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I recently realized that using the free tool on the Morningstar site and accessing the portfolio sharing screen provides a bunch of information from the usually paywalled X-Ray service. I briefly used the T Rowe site to accomplish this, but this is way better as it lets you bulk upload transactions. My page is below (I could've done without them insulting me about the quality of my portfolio though
) :http://socialize.morningstar.com/NewSoc ... F41BF7766D
The returns on this page are Total returns (modified Dietz?), but Personal Return (IRR) is available elsewhere within the tool. Note that for some reason returns aren't accurate unless you properly classify dividend reinvestments - the Quicken download from my 401K site just called them purchases; I had to manually correct them before uploading.
Last edited by Eagle784
on Sat Jul 27, 2013 12:15 pm, edited 1 time in total.
- Posts: 52
- Joined: 1 Mar 2008
Thanks for the tip! I thought I lost access to that info when I gave up my paid M* subscription.
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