Use our Portfolio Analyst Tools to get presentation-ready reports and enjoy powerful performance analysis!

Get up to speed quickly with Portfolio Analyst!
Fast and Efficient - Analyze the performance of your account portfolio and create presentation quality reports to help you to reach your investment goals.
Analyze Performance
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Analyze Performance
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Awesome Reports
Create Presentation-Ready Single-Page Comprehensive Snapshot Reports
Create Detailed Reports for Online Viewing or for Presentation
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Performance Attribution
The Performance Attribution Report helps you determine how your asset allocation and selection of securities affects your portfolio's performance when compared to the performance of the S&P 500 Index.
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This report includes the following types of charts available to show how your portfolio performed (whether it outperformed or under-performed the S&P 500 Index):
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Please Note: Any trading symbols displayed are for illustrative purposes only and are not intended to portray a recommendation of any security or securities product.