Pinpoint your portfolio's strengths and weaknesses.
At a glance, understand the basic characteristics of your portfolio including its asset allocation, exposure to different investment styles, geographic regions, and sectors. Plus, easily analyze how well your holdings and expenses are adding up to meet your financial goals.
Save your portfolio and these results when you register for Morningstar.com—It's Free & Easy. For more in-depth analysis about your portfolio become a Premium Member and utilize Portfolio X-Ray® with this 14-day free trial
To create a portfolio that you can save and whose returns you can track over time, become a free registered member of our sister site, Morningstar.com. Click here to go to the Morningstar.com registration page. To add cash holdings please add CASH$.