It provides multiple views of their portfolio including asset allocation, exposure to different investment styles, geographic regions and sectors.Īvailable in Quicken Premier and higher-end versions, Morningstar Portfolio X-Ray® also reports on the securities within mutual funds, providing consumers a picture of their portfolio allocation and insights to help them make changes to improve results. Customers will also receive email alerts anytime certain changes are made to their credit history by Equifax.įor Intuit Quicken users wanting more in-depth analysis of their investments, Morningstar Portfolio X-Ray® scans their holdings so customers can easily understand its strengths and weaknesses. The newest version provides a free credit score, more in-depth analysis of investment portfolio management and a host of customer-requested enhancements that help people stay on top of their money and make smarter financial decisions.Ĭredit Score, powered by Equifax®, provides users with a free quarterly credit score and credit report summary that helps them understand the factors affecting their score. (Nasdaq: INTU) simplifies money management for those who want greater control over managing their finances or investments. 1, 2014 – Quicken for Windows 2015 from Intuit Inc. Offers Clear View of Credit, Portfolio Performance
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