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Use Portfolio Window

The Portfolio window is your main management tool for your investments. You can use it to see the overall value of your investments at a glance; sort your investments in different ways; see how much your investments are worth today, or at anytime in the past; and even track the prices of securities that you don’t yet own, but wish to keep an eye on. The Portfolio window is an important tool for analyzing how well your investment strategy is working.

To view your Portfolio on Windows, click to select the investment account in the Account Bar, then click the Summary tab. In the default Value view, you’ll see a list of the securities held in the account, along with the current price, the amount of shares owned, gains and losses, and so forth.


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