TRP gives the Morningstar Portfolio X-Ray tool for free for all investors (a $189 a year value). It breaks portfolios into many bits and pieces. Morningstar has a slimmed down free tool at their site but nothing like the X-Ray. What sucks at TRP is that they only have a few funds to invest in whereas SCHW has thousands for $100 min and $1 additional which is superior to any other firm. However, their ETF free list is very expensive and out of my range. Have to use CEF's and pay the $4.99 which blows. Wish they had some free CEF's.