Core Viewpoint - The launch of the "Fund E Account" App by China Securities in April 2024 allows investors to easily query their entire public fund holdings, addressing the issue of fragmented data and cumbersome account management [1][2]. Group 1: Fund E Account Diagnosis - The new account diagnosis feature by Morningstar transforms fragmented queries into a comprehensive asset overview, enabling investors to analyze their current assets and gain deeper investment insights [1][2]. - The service allows investors to view their fund asset distribution across various platforms and helps them review their investment behavior and asset allocation [1][2]. Group 2: Features of Morningstar Account Diagnosis - The account diagnosis service includes three major upgrades: convenient account synchronization, real-time net value updates, and comprehensive holding diagnostics [2][4]. - The service supports file uploads and email synchronization, leveraging Morningstar's extensive fund database for accurate identification of market holdings [2][7]. - Daily updates on net values ensure precise asset valuation and easy tracking of fund asset changes [2][10]. - The service integrates holdings across various channels and penetrates underlying fund holdings to create a detailed asset diagnostic view [2][7]. Group 3: Unique Methodology and Indicators - Morningstar employs a global unified methodology for stock classification, ensuring consistent analysis across different markets [9][10]. - The service provides diverse analysis dimensions, including risk scores, ratings, investment style boxes, and comprehensive fee rates, enhancing the precision of account analysis [10][11]. Group 4: Comprehensive Advisory Services - The account diagnosis is a crucial part of Morningstar's advisory service system, offering a full chain of buy-side advisory support from client understanding to investment planning [11][12]. - Currently, the service is not available to individual users but is accessible to institutional clients and financial advisors [12].