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Learning, Sharing, and Teaching => Investor Alley => Topic started by: DrF on May 13, 2015, 09:12:07 AM

Title: Want to find out what investments you really have?!
Post by: DrF on May 13, 2015, 09:12:07 AM
While posting on another thread, I got to wondering if there was a tool out there that would automatically tell you what your asset allocation really entailed.

Ta-da!!

http://portfolio.morningstar.com/Rtport/Free/InstantXRayDEntry.aspx

Input the Ticker and the $ amount you have and it gives you a pretty readout of where your money is invested.
Title: Re: How do I find out what investments I really have?
Post by: forummm on May 13, 2015, 09:25:49 AM
Sorry, posted on wrong topic. Had too many windows open.
Title: Re: How do I find out what investments I really have?
Post by: Mighty-Dollar on May 13, 2015, 10:36:37 PM
Why can't you just look at your statements???
Title: Re: How do I find out what investments I really have?
Post by: arebelspy on May 14, 2015, 02:46:39 PM
Why can't you just look at your statements???

If you have multiple accounts spread among multiple providers, this gives an easy way to show the composition of your overall portfolio, weighting everything for you based on the amount invested.

I like it.

Thanks for posting, DrFunk!
Title: Re: How do I find out what investments I really have?
Post by: TreeTired on May 14, 2015, 03:18:49 PM
Very cool!   Lets you input combinations of stocks and ETFs (which is what I own)  and takes them apart and shows you what you have both by sector and asset type, then compares your percentages to the index (S&P 500)    Thanks.
Title: Re: Want to find out what investments you really have?!
Post by: DrF on May 15, 2015, 01:06:04 PM
Thanks.

Too often newbies post crazy AA scenarios. This is a simple tool that analyzes their portfolios for them.
Title: Re: Want to find out what investments you really have?!
Post by: wtjbatman on May 15, 2015, 02:33:04 PM
Also Personal Capital (http://www.personalcapital.com).