Portfolio X-Ray


Morningstar’s Portfolio X-Ray components deliver best in class visuals for easy to interpret portfolio details. Go to market quicker by leveraging our industry recognized methodologies and calculations. Simple portfolio integration allows for on demand analysis so you don’t need to worry about unwieldy data collection, maintenance, or calculation creation.

MorningstarĀ® adds value as we drill down to the security level of a holding's database that covers 300,000 global managed investments. We’re expanding coverage daily and have a global team of 600 analysts responsible for the collection, analysis, and quality control of this data. Our coverage is timely, so you can be too.

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