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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