Portfolio Report is your one stop location to get consolidated, real-time market details on your brokerage account(s). Build your report by selecting the account(s) you want to view and Portfolio Report combines your account information in one convenient location. Your report is divided into three sections:
- Portfolio Account Summary lists real-time balances for each account as well as your portfolio total.
- Portfolio Asset Allocation displays all of your holdings in a pie-chart format categorized by cash, equities, fixed income, and mutual funds.
- Portfolio Holdings provides a detailed description of your holdings within your investment categories, including the current price per share, the total market value of each security in your portfolio, and the change in dollar value from the previous day’s close.
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Overview
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