Let Schwab analyze your portfolio—and its potential

As a Schwab client, you'll have access to the Schwab Quarterly Portfolio Profile™ (QPP) report, an in-depth analysis of your portfolio and our take on your opportunities to improve its performance.

See how your investments did and how you can do better

The Schwab QPP shows which of your stocks, mutual funds, and bonds are on track and which ones need further consideration. Each report includes a detailed analysis of your:

Stock performance, including guidance from Schwab Equity Ratings®, our industry-recognized stock-picking approach.
Mutual fund performance, including Morningstar ratings.
Fixed income performance, including Standard & Poor's and Moody's ratings.

Consider Schwab's perspective on where to take action

The QPP also identifies possible areas to change based on your goals, time horizon, and risk tolerance. For example, the QPP:

Compares your portfolio's asset allocation with a target model.
Pinpoints sectors and individual equities where your portfolio might be too concentrated.
Highlights potential actions to take on your investments.

Monitor your portfolio with ease

To access this service, Schwab clients simply enroll online, selecting a target asset allocation and the accounts to include in the report. Schwab takes care of the rest—we automatically deliver reports online or by U.S. mail each quarter.

To learn more, see a sample report. Or get started by opening an account or calling 866-232-9890.

1. The Schwab Quarterly Portfolio Profile is available only to clients participating in certain offers and subject to change.

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Put Schwab's insight to work for your portfolio

Open an account
or call 866-232-9890.

See inside a portfolio profile

View a sample report.

Read articles from Schwab experts

Long-term Market Prospects