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Tool to analyse overlaps
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racey
Posts: 166 Forumite


I've been using Morningstar's Xray tool to analyse my portfolio but feel it's an unnecessary expense now.
The only thing I miss is the tool to analyse any overlaps in my holdings. Is there anywhere I can find a free tool to do this?
The only thing I miss is the tool to analyse any overlaps in my holdings. Is there anywhere I can find a free tool to do this?
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I've been using Morningstar's Xray tool to analyse my portfolio but feel it's an unnecessary expense now.
The only thing I miss is the tool to analyse any overlaps in my holdings. Is there anywhere I can find a tool to do this?
It's a great bit of kit and a real eye opener if you have a good number of funds.
I found the same shares hitting 4 and 5 times across my portfolio of funds!0 -
There's a free version @
http://tools.morningstar.co.uk/uk/xray/editholdings.aspx?LanguageId=en-GB0 -
There's a free version @
http://tools.morningstar.co.uk/uk/xray/editholdings.aspx?LanguageId=en-GB0 -
noob here. what is overlaps?Another night of thankfulness.0
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elephantrosie wrote: »noob here. what is overlaps?0
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I never found an alternative to Morningstar Xray for analysing overlaps. I'm about to make some changes to my portfolio so it would be handy if I could find a tool for doing this. I don't mind paying for an app or some software for my MAC.
If all else fails I could take the free 14 day trial but feel that the £19 a month subscription is too much.
Anyway, any advice is much appreciated.0 -
I never found an alternative to Morningstar Xray for analysing overlaps. I'm about to make some changes to my portfolio so it would be handy if I could find a tool for doing this. I don't mind paying for an app or some software for my MAC.
If all else fails I could take the free 14 day trial but feel that the £19 a month subscription is too much.
Anyway, any advice is much appreciated.
So just use the free trial and telephone them to cancel before the 14 days are up. I think you can get a free trial once every 6 months.0 -
Even with the overlap. How much do actually have invested in a single share? Is it enough to have a material impact on the portfolio. With multiple holdings you've created little more than a form of tracker. Might as well hold some global funds and let the fund managers decide asset allocation. Retaining 20% to play with where you can invest in for specialist funds and individual shares.0
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