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What are the best portfolio analysis tools?
Old 06-17-2010, 11:03 AM   #1
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What are the best portfolio analysis tools?

What on-line portfolio tools are the best? One that can give an accurate breakdown of investments (stocks, bonds, cash, etc) as well as the subcategories (like growth and value stocks; small cap, mid cap and large cap, etc). I use the Portfolio Analyzer on and that seems pretty good but am curious if there may be others out there that are better.

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Old 06-17-2010, 11:37 AM   #2
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Morningstar X-ray seems good, though I've never researched it's accuracy.

Instant XRay entry page

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Old 06-17-2010, 01:38 PM   #3
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M* Portfolio X-ray tool. It is much, much, much better than the Vanguard tool. It is not to be confused with the M* Instant X-ray tool already mentioned.

Here's how to use it: Asset allocation tutorial?
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