Video intro plays
Narrator: Interested in monitoring the health of your portfolio? Schwab offers tools to help you gauge your portfolio's performance over time and compare it to your investment strategy. To get started, select Accounts, then select Portfolio Performance.
Accounts, then Portfolio Performance is selected.
Narrator: From here, you can see an overview of the portfolio in each of your accounts. Select the account drop-down, then choose the account or portfolio that you would like to review. Note that these portfolios are created within Portfolio Checkup.
Account drop-down is selected, then a portfolio is clicked.
Narrator: Specify a custom date range by either clicking the date filters or setting a custom range of your choosing. Some accounts or portfolios may not have the full performance history available up to the inception date.
Date range is selected.
Narrator: The charts displayed are interactive and allow you to view individual data points. Hover over the data to display a tooltip that reveals performance indicators for the days in the range you selected.
Mouse hovers over a chart.
Narrator: If you are interested in comparing your accounts or portfolio performance to different market indexes, select one or more of the choices under Common indexes, or select More indexes & definitions to choose up to five options to compare against.
Common indexes are selected, then More indexes & definitions is selected and multiple options are chosen in a pop-up window.
Narrator: Want to see a breakdown of your assets, and where they are allocated? Select the Asset Allocation tab, then select the desired account or portfolio from the drop-down menu.
Asset Allocation tab is selected, then a portfolio is clicked.
Narrator: Within the Allocation section, you'll find a chart displaying your asset allocation by predefined classes or groups. Select a cell to view the securities allocated within that classification.
A cell in the table is selected.
Narrator: Scroll down to see the Assets section, which displays the same data in a table format. Select one of the asset classes to view the security distribution of that class.
An asset class is selected to reveal securities.
Video outro plays.
Review the performance of your portfolio over time to make informed investment decisions.