See how your portfolio is doing—and what to do next

Investment portfolio management tools from Schwab make it easier to monitor investment performance and manage your portfolio.

Get a portfolio checkup in four simple steps
As a Schwab client, you can use our online tool to: Assess your risk tolerance. See asset allocation targets. Get suggestions on how to keep your portfolio balanced.	Learn more about Schwab Portfolio Checkup®.
Monitor your portfolio with personalized reports
Track your performance and take action based on a detailed quarterly report on your portfolio.	Schwab Quarterly Portfolio Profile™
Sign up for timely, informative alerts
Get the news, research, and updates you need to make informed investment decisions.	Schwab Personal Investment Alerts
Find the right portfolio solution for you
No time to create a well-diversified portfolio? We have done the work for you.	Schwab Portfolio Solutions

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