Future InvestEngine plans

[chungf]

@jpc

it would be really useful to know if there are companies that show up in more than one of the ETFs in my portfolio (basically ones I’m doubled up on).

In the meantime, you can use Morningstar’s Instant X-ray tool (requires free registration):

1. Plug in your ETFs and their percentage weights in your portfolio – I use 5 factor-tilted MSCI World ETFs here for example:
   
   
2. The analysis results will be updated instantly. Some of these will be in common with InvestEngine’s analytics page, but the Morningstar tool offers something extra, among which is stock overlap:
   
   

[jpc]

Very helpful, thanks!