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...

Diversifying your portfolio across asset classes is the key to spreading investment risk and Morningstar’s X-Ray tool can quickly and easily help you recognise, adjust and monitor your...

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.

Q: What is Instant X-Ray? A: Instant X-Ray provides a quick overview analysis of your portfolio using Morningstar.com's proprietary portfolio analysis tools. You'll get insight into your...

Troubleshoot issues with missing data in X-Ray. Watchlists in Portfolio Manager vs. Investor Learn the differences between watchlists in Portfolio Manager vs. Investor.

See the big picture with X-Ray Overview. Mouse over each section of the sample below to learn how X-Ray Overview dissects your portfolio and provides a clear, graphical view of your holdings.

Portfolio X-Ray is a sophisticated analytical tool that provides an instant assessment of how your portfolio is diversified by region, sector and investment style, helping you uncover potential...

Analyze your portfolio with Morningstar's Portfolio X-Ray tool, providing detailed insights and analysis to help you make informed investment decisions.

Get free, instant analysis of stock or mutual fund investment portfolio holdings before trading with Instant X-Ray from Morningstar. To use Instant X-Ray, enter stock or fund ticker symbols...

Creating an X-Ray Report Morningstar’s signature account analysis tool shows high-level account information (asset allocation, style box diversification, stock stats, etc.) in a thorough,...