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Post by roi2020 on Jul 5, 2023 18:52:20 GMT
I periodically use M* Portfolio X-Ray (via my library) to analyze my portfolio.
M* Library Services informed me they will retire Portfolio X-Ray when they move to a new platform in September.
Which tools do you use for portfolio analysis?
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Deleted
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Post by Deleted on Jul 5, 2023 18:54:40 GMT
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Post by roi2020 on Jul 5, 2023 19:26:47 GMT
@axe ,
Thanks for your reply.
Which specific Portfolio Visualizer (PV) feature are you referring to?
I've used several PV features but am not familiar with all of them. Portfolio Optimization and Fund Performance Analysis are occasionally used.
Backtest Portfolio is most often used.
While I like Backtest Portfolio, there are some shortcomings in the free version:
Only allows 4 funds to be included in portfolio.
Doesn't list asset weights (US stocks, foreign stocks, bonds, cash).
Doesn't list equity styles (small value, large growth, etc.).
Doesn't list sector weights.
Edit: Added strikethroughs for shortcomings. See my post below.
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Deleted
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Post by Deleted on Jul 5, 2023 19:48:19 GMT
"Summary","Exposures" and "Metrics" is all I need.
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Post by coptomist on Jul 5, 2023 21:40:07 GMT
I use M* X-ray to look at overall asset mix, and individual stock percentage holdings as well. If they remove access to it, I'll likely cancel my subscription. I also wish I knew of another site to get this information.
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Post by roi2020 on Jul 6, 2023 0:04:52 GMT
[snip]
I've used several PV features but am not familiar with all of them. Portfolio Optimization and Fund Performance Analysis are occasionally used.
Backtest Portfolio is most often used.
While I like Backtest Portfolio, there are some shortcomings in the free version:
Only allows 4 funds to be included in portfolio.
Doesn't list asset weights (US stocks, foreign stocks, bonds, cash).
Doesn't list equity styles (small value, large growth, etc.).
Doesn't list sector weights.
My statements pertaining to shortcomings were incorrect as I wasn't aware of the tool's full functionality.
Additional information is below.
Clicking the Exposures tab lists style categories (large-cap growth, small-cap value, corporate bonds, etc.),
asset weights (US stocks, Intl stocks, US bonds, cash, etc.), equity sectors,
equity market capitalization, fixed income credit quality, and fixed income maturity.
Pretty much all the data I need is here except for stock intersection (nice to have but can live without).
Unfortunately, PV doesn't allow downloading results to PDF or Excel formats without a paid subscription.
A basic subscription costs $19/month.
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Deleted
Deleted Member
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Post by Deleted on Jul 6, 2023 0:25:01 GMT
[snip]
I've used several PV features but am not familiar with all of them. Portfolio Optimization and Fund Performance Analysis are occasionally used.
Backtest Portfolio is most often used.
While I like Backtest Portfolio, there are some shortcomings in the free version:
Only allows 4 funds to be included in portfolio.
Doesn't list asset weights (US stocks, foreign stocks, bonds, cash).
Doesn't list equity styles (small value, large growth, etc.).
Doesn't list sector weights.
My statements pertaining to shortcomings were incorrect as I wasn't aware of the tool's full functionality.
Additional information is below.
Clicking the Exposures tab lists style categories (large-cap growth, small-cap value, corporate bonds, etc.),
asset weights (US stocks, Intl stocks, US bonds, cash, etc.), equity sectors,
equity market capitalization, fixed income credit quality, and fixed income maturity.
Pretty much all the data I need is here except for stock intersection (nice to have but can live without).
Unfortunately, PV doesn't allow downloading results to PDF or Excel formats without a paid subscription.
A basic subscription costs $19/month. |
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sam
Lieutenant
Posts: 123
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Post by sam on Jul 24, 2023 1:37:32 GMT
I periodically use M* Portfolio X-Ray (via my library) to analyze my portfolio.
M* Library Services informed me they will retire Portfolio X-Ray when they move to a new platform in September.
Which tools do you use for portfolio analysis? For Fund assets Overlap
For M star X-ray on Cheap
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Post by steadyeddy on Jul 24, 2023 23:58:49 GMT
I periodically use M* Portfolio X-Ray (via my library) to analyze my portfolio.
M* Library Services informed me they will retire Portfolio X-Ray when they move to a new platform in September.
Which tools do you use for portfolio analysis? For Fund assets Overlap
For M star X-ray on Cheap
Merrill Edge also gives access to x-ray but it only includes accounts you hold at Merrill, unlike TDA which allows you to type in holdings and run xray. I wonder if Schwab would keep this feature or not. |
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