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

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 SuperUser, Windows Beta ✭✭✭✭✭
    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, now using QWin Premier Subscription on Win10 Pro.
  • Jim_Harman
    Jim_Harman 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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