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Monitor your portfolio and get detailed position information on all securities in a selected brokerage account or your entire household. With the Portfolio page, you can quickly review information on held securities, by asset class, using pre-set views (Holdings, Annual Income and Unrealized Gains/Losses) or customize your own view across twenty-one different categories. By using the "Customize This Page" button, you can add or remove portfolio-related categoriesand arrange the order of the columns to best suit your needs when displaying any of the following:
- Consensus Rating/Moody's Rating
- Estimated Annual Income
- 52-Week High and Low
- Today's $ Change
- Current Face Value
- Average and Total Cost
- Quantity and Price
- Current Yield
- Market Value
- Buy Date
- Change in Price/Coupon Rate
- Unrealized Gain/(Loss) $ and %
- Bid, Ask, and Volume
- And more
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