Navexa

Understand how Portfolio X-Ray reveals the investments within your ETFs and funds and combines them with your direct holdings.

What Is Portfolio X-Ray?

Open Portfolio X-Ray, select your portfolio and understand the report’s summary, chart and positions table.

Getting Started With Portfolio X-Ray

Find your combined exposure to a company, inspect the contributing investments and explore positions shared between funds.

Find Company Exposure and Fund Overlap in Portfolio X-Ray

Select a report date, filter and group your exposures, change the chart and export Portfolio X-Ray to a spreadsheet.

Filter, Group and Export Portfolio X-Ray

Understand fund holdings dates, estimated exposures, identified coverage and the reasons some fund breakdowns may be incomplete or unavailable. Learn how to request additional funds.

Understanding Portfolio X-Ray Data and Coverage

See what you hold directly and through your ETFs and funds. Learn how to explore company exposure and fund overlap, use the report, understand data coverage and request additional funds.

Portfolio X-Ray

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