Licensed Tools
Revolutionary. Deep. Global.
Web-based Portfolio Analysis Tool
Portfolio X-Ray allows investors to analyse their portfolio across several criteria, including asset allocation, Style Box diversification, sector exposure, and world regions exposure. With Stock Intersection, investors can discover how much of a stock they own through managed funds. Reports are available in both HTML and PDF formats.
Analyse portfolios at a glance. Drill down to see how individual portfolio holdings contribute to a portfolio's top-level statistics including asset allocation, Style Box diversification, world regions, stock sectors and more.
