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portfolio x-ray

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  • portfolio x-ray

    Hi folks.

    I'm looking for an online tool where I can specify my mutual fund holdings and have it spit out how much I have invested overseas, in commodities, domestic equities, etc. Morningstar has such a tool, but only if you're a paying member.

    Are there any free tools that accomplish the same thing? Thanks!
    seek knowledge, not answers
    personal finance

  • #2
    how many funds do you have? why not just use a calculator or Excel?

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    • #3
      I was able to use Morningstar's X-Ray without being a member.

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      • #4
        Basic X-Ray is free, but you want detailed information (by clicking on specific links within X-Ray), that would require membership. For detailed information, I usually turn to the prospectuses.

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