Would be very helpful to see Morningstar like Portfolio view

Prashant DoshiDecember 09, 25 | Posted in Enhancement Requests

1. Ability to drill-down by asset class

2. Sector/Region/Country exposure

3. Stock style map

4. Portfolio value & growth measures - P/E, P/B, Div Yield, etc

5. Factor profile [Style, Yield, Momentum, Quality, Volatility, Liquidity, Size]

See attached image from morningstar.com showing portfolio analysis for GRID ETF

https://www.morningstar.com/etfs/xnas/grid/portfolio

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Dmitry ShevchenkoDecember 10, 25

Hey Prashant, interesting request! Quick question - what's your main use case for this? Since Morningstar already has it, I'm curious what would make having it in PortfoliosLab better for your workflow.

Prashant Doshi

3mo ago

Hi Dimitry,

I would like to manage my portfolio in one place …

Would consider paying a bit extra to your service if needed.

If you have the underlying data, this would be a nice addition

Thx

Would be very helpful to see Morningstar like Portfolio view

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