About Portfolio Recordkeeping & Management

As an investor, you have needs.

You must manage your current holdings and remain current on changes that might impact your portfolio, including changes in valuation or potential fundamental problems.

You need information about potential capital gains and capital losses and income so you can make more informed decisions that affect your personal taxes.

You need accurate reporting of all of your investment transactions to complete your tax returns.

And you need an easy-to-use tool that you can access wherever and whenever you need.

This is where portfolio recordkeeping comes in. With our portfolio tool, you can enter all of your investment transactions for stocks, bonds, mutual funds, and any other security. You can get up-to-date reports on the value of your holdings. You can establish separate portfolios for your separate brokerage and/or retirement accounts. You can set up watch lists to keep tabs on stocks of interest. And much more more!