Yes. Your account access includes, at no extra cost, access to the Portfolio X-Ray tool from Morningstar – widely regarded as the most complete, and easy to use, investment portfolio analysis tool available. It quickly analyses your entire holdings – not just at the “what funds am I invested into” level, but also does a deep-dive into what each of those investment funds hold, and gives you a detailed overview of your entire portfolio, in one go.
It will tell you the asset allocation, regional and sector exposure, investment style, top holdings, and performance – to help you dig beneath the surface to identify portfolio weaknesses and strengths – and give you the results in English, Spanish, Portuguese, Japanese, and Chinese (both traditional and simplified).
There is a lot of information online about Morningstar’s Portfolio X-Ray tool – and all the user guides are easily accessible from inside your savings account with Investors Trust. For a brief overview of how to access the key features – useful if you want to know how detailed it is before opening your account – please click this link: www.SavingsForNomads.com/Morningstar-Portfolio-X-Ray