Portfolio X-Ray is a Morningstar component that enables an adviser to understand the fundamental characteristics of client portfolios. The functionality allows to screen a particular asset as a whole and not breaking down into transaction level. The Portfolio X-Ray tool enables the adviser to explore true asset allocation while uncovering exposure to various investment styles, geographic regions, sectors, and more. It provides insights to Advisors giving them crystal clear ideas on diversification quality of an overall portfolio across varied criteria.
Step to Access Portfolio X-Ray
- Select a client and hover to reports tab. You would find Portfolio X-Ray in the options available in the drop-down