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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