Morningstar’s signature account analysis tool shows high-level account information (asset allocation, style box diversification, stock stats, etc.) in a thorough, yet easy to understand, report.
To view an interactive annotation of this report, click here.
There are two ways to create an X-Ray Report.
From the accounts spreadsheet
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens.
Select the account by clicking in the check box to the left of the account name.
From the Action menu, point to Reports, then Analytical, then click X-Ray. The report is generated.
Along the top of the report are four tabs for account details: Asset Allocation, Stock Sectors, World Regions, and Top 10 Holdings.
Click 
to generate and print the PDF report.
If desired, you can save the X-Ray PDF. Enter a name in the Report Title box. Click Save. The X-Ray is saved and stored in the Reports area for the individual account and client, as well as the Reports area for your entire practice.
From within an account
In the left-hand navigation pane of an open account, click the arrow next to X-Ray.
Click on one of the four subheadings (Asset Allocation, Stock Sectors, World Regions, and Top 10 Holdings) to open the report.
Click to generate and print the PDF report.
If desired, you can save the X-Ray PDF. Enter a name in the Report Title box.
Click Save. The X-Ray is saved and stored in the Reports area for the individual account and client, as well as the Reports area for your entire practice.