Portfolio Analysis

Morningstar® Instant X-RaySM 

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