular value when reviewing portfolios that include multiple funds or ETFs, or a blend of stocks and...
- Morningstar Portfolio X-Ray
- Stock Rover
- Portfolio Visualizer
- Empower Personal Dashboard
- SigFig
- Quicken Premier
- Final Verdict
Morningstar Portfolio X-Ray has the advantage of being what other services use to do a lot of their analysis and reporting. That’s because Morningstar has built a strong reputation for providing information and ratingson a wide range of investments, but particularly on funds. The service provides a wealth of analysis tools, including and especially...
Stock Roverhas a wealth of portfolio analysis tools that allow you analyze your own portfolios or sample ones you create on your own. Much like Portfolio Visualizer, which we share below, it has a lot of features that can be a bit overwhelming when you first fire it up. If you get used to it though, they will serve you quite well in terms of analys...
Portfolio Visualizeris the most technical of the portfolio analyzers in this review. It can be a little intimidating, given how much it’s able to do, but think of it less like a toolbox and more like the entire hardware store. You can pick and choose what you want to use. This analyzer can provide you with an aggregation of your portfolio, but it a...
Empower Personal Dashboardoffers a free version that provides basic investment assistance. The service is primarily designed to be a financial aggregator, giving you a high-altitude view of your entire financial situation. As part of the service, you can have your investment portfolio automatically downloaded to see all your holdings in one place. ...
SigFig isn’t a portfolio analyzer, but an investment management service commonly referred to as a robo-advisor.They’ll provide all investment management, including dividend reinvestment, periodic rebalancing, and ways to reduce taxes from your investment activities. The managed account requires a minimum initial investment of $2,000 and charges an ...
Quicken Premier has the major advantage of being part of the Quicken Family, which includes QuickBooks. Adding an investment analysis tool is a logical extension. The software not only enables you to track investment performance but also provides buy/sell advice, and regularly tracks both realized and unrealized gains. And in another feature you’d ...
There are many options when it comes to a portfolio analyzer and a lot of them are absolutely free. Some, like Personal Capital, are free because they will pitch you their wealth management services. Others are freemium, which means you can get a lot of their service for free but to get the full suite of tools you have to pay. Morningstar Instant X...
X-Ray drills down into your portfolio’s funds to display what assets they actually own, presenting you with a comprehensive analysis of you portfolio, including asset allocation, sector...
Sep 24, 2024 · One of my favorite tools within the portfolio manager is Morningstar X-Ray, which evaluates your portfolio and tells you where you stand on asset allocation, sector concentration, geographic holdings, and even equity styles (large/mid/small, value/core/growth).
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Morningstar Portfolio X-Ray. Evaluate your risk at both the portfolio and fund level. X-Ray gives you a clear view of your asset allocation, fees, sector weightings, stock styles, and more.
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Dec 2, 2014 · Looking at data for a stock, fund or ETF can tell you about its composition and performance individually, but the X-Ray tool aggregates this data for all the holdings in a portfolio to give...
