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Pinpoint your portfolio’s strengths and weaknesses with Portfolio X-Ray®®

X-Ray Overview
X-Ray Overview X-Ray Details X-Ray Interpreter Stock Intersection
See the big picture with X-Ray Overview. Mouse over each section of the sample below to learn how X-Ray Overview dissects your portfolio and provides a clear, graphical view of your holdings.
How is your portfolio allocated?
How is your portfolio allocated? Asset allocation is a fundamental component of portfolio planning. This view shows your portfolio's overall bond, cash, and stock composition so you can quickly see if your asset diversification is as aggressive (more stocks) or as conservative(more bonds and cash) as you thought.
asset allocation stock sector fees and expenses
stock style stock type world regions
stock stats top 10 holdings