Analyzing my portfolio with X-Ray



Analyzing my portfolio with X-Ray

Portfolio X-Ray is a sophisticated analytical tool that allows you to dissect your portfolio and gain a clear view of your holdings.

You can evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions, view the stock holdings behind your mutual funds, measure performance against benchmarks and industry indexes, and stay up-to-date on the latest news and corporate actions relating to your holdings.

Portfolio X-Ray is proprietary technology provided through a partnership with Morningstar, a leading provider of independent investment research in North America, Europe, Australia, and Asia.

You must have an internet connection to view Portfolio X-Ray. In order to generate the Portfolio X-Ray analysis, we send your holdings and # of share to Morningstar through a real time Internet process. We do not send any personally identifiable information and Morningstar does not save any of the data sent from Quicken.

  1. Click the Investing tab and then select Portfolio X-Ray tab.
  2. Click the Getting Started button.
  3. If you have a user id, enter your Member ID and Password in the Existing Users: Sign in box. Select Remember me for one year if you wish to save your login details for a year. Click the Sign in button at the bottom of the box.

    If you are a new user, click the Continue button at the bottom of the New Users: Create an account box. Complete the registration process by adding required details.
  4. Upon successful sign in, Morningstar X-Ray page is displayed. Select the portfolio that you want to analyze from the drop-down list appearing on the page.

 

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.