Evaluate Your U.S. Portfolio’s Performance
Track your performance with detailed quarterly reporting and comprehensive cost-basis data.
Check your investments with Schwab Quarterly Portfolio Profile™. View your performance online and consider next steps based on a detailed quarterly portfolio report.
Your Quarterly Portfolio Profile is designed to help you:
- Compare your portfolio’s asset allocation with a target model
- Pinpoint where you might be over-or-under concentrated
- View Schwab Equity Ratings for your stocks
- Identify areas that may require immediate action
Use the Web to track cost-basis data quickly and easily.
The Gain/Loss tab on our website automatically tracks and updates your transaction history and cost-basis data to make performance tracking easier. It lets you:
- Access realized and unrealized gain/loss details
- See stock split and dividend information as it happens
- Update missing cost-basis information
Ready to get started?
Open an account or call +852-2101-0511