Search results
People also ask
What are the best portfolio analysis tools right now?
What are the different types of portfolio analysis tools?
What tools do you use in a portfolio manager?
Why should you use portfolio analysis tools?
How can I check my portfolio's risk level?
What is the best portfolio visualizer?
Apr 4, 2024 · There are many portfolio analyzers out there and many are free – but which ones are worth using? Here are the best portfolio analysis tools right now: Table of Contents. Morningstar Portfolio X-Ray; Stock Rover; Portfolio Visualizer; Empower Personal Dashboard; Sigfig; Quicken Premier; Final Verdict; Morningstar Portfolio X-Ray
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...
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...
Jan 29, 2020 · X-Ray shows you your portfolio's sector weightings and style-box positioning. You can also use the Stock Intersection feature to see if you have a lot riding on a single stock. Also check...
Sep 4, 2024 · If you have a portfolio saved on Morningstar.com, use the X-Ray tab to determine your portfolio’s current asset allocation; you can then use that allocation to inform the weightings for...
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).
Mar 18, 2024 · Here, you can use Morningstar’s X-ray tool to evaluate your investments. The software also allows you to compare options and analyze portfolios for better management. You can compare the returns you’re seeing against the market average to give you a better view of how your portfolio is performing.
