Comprehensive Reporting
Get the analytical edge with fully customizable statements and the most comprehensive performance reports!
|
 |
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
 |
|
Fast and Efficient - Analyze the performance of your account portfolio and create presentation quality reports to help you to reach your investment goals.