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

jimconsid
jimconsid Member ✭✭
in Investing (Windows)
Any suggestions for how to get the xray to show all my securities.

Comments

  • jimconsid
    jimconsid Member ✭✭
    The morningstar xray does not properly show my securities. It seems to just show stocks or bonds.
  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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?

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Basically it only includes publicly traded securities - those with valid tickers
    QWin Premier subscription
  • jimconsid
    jimconsid Member ✭✭
    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.

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