Is there a calculator (ideally free, but I would maybe pay a small subscription fee) in which you can enter the ticker and number of shares you own, and get output that shows your stock/bond/cash/whatever allocation? Maybe also an interest and dividend yield to get an estimate of that contribution to income tax? Ideally one that can adjust shares for reinvestment of dividends and capital gains...
Last Spring I did this manually with a spreadsheet by looking up the allocations on Morningstar and multiplying those ratios by the value of the funds. I could update it manually again with current prices, but it's enough of a pain in the butt that I'd really prefer to simply enter the share numbers once and not have to keep re-entering the data.