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Portfolio Evaluation

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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 about Schwab’s Portfolio Performance Reporting tool

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.

Schwab Portfolio Checkup example chart

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.

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