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Morningstar.com top 10 portfolio holdings?

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  • Hope you are doing well!

    I am glad to inform the our team has fixed the reported issue. Please check at your convenience and let us know.

    We appreciate both your time and patience!!!

    Warm Regards,
    Sinith M
    Product Consultant
    Morningstar Global Product Support
    Morningstar, Inc.
  • So they fixed that. And now I don't see any information posted under financial metrics.
  • edited December 2020
    sma3 said:

    From M* support

    “Hope you are doing well.

    I apologize for the wrong choice of words.

    What I meant was that the issue you highlighted as effected all Morningstar users.

    As informed this is been taken has a high priority case .

    Best regards,”


    Timely support for Morningstar products is seriously lacking.
    I use their Portfolio X-Ray Tool via my public library system.
    The following email was sent to Morningstar support on November 15:

    Access to Morningstar Investment Research Center is provided by KCLS.
    After holdings are added to Instant X-Ray, the Overview screen is displayed which is normal behavior.
    However, the other screen views (Interpreter, Intersection, Asset Class, etc.) are inaccessible.
    A pop-up window is displayed to 'Create your account' when clicking these tabs.
    I have used Instant X-Ray via KCLS for years and first noticed this issue approximately 2 weeks ago.
    Thank you in advance for your assistance.

    Morningstar support response:

    I hope all is well. The X-Ray tool is broken.
    The login prompt you get when you are using the X-Ray tool is glitch.
    We do not have a timeline for fixing this. The products team is hoping before the end of the year. We will reach out to all libraries once this is resolved. Thanks, for your patience and I apologize for the inconvenience.




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