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Monitor your portfolio and get detailed position information on all securities in a selected brokerage account or your entire household. With the Portfolio page, you can quickly review information on held securities, by asset class, using pre-set views (Holdings, Annual Income and Unrealized Gains/Losses) or customize your own view across twenty-one different categories. By using the "Customize This Page" button, you can add or remove portfolio-related categories—and arrange the order of the columns to best suit your needs when displaying any of the following:

  • Consensus Rating/Moody's Rating
  • Estimated Annual Income
  • 52-Week High and Low
  • Today's $ Change
  • Current Face Value
  • Average and Total Cost
  • Quantity and Price
  • Current Yield
  • Market Value
  • Buy Date
  • Change in Price/Coupon Rate
  • Unrealized Gain/(Loss) $ and %
  • Bid, Ask, and Volume
  • And more