Investing Tools
The Investing Tools section gives clients access to Baird Research, US Market Research and News, Portfolio Tracker, as well as the ability to create custom holdings price and volume alerts.
Investing Tools
US Markets
Access cutting edge market information and news with real-time Market Exchanges & Indices, Market News, Gainers, Losers, Most Active Stocks, Sector Performance, and Market Diaries.
Assets List
The Assets List displays major market indices and instruments with current prices, recent performance, and historical ranges, giving clients a quick way to track broad market movements and compare performance across key benchmarks.
Major Market Indices
View Major Market Indices, quotes and performance.
Gainers
The Gainers component highlights the top‑performing stocks for a selected exchange, showing real‑time prices, percentage gains, and trading volume to help clients quickly identify securities with the strongest upward market momentum.
Latest Market News
Access the latest Market News stories.
Investing Tools
Market Briefing
Browse equity and bond commentary news.
Investing Tools
Portfolio Tracker
On the Portfolio Tracker screen you can easily monitor a hypothetical collection of positions. In addition, you’ll have access to market news related to your own customized portfolios.
Performance by Account Chart
The Performance by Account chart shows how each individual account has performed over key time periods, allowing clients to quickly compare gains or losses across their accounts at a glance.
Performance Summary
The Performance Summary card highlights your overall account value and presents key performance returns across multiple time periods.
Dynamic Filters
Filter the screen by account, account group, and performance as of date.
Broad Market Indices
The Broad Market Indices table provides a snapshot of how major U.S. and international equity and bond indices are performing across multiple time periods, helping clients quickly compare overall market trends to their portfolio performance.
Investing Tools
Watchlist
The Watchlist screen allows clients to monitor selected securities in one place by showing real‑time pricing, performance charts, and related news for each saved stock, helping them stay informed and track market movements at a glance.
