On the Portfolio X-Ray tab, it shows that I have no bonds, even though I have classified the bonds correctly. These are individual municipal bonds. Why doesn't this work?
The X-Ray only includes securities that are included in Morningstar's database.
@vladinator _ when you first open the X-Ray tab sometimes it doesn't show all accounts, even though "all accounts" is selected. To ensure all accounts are actually selected, click on the Accounts dropdown list and reselect "All accounts". You may need to select another item and then go back and select "All accounts" to do this.
