Get a unified, 360 view of your investments—stocks, funds, bonds, and cash—in one dashboard for a simplified portfolio management. Now enhanced with an interactive chart*, you can gain visual insights of your portfolio’s performance.
*Note: The portfolio chart only displays data starting November 29, 2024.
To access this, simply:
- Login to your account.
- Go to PORTFOLIO.
- Click the portfolio chart icon (
).
- Switch between charts (consolidated, stocks, funds, bonds) and select the period range (1 mo., 3 mos, 6 mos., YTD, 1 year).
- Drag or hover your pointer in the portfolio chart to go to a specific date. A popover will appear with the Day P/L and %P/L.
This feature helps you:
- Easily monitor how your investments are distributed across different asset classes
- Gain deeper insights into your portfolio’s past performance and identify growth opportunities
- Make smarter and informed decisions
- Save time and manage all your investments in one place