Narrator: Investors have access to Schwab Portfolio Checkup™, a tool that can give you data and insights on your portfolio diversification, equity concentration, and more. To get started, select Accounts, then select Portfolio Checkup.
Accounts, then Portfolio Checkup is selected
Narrator: If this is your first time using Schwab Portfolio Checkup, you'll be directed to the portfolio setup page, where you'll need to create a portfolio for your account before moving forward. For this example, we'll assume you have an existing portfolio set up.
Within Portfolio Analysis, you'll see an overview of personalized financial insights such as Asset Allocation, Sector Diversification, Equity Concentration, and more. Select each tab to compare your current portfolio allocation relative to your target asset allocation. You can use this data to assess the performance and health of your portfolio.
Different tabs are selected
Narrator: If any recommendations fall outside of the assigned limit, Portfolio Checkup will display a warning, prompting you to consider rebalancing your portfolio.
Warning is highlighted
Narrator: If you would like to save this report for your records, select Create Report to generate a downloadable PDF of the results.
Create Report is selected
Narrator: For more information about the results, select click here, found under Create Report.
Click here is selected
Video outro plays
Use Schwab Portfolio Checkup to assess your portfolio performance and align investment strategy with your goals.