Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities.
Understanding Portfolio X-Ray Overview
- Asset Allocation: Understand how your holdings are diversified across asset classes.
- Stock Sector: See where you’re over- and under concentrated across twelve sectors.
- Fees & Expenses: Compare your expense ratio to similarly weighted hypothetical portfolios.
- Stock Stats: Assigns important ratios to your portfolio holdings, including P/E, P/B, ROA, and more.
- Stock Style Diversification: See your portfolio diversification across Morningstar’s Style Box.
- Stock Type: Our unique classifications, ranging from high yield to speculative growth, help you better understand if holdings match your investment style.
- World Regions: Global breakdown of your holdings.