Portfolio Performance

The Portfolio Performance Reporting tool allows enabled users to create reports around portfolio, account, and asset class performance, risk and return, and more without having to leave StreetSmart Edge®.

If your account is enabled for Portfolio Analysis (all accounts over $100k are automatically enrolled), you will see a Portfolio Performance tool in the Launch Tools menu. You may display up to 8 Portfolio Performance tools at a time across all open layouts.

You can find a more fully featured Portfolio Analysis tools under the Accounts tab on Schwab.com, but in StreetSmart Edge®, enabled clients are able to generate a variety of reports for on-the-fly analysis over a customizable period of time.

To generate a report:

Choose a Portfolio on which to report.
Select which type of Report to view. To see a breakdown of each account in the portfolio, choose Account Performance.
Choose the Time Period for the report, anywhere from the last 3 months up to inception, or a custom date range.
Click Go to view the report on your screen only. Click Printer Friendly to generate a document ready for printing. Or click Export to generate a *.csv file, which can be opened in a spreadsheet.

For more help understanding the reports, log on to Schwab.com and go to Accounts > Portfolio Analysis > Portfolio Performance > Understand Portfolio Performance Reporting.