Fidelity X ray Tool

danm

All,
Pretty sure on the fidelity website there used to be a portfolio analysis tool. For the life of me i cannot find it now. Can anyone tell me where it is (assuming still on the website)

thanks
Dan

bowlhead99

I'm not a Fidelity customer, but Portfolio X-ray is a trademark of Morningstar who allow various fund platforms to bundle the tool through their sites.

If it turns out that Fidelity don't license it any more, you can do a trial of Morningstar premium to do your analysis.

http://www.morningstar.co.uk/uk/xray/overview

pinkllama

Isn’t it free?

http://tools.morningstar.co.uk/t92wz0sj7c/xray/editholdings.aspx

Linton

pinkllama wrote: »

Isn’t it free?

http://tools.morningstar.co.uk/t92wz0sj7c/xray/editholdings.aspx

The main portfolio Xray facility comes under Morningstar Premium, which is a pay-for service. However there is a free trial period and I have a possibly false memory that a constrained version is or was free.

LHW99

The free version seems to limit to about ten holdings I seem to remember

stephen160

It is still there on the Fidelity web site. The link is under your total holding then when the new page open select export on the top right of the page.
The report does not work with the edge browsers but works with Chrome