See your TD Ameritrade Investment Management portfolio’s balances, investment performance, breakdown, and more. With simple charts and tables, it’s easy to take a closer look into your portfolio and find out:
• How much is my portfolio worth? See the balance in your managed portfolio plus a consolidated view of the balances in all your TD Ameritrade accounts.
• How’s my portfolio doing? Track your progress with helpful charts and by the numbers. Select a timeframe and see a historical investment performance chart. Plus, TD Ameritrade Investment Management calculates your rate of return and gain/loss daily.
• Will I reach my target? View the percent probability that you will achieve the target you set for your portfolio. Compare it with your beginning balance to see how far you’ve come. Then, check out the future projections chart to see a range of potential investment outcomes for your TD Ameritrade managed portfolio.
• What’s in my portfolio anyway? View colorful charts that make it easy to understand your portfolio breakdown by holdings, asset classes, geographic regions, sectors, and types. Investment diversification has never been so easy to visualize.