Portfolio Analysis

Let’s level up your investing strategy

Get the tools and guidance to see how all your investments are doing.

Insights to help you invest your next dollar

Prepare for your next chapter with smart tools and guidance to power up your investing strategy.

  • Track your growth over time

    See how all your investment accounts are doing against benchmarks.

  • Find out where you’re invested

    See your allocations and check your long-term goals.

  • Stress-test your risk level

    Wondering if you’re taking too many risks or playing it too safe? See all your investments in one place.

  • Get help when you need it

    Sometimes your strategy needs a personal touch. Professionals are ready to help with advanced planning and support.4

It provides me a 360-degree view of my investment portfolio, allows me to see my asset allocation, my projected growth with the given asset allocation, adjustments I need to make to be aligned with my goal, as well as rebalancing information.
Anil G.*

Multilayered security and data privacy

Industry-standard encryption, multifactor authentication, and fraud protection help keep your assets and information safe.