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Asset allocaltion worksheet?
Old 12-29-2014, 01:57 PM   #1
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Asset allocaltion worksheet?

My mom has decided that she wants me to look at her portfolio and make recommendations.

Does anyone know of an online program where I can simply plugin her holdings, and get an overall allocation of what is current? I know I can look it all up and do a worksheet but I am looking for a time saver.

any ideas??
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Old 12-29-2014, 02:00 PM   #2
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M* Instant X-Ray? but i'm not sure what you mean by "what is current".
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Old 12-29-2014, 02:18 PM   #3
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Perfect- thanks!


By "what is current" I simply mean that I want to see how her portfolio is diversified and how it has performed before I make any recommendations, taking into account her needs and spending.
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Old 12-29-2014, 03:51 PM   #4
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Originally Posted by bizlady View Post
Perfect- thanks!


By "what is current" I simply mean that I want to see how her portfolio is diversified and how it has performed before I make any recommendations, taking into account her needs and spending.
X-Ray will do that for you.
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Old 12-29-2014, 04:13 PM   #5
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I think you have to buy a M* premium membership in order to do the X-ray.
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Old 12-29-2014, 04:22 PM   #6
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I think you have to buy a M* premium membership in order to do the X-ray.
It can be done with a free account. It's called "Instant Xray"
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Old 12-29-2014, 04:24 PM   #7
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I think you have to buy a M* premium membership in order to do the X-ray.
Your local library might have a membership that allows full access -mine does.
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