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Stay on top of how your portfolio is doing


Track your performance with detailed quarterly reporting and comprehensive cost-basis data. Explore the tabs below for more details.

Performance  Gain/Loss
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.

The Gain/Loss tab on Schwab trading site lets you:
  • Access realized and unrealized gain/loss details.
  • See stock split and dividend information as it happens.
  • Update any missing cost-basis information.

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Open an account or call +852-2101-0511





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