Portfolio X-RAY, stock intersection limited to 50 results

rgbuik
rgbuik Member ✭✭
edited May 9 in Investing (Windows)
In Portfolio X-RAY, the stock intersection tab is limited to 50 results. This limitation skews the asset allocation on the X-RAY interpreter. I've used this screen before successfully, and I wonder if this is a bug in a recent version, or if I am doing something wrong.

Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Morningstar's X-Ray intersection analysis has always been limited to the top 50 holdings in each fund.

    If you hold a large cap fund and a small cap fund with no overlap, you should see 100 results.

    Are you seeing something different?
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  • rgbuik
    rgbuik Member ✭✭
    Thanks, Jim. I've been using this function for some time now and have never seen this. The screen appears to be designed for multiple pages of 50 results each. But I only see the first 50 results with no opportunity to go to the next page. This is a problem for me because a portfolio with multiple funds in it may have many more than 50 equities. And the asset allocation tab is skewed as a result. I have opened a ticket with tech support on this and will comment here with the result.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Make sure all of your funds are selected and you hit Refresh X-Ray. 

    Sometimes it takes several attempts to get the selections to stick.
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