Do I need to register to use Instant X-Ray?

No, the core portfolio analysis is free and available without an account, but registering for a free Morningstar.com account allows you to save your portfolio and results for future reference.

Can I track my portfolio's returns over time with Instant X-Ray?

Yes, by becoming a free registered member, you can create a portfolio that you can save and whose returns you can track over time on Morningstar's platform.

What is the difference between Instant X-Ray and Portfolio X-Ray®?

Instant X-Ray provides a free, instant overview of asset allocation, styles, regions, and sectors, while Portfolio X-Ray® is a more in-depth analysis tool available with a Premium Morningstar membership or a 14-day free trial.

How do I add cash to my portfolio in Instant X-Ray?

To add cash holdings, enter "CASH$" as the ticker symbol and input the dollar value of your cash position.

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Asset Allocation Planner Calculator

Provided byMorningstarmorningstar.com

Instant X-Ray is a free portfolio analysis tool that shows asset allocation and exposures across styles, regions, and...

One of 6 options for Asset Allocation Planner Calculator

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About this tool

What Asset Allocation Planner Calculator does

Morningstar's Instant X-Ray is a free portfolio analysis tool that provides an instant overview of asset allocation across styles, geographic regions, and economic sectors. Users enter their holdings by ticker symbol and dollar value to receive a comprehensive view of their portfolio's basic characteristics. While the core analysis is available without an account, registering for a free Morningstar.com account allows users to save their portfolio and results for future reference, and a 14-day free trial offers access to the more in-depth Portfolio X-Ray® premium features.

Step by step

How to use the Morningstar Asset Allocation Planner Calculator

1
Open the Instant X-Ray tool on Morningstar's portfolio page
2
Enter each holding by ticker symbol and dollar value, adding multiple fields as needed
3
View the instant overview of asset allocation, style exposure, geographic regions, and sectors
4
Register for a free Morningstar.com account to save the portfolio and results for future tracking

Is it right for you

Best for

Investors who want a quick, comprehensive snapshot of their current portfolio's diversification across styles, regions, and sectors without complex data entry.

Limitations

Results are estimates based on the holdings entered
No unit switching or currency conversion features mentioned
Full saving and tracking requires free registration or a paid Morningstar membership

Questions

Asset Allocation Planner Calculator FAQ

Do I need to register to use Instant X-Ray?: No, the core portfolio analysis is free and available without an account, but registering for a free Morningstar.com account allows you to save your portfolio and results for future reference.
Can I track my portfolio's returns over time with Instant X-Ray?: Yes, by becoming a free registered member, you can create a portfolio that you can save and whose returns you can track over time on Morningstar's platform.
What is the difference between Instant X-Ray and Portfolio X-Ray®?: Instant X-Ray provides a free, instant overview of asset allocation, styles, regions, and sectors, while Portfolio X-Ray® is a more in-depth analysis tool available with a Premium Morningstar membership or a 14-day free trial.
How do I add cash to my portfolio in Instant X-Ray?: To add cash holdings, enter "CASH$" as the ticker symbol and input the dollar value of your cash position.

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