Portfolio Evaluation

At Schwab, portfolio evaluation goes beyond tracking how your investments are doing. It also helps you identify where adjustments might need to be made so you can stay on track to meet your investing goals. Here are two ways to help you evaluate your portfolio’s performance.

Video: Portfolio Performance report

Portfolio Performance Reporting

Compare your portfolio performance with a benchmark.

Use your Schwab Portfolio Checkup™ to:

  • View your portfolio's performance, risk-and-return analysis,
    and individual account and asset class performance.
  • Learn how your portfolio’s returns compare to market benchmarks over time.
  • Get the information you need to help keep your portfolio on track.

Preview Portfolio Performance Reporting


Check to make sure your portfolio is still diversified and aligned to your goals and risk tolerance.

Use your Schwab Portfolio Checkup™ to:

  • Check your sector and fixed income diversification and equity concentration.
  • Check the ratings of your stocks and mutual funds.
  • Create a PDF report on-demand, when it is convenient for you.

Historical sample reports are provided for illustrative purposes only. The securities and the investment products shown in the sample reports are not intended to represent a specific recommendation, nor should they be viewed as investment advice. Before investing in any product, you should consider consulting your financial and tax advisors to help structure a plan best suited to your individual situation.

portfolio health screenshot portfolio health screenshot portfolio health screenshot