Portfolio Analysis

Morningstar^® Instant X-Ray^SM 

Portfolio Analysis Tool

A simple way to identify what you own/what you don’t own/and what we can do to bring your investment portfolios back to balance.  Please contact us for a Complimentary Portfolio Review.

Key features of Morningstar Instant X-Ray include:

• Diversification analysis (style, capitalization, sector)
• Stock Intersection Reports that identify portfolio overlap
• Fundamental analysis
• Portfolio Snapshot (SM) reports (NASD Reviewed)
• Investment Details (SM) reports for each portfolio holding
• Customized client reports in PDF format with detailed performance, risk analysis and portfolio composition analysis
• Portfolio Snapshot reports and Investment Detail can be saved for future reference