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The morningstar xray does not properly show my securities. It seems to just show stocks or bonds.

jimconsid

Any suggestions for how to get the xray to show all my securities.

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jimconsid

The morningstar xray does not properly show my securities. It seems to just show stocks or bonds.

Rocket J Squirrel

Morningstar doesn't know about every security. A position in a hedge fund won't show up, for example. What types of securities are missing from your x-ray?

Jim_Harman

Basically it only includes publicly traded securities - those with valid tickers

jimconsid

thanks for the notes. It shows bonds or equities. When I do the pull down for all accounts or custom (and include all accounts) it shows only equities. When the pull down for investing only it just shows bonds.