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Comprehensive Reporting


Get the analytical edge with fully customizable statements and the most comprehensive performance reports!

  brokerage account statement  

Statements and Reports


Easy to view and customize, our statements and reports cover all aspects of your Place Trade account:

  • Generate daily, monthly and yearly secure online Activity Statements as HTML files with expandable and collapsible sections, or as downloadable PDF files.
  • Create reusable and customized statements that include only the information that you want to see.
  • View real-time trade confirmations, margin details, and a variety of other supplemental reports.
  • Download statements into a variety of different file formats, including XML, text and a variety of third-party software such as Quicken or MS Excel. Third Party Downloads are also available for: Microsoft Word Microsoft Money Quicken Tradelog GainsKeeper Captools (Legacy)
    • Institutional Clients: The following downloads are available upon request (for certain institutional clients): Daily Captools Downloads and Daily PortfolioCenter®/MorningstarDownloads. PortfolioCenter is a product of Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation. 






Analyze the performance of your portfolio online by creating and saving customizable presentation-ready PDF reports in PortfolioAnalyst:

  • Create and save reports based on a set of measurement criteria and optionally compare the data to selected industry benchmarks.
  • Select one or more reports in your analysis, including allocation by sector or asset class, time period or cumulative performance, risk measures, and more.
  • Use the Performance Attribution report to explain differences between your portfolio and the S&P 500 Index due to asset allocation and/or return deviations from the index.
  • Create single-page snapshot PDF reports suitable for presentation. 




Portfolio Analyst Report  

Learn more about Statements, PortfolioAnalyst & 3rd Party Downloads

Fast and Efficient - Analyze the performance of your account portfolio and create presentation quality reports to help you to reach your investment goals.


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All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.