Investment portfolio analysis / x-ray Investment portfolio analysis / x-ray
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  1. #1

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    Default Investment portfolio analysis / x-ray

    Anyone know of any alternatives or competitors to Morningstar Premium which give a portfolio "x-ray" to see through etfs, shares, funds to their holdings so that you can see how diversified your holdings are overall?

    Portfolio X-Ray Highlighting your portfolio's strengths and weaknesses

    Reading the X-Ray Tool | Morningstar

    It costs about £20 per month, so was wondering if there are any free or low cost alternatives?
    We're all Crypto Millionaire's, now Dave...

  2. #2

    Still gathering requirements...

    rogerfederer is good enough for Jehovah!


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    Quote Originally Posted by _V_ View Post
    Anyone know of any alternatives or competitors to Morningstar Premium which give a portfolio "x-ray" to see through etfs, shares, funds to their holdings so that you can see how diversified your holdings are overall?

    Portfolio X-Ray Highlighting your portfolio's strengths and weaknesses

    Reading the X-Ray Tool | Morningstar

    It costs about £20 per month, so was wondering if there are any free or low cost alternatives?
    £20 is your low cost alternative.

  3. #3

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    Quote Originally Posted by rogerfederer View Post
    £20 is your low cost alternative.
    Seems to be. Don't mind paying, just didn't want to find out years later I've been wasting my money there.
    We're all Crypto Millionaire's, now Dave...

  4. #4

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    I get this free with my HL account
    “Live a good life. If there are gods and they are just, then they will not care how devout you have been, but will welcome you based on the virtues you have lived by. If there are gods, but unjust, then you should not want to worship them. If there are no gods, then you will be gone, but will have lived a noble life that will live on in the memories of your loved ones.”

    ― Marcus Aurelius

  5. #5

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    Quote Originally Posted by SimonMac View Post
    I get this free with my HL account
    I've recently opened a HL SIPP, does it use MorningStar for the x-ray into the holdings inside unit trusts, ETF's and funds?

    Stop press, I've found it on HL.

    http://www.hl.co.uk/investment-servi...-analysis-demo

    Will take a look, thanks.
    We're all Crypto Millionaire's, now Dave...

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