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User Guide

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X-Ray Overview

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.