Level: Beginner

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.

PortfolioAnalyst is a powerful analytical tool housed within Client Portal for users to assess performance of brokerage and external financial accounts over a user-driven timeframe.

Create reports using PortfolioAnalyst software to view the performance of your portfolio and external financial accounts.

Users may add their external financial accounts into PortfolioAnalyst to get a holistic view of their financial net worth. This video explains how to link accounts to PortfolioAnalyst.

Lesson: #4

Portfolio Checkup

Get the real-time health of your entire portfolio with an in-depth analysis of your holdings. Portfolio Checkup provides a detailed snapshot of your assets by return, risk, and allocation sections.