---
title: "Example Run Portfolio X-Ray"
description: "Morningstar MCP Server Example Workflows to run portfolio x-ray."
url: "https://developer-beta.morningstar.com/morningstar-mcp-server/run-portfolio-xray"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~RXhhbXBsZSBSdW4gUG9ydGZvbGlvIFgtUmF5IHwgTW9ybmluZ3N0YXIgTUNQIFNlcnZlcg,description_Morningstar+MCP+Server+Example+Workflows+to+run+portfolio+x-ray.,props_eyJ0aGVtZSI6eyJjb2xvcnMiOnt9fX0,p_Ii9tb3JuaW5nc3Rhci1tY3Atc2VydmVyL3J1bi1wb3J0Zm9saW8teHJheSI,s_G1t9xucODWhznP48.png"
---

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# Morningstar MCP Server

Connect trusted data to your AI workflows with the Morningstar MCP Server.

# Run Portfolio X-Ray Workflow

[View Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/run-portfolio-xray.md)[Download Markdown](https://developer-beta.morningstar.com/morningstar-mcp-server/run-portfolio-xray.md)

This example workflow demonstrates how to run a portfolio x-ray.

## [Question](#question)

Based on my attached portfolio, run an X-Ray to analyze the portfolio.

## [Workflow](#workflow)

1. morningstar-id-lookup-tool

Resolve tickers or fund names for each holding into Morningstar IDs.

2. morningstar-portfolio-analysis-tool/asset\_allocation

Submit the weighted portfolio and compare long/short/net asset class breakdown against the S&P 500 benchmark.

3. morningstar-portfolio-analysis-tool/equity\_sectors

Retrieve Cyclical, Defensive, and Sensitive super-sector weights and compare to benchmark.

4. morningstar-portfolio-analysis-tool/equity\_style

Pull the style box and average market cap to assess growth/value/blend tilt.

5. morningstar-portfolio-analysis-tool/stock\_intersection

Identify true effective equity exposure across all holdings, surfacing overlapping positions.

6. morningstar-portfolio-analysis-tool/top\_holdings

List the 10 largest underlying positions by weight to assess concentration risk.