I have been using Morningstar xray to look at my portfolio. You can currently try out Xray http://portfolio.morningstar.com/PortDa ... erid=A2036 . I am able to get most of the info from using the Morningstar tools at TR Price for free. What tools have you found useful?
PS I pulled the link from another board - I do not know who/what the referid is.
Portfolio X-RayÂ® Overview Page and Holdings Analysis
Get an overall examination of your portfolio, including asset allocation, stock sector analysis, style box diversification, international exposure, and fees and expenses.
If mutual funds are part of your holdings, it can be hard to tell how much of a stock you really own. Stock Intersection identifies multiple occurrences of a stock, fund by fund.
Risk Analyzer (I don't believe this is available at TR Price - Oliver)
See how your portfolio might behave in a bear market and how each holding might contribute to a gain or loss. Also, see how changes to your portfolio might affect its overall risk.