My Portfolio

My Portfolio is a section that allows you to view and navigate your portfolio balance information at the household level, review your change in value, and display asset allocation.


Close-up of My Portfolio sub-navigation. | Click image to enlarge.
  • Portfolio at a Glance

    New! The Portfolio at a Glance feature provides a snapshot of your entire portfolio or a custom account group that you can create to view multiple accounts at once. Other information available includes:

    • AAbility to create a custom group of accounts within the Manage Account Groups
    • BThe total value of your portfolio
    • CA listing of your portfolio's ten most active positions
    • DA portfolio value chart reflecting the historical account balance information and select time periods
    • EAn interactive pie chart showcasing the top holdings within an asset group
    Screenshot of Portfolio at a Glance page.
    Click image to enlarge. Click to Play Video
  • Household Overview

    The Household Overview feature allows you to view values for the accounts within your household. Other information available includes:

    • ANew! Ability to create a custom group of accounts within Manage Account Groups
    • BNew! Tab customization to allow access to additional information including: year-to-date percent change, unrealized gain/loss, and more
    • CThe registration type associated with each account
    • DBalance information associated with each account
    • ERealized gain/loss information associated with positions sold in each account
    • FEstimated income associated with your account balance (twelve-month rolling value)
    Screenshot of Household Overview page.
    Click image to enlarge.
    Screenshot of different Household Overview views/screens.
    From left to right: Household Custom View, Household Overview, Household Change in Value (See next tab for more detailed information.) | Click image to enlarge.
  • Household Change in Value

    The Household Change in Value screen lets you track value changes for each account in your household by comparing current intra-day values to previous end-of-day, month-end and year-end valuations.

    • ANew! Tab customization to allow access to additional column information
    • BNew! Ability to create a custom group of accounts within Manage Account Groups
    • CSort columns by clicking on the heading
    • DSee today's change in value represented as both a dollar and percentage value
    • EView changes in month-to-date and year-to-date account values
    Screenshot of Household Change in Value page.
    Click image to enlarge.
  • Asset Allocation

    The Asset Allocation screen allows you to view positions by asset class, and includes a summary of cost basis as well as unrealized and realized gain/loss information.

    • AUse the account selection dropdown menu to select different accounts
    • BView your estimated annual income and current yield based on recent income information for your portfolio
    • CInteractive pie chart displaying a high-level overview of the asset mix within your account
    Screenshot of Asset Allocations page.
    Click image to enlarge.
  • Historical Value

    The Historical Values page allows you to view year-over-year historical values and respective change in value by account.

    • AUse the account selection dropdown menu to select different accounts
    • BView dollar and percent changes from prior statement periods
    Screenshot of Historical Value page.
    Click image to enlarge.