Monitor your portfolio and get detailed position information on all securities in a selected brokerage account, an account group, or your entire household. With the Portfolio page, you can quickly review information on held securities by asset class, using pre-set views (Holdings, Unrealized Gain/Loss, Estimated Annual Income, Asset Allocation, or Realized Gain/Loss ) or customize your own view.

By using the "Customize This Page" button, you can add or remove portfolio-related categories—and arrange the order of the columns to best suit your needs:

• Change in Price
• Cost Basis
• Current Yield
• Day High/Low/Range
• Dividend
• Earnings per Share
• Last Price
• Market Value
• Price /Earnings (P/E)
• Tax Term
• 52 week high/low/range
• Today $ Change
• Today's % Change
• Total Cost
• Trade Date
• Trade Price
• Unrealized Gain/Loss $
• Unrealized Gain/Loss %
• Nelson Consensus Rating/Moody's Rating
• And more