What Is X-Ray?
The X-Ray view gives you a deep look inside your portfolio. It breaks down your holdings by multiple dimensions so you can understand exactly what you own and where your money is concentrated.
Sector Allocation
See how your portfolio is distributed across market sectors like Technology, Healthcare, Financials, Consumer Discretionary, and more. This helps you identify sector concentration and diversification gaps.
Geographic Exposure
Understand your geographic diversification. Each holding is mapped to its country of listing, giving you a breakdown of domestic vs. international exposure.
Industry Breakdown
A more granular view than sectors. Industries show specific sub-categories like Semiconductors, Internet Retail, or Biotechnology.
Concentration Analysis
View your top 3 and top 5 holdings by weight, along with the Herfindahl index — a mathematical measure of portfolio concentration. A lower Herfindahl score indicates better diversification.
Dividend Analysis
For income-focused investors, the dividend section shows:
- Dividend yield for each holding
- Estimated annual income based on current positions
- Yield on cost (based on your purchase price)
- Upcoming ex-dividend dates
How to Access
Navigate to Analytics, select a portfolio, and choose the "X-Ray" tab.