X-Ray Interpreter Totaling 105%

Dom1
Dom1 Quicken Windows Subscription Member ✭✭✭
edited December 2023 in Investing (Windows)

Using X-Ray for retirement accounts only. Anyone know why my total asset allocation would be 105%?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited December 2023

    Hello @Dom1,

    Since the X-Ray Interpreter is a service provided by Morningstar, I can't troubleshoot what happens on their end. I'd recommend first checking that the information being sent to them is correct. The help article recommends that you update your quotes to ensure that the most current information is being sent.

    Please let me know how it goes!

    Quicken Kristina

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I think the X-ray only shows long positions. If you hold a fund that has both long and short positions, like Pimco Total Return, the allocation it shows might add to more than 100%

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