feeling_alone
New member
Good afternoon all,
The Air Force (and I believe other orgs like Military OneSource) provide premium access to Morningstar's premium tools like the portfolio x-ray, but as of the last month or so, I haven't been able to get them to work. It keeps asking me to log in with an account, which I have, but I still can't get detailed looks at my portfolio.
I'm starting to analyze my portfolio to rebalance and am looking for a tool to help me understand where I am over- and under-exposed. For example, with TSLA joining the S&P 500 but also already being held in several other funds I own, I want to know my overall exposure to single equities like that.
I'm also using Personal Capital but they only look at broad allocation asset classes and even then, it only gets down to funds unless you hold individual stocks.
Any preferences or recommendations?
The Air Force (and I believe other orgs like Military OneSource) provide premium access to Morningstar's premium tools like the portfolio x-ray, but as of the last month or so, I haven't been able to get them to work. It keeps asking me to log in with an account, which I have, but I still can't get detailed looks at my portfolio.
I'm starting to analyze my portfolio to rebalance and am looking for a tool to help me understand where I am over- and under-exposed. For example, with TSLA joining the S&P 500 but also already being held in several other funds I own, I want to know my overall exposure to single equities like that.
I'm also using Personal Capital but they only look at broad allocation asset classes and even then, it only gets down to funds unless you hold individual stocks.
Any preferences or recommendations?