In microsoft.public.money, ed wrote:

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I don't use those methods. If I did, I would look at Morningstar.

Cal Learner-- MVP wrote:
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Yup - I've checked out Fidelity's and Vanguard's offerings. They are OK
but still not quite what I am looking for. Do you have a favorite?

On Jul 11, 8:10 pm, ed <mr.war...[at]gmail.com> wrote:
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The Morningstar website has some portfolio analysis tools that you
might find useful. I've been playing a bit with their Portfolio X-Ray
tool which gives insight into industry exposure, asset allocation and
even provides your individual stock exposure and overlap within your
funds. You can create a portfolio to analyze on their website by
importing your Money portfolio.

The tool is available to members of their subscription service.
However, I found that if you register with T. Rowe Price you can get
free access to a version of this tool.

Jeff

In microsoft.public.money, ed wrote:

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Many brokers and mutual fund companies have a "Portfolio Analysis"
feature. Check out your FI's website(s) as a place to look.

Hello All... I've been using MS Money for years and one thing that I've
always been disappointed with is its portfolio analysis features, in
particular because I invest in mutual funds and care about things like
exposure to international markets, different industries, etc. And I also
want meaningful support for rebalancing.

So there are two questions I have to this group. First, does anyone have
a solution to this - a third party application or website that does
this? Second, assuming nothing good (or good & free, even) exists - I
might want to write my own application to do this. Would anyone else be
interested in using it? Is this something people care about - or does
the level of breakdown provided by MSMoney sufficient for normal people?

Thanks!