CI Market Dashboard

We have put together a collection of market indicators and track them to help you gauge the direction of the market.


CI Analysis Worksheets

Interactive analysis templates covering DuPont analysis (return on equity), valuing stocks the Warren Buffett way, and more to come.


CI Blog Feed

Apple’s Big Day
posted 15 hours ago by Hareesh Jayanthi

CI Gadget Corner: iPhone 6 Review
posted 1 day ago by Wayne Thorp

It’s been too long (not really) Apple launch
posted 4 days ago by Hareesh Jayanthi

Neutral Sentiment at Lowest Level in 83 weeks
posted 4 days ago by Wayne Thorp

Estimize.com Adds New Feature
posted 4 days ago by Jaclyn McClellan



Computerized Investing > May/June 2006

Messages: What Members Are Asking On-Line

PRINT | | | | Add your comment! | A A   Reset

by CI Staff

I was wondering if you would suggest some more advanced spreadsheets or services for portfolio analysis than what Quicken and Microsoft Money make available. I do not need all of the bells and whistles of, say, CAPTOOL, but I would like to get more sophisticated asset allocation analysis than I can get with Quicken. I have yet to find anything that would allow me to create multi-level asset allocation tables of mutual funds and stocks showing how sensitive my portfolio is to interest rates or changes in the dollar.

—F.P.

CI Editor Responds: If you are looking for a detailed breakdown of your portfolio, Morningstar’s premium Portfolio X-Rays may fit the bill. X-Rays can break down your portfolio and present your holdings in different formats. Ten different premium service X-Rays can be displayed, including asset allocation, style box diversification, stock sector, stock type, world regions, and fees & expenses. Another premium X-Ray is the unique Stock Overlap X-Ray, which analyzes the diversification of your portfolios across mutual funds and among individual security holdings. Access to Portfolio X-Rays requires a premium Morningstar membership (www.morningstar.com), which costs $14.95 a month. A free 14-day trial is available.

...To continue reading this article you must be a Computerized Investing Subscriber.

Gain exclusive access to this article and all of the benefits and investment education a Computerized Investing subscription offers.

SUBSCRIBE TODAY for just $24.
Log in
Already a CI subscriber? Login to read the rest of this article.

Subscribe
A subscription to Computerized Investing includes a monthly email and access to the CI Website, all of which aim to benefit your investing skills with respect to computers and the Internet.

  


Discussion

No comments have been added yet. Add your thoughts to the discussion!

You need to log in as a registered AAII user before commenting.
Create an account

Log In