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Investment portfolio analysis / x-ray

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    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?
    First Law of Contracting: Only the strong survive

    #2
    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.

    Comment


      #3
      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.
      First Law of Contracting: Only the strong survive

      Comment


        #4
        I get this free with my HL account
        Originally posted by Stevie Wonder Boy
        I can't see any way to do it can you please advise?

        I want my account deleted and all of my information removed, I want to invoke my right to be forgotten.

        Comment


          #5
          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.
          First Law of Contracting: Only the strong survive

          Comment

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