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.
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:
The Household Overview feature allows you to view values for the accounts within your household. Other information available includes:
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.
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.
The Historical Values page allows you to view year-over-year historical values and respective change in value by account.
The Performance feature allows you to view your account and portfolio performance as of the previous month end.