Investment portfolio analysis / x-ray

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_V_ replied

18 June 2018, 18:02
Originally posted by SimonMac View Post

I get this free with my HL account

I've recently opened a HL SIPP, does it use MorningStar for the x-ray into the holdings inside unit trusts, ETF's and funds?

Stop press, I've found it on HL.

http://www.hl.co.uk/investment-servi...-analysis-demo

Will take a look, thanks.
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SimonMac replied

18 June 2018, 17:21
I get this free with my HL account
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_V_ replied

18 June 2018, 17:11
Originally posted by rogerfederer View Post

£20 is your low cost alternative.

Seems to be. Don't mind paying, just didn't want to find out years later I've been wasting my money there.
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rogerfederer replied

18 June 2018, 09:05
Originally posted by _V_ View Post

Anyone know of any alternatives or competitors to Morningstar Premium which give a portfolio "x-ray" to see through etfs, shares, funds to their holdings so that you can see how diversified your holdings are overall?

Portfolio X-Ray Highlighting your portfolio's strengths and weaknesses

Reading the X-Ray Tool | Morningstar

It costs about £20 per month, so was wondering if there are any free or low cost alternatives?

£20 is your low cost alternative.
Leave a comment:
_V_ started a topic Investment portfolio analysis / x-ray

16 June 2018, 16:02
Investment portfolio analysis / x-ray

Anyone know of any alternatives or competitors to Morningstar Premium which give a portfolio "x-ray" to see through etfs, shares, funds to their holdings so that you can see how diversified your holdings are overall?

Portfolio X-Ray Highlighting your portfolio's strengths and weaknesses

Reading the X-Ray Tool | Morningstar

It costs about £20 per month, so was wondering if there are any free or low cost alternatives?
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