Was trying to help my dad, who’s near retirement, take a look at his overall portfolio, including IRA and brokerage accounts. He has a Morningstar subscription and I linked his Schwab accounts to the portfolio function. However, it won’t let me use the XRay analytics because he has more than 150 holdings combined (driven by a lot of individual stocks). I can see underlying individual holding exposures but that’s it.
Complexity aside, are there any other tools
I could use to evaluate his overall exposures for such a large portfolio?