The Portfolio tool is a sophisticated investment tracking tool
that offers personalized ideas and analysis. You’ll always know the exact value of your
portfolio and your up-to-the-second gains and losses.
Analytical tools give you a deeper understanding of your
investments and provide a deep breakdown of their performance. You can set up
as many Portfolios as you like to organize your investments.
Once you set up one or more Portfolios and Watchlists, we’ll
customize your news to show you the stories that will affect your investments
and we’ll offer the most relevant insights and opinion pieces from our
At the top of your Portfolio’s page, you’ll find its total current
value, its one-day and one-month change, your total unrealized gains and losses
and the name of your largest holding.
Underneath, you’ll find a visualization of your equities’
performance right now. Click anywhere in this area to expand the graphic visualization
and learn more. The size of the circles represents the size of your holding in
each company. Use the graphic for a quick understanding of the one-day
performance of your investments. We hope you’ll see a lot of green circles.
Underneath your Portfolio you’ll find “Ideas and Insights for
First, you’ll find the latest news from The Globe and our
affiliate news providers on the investments in your Portfolio. Each story will
have the ticker symbol for the investment mentioned in it next to the headline
to help you quickly see how it is relevant to your Portfolio. Next, you’ll see
a return on investment chart showing you your Portfolio’s performance since its
Besides that, the StockReports+ table shows you how the companies
in your Portfolio stack up to their peers.
A portfolio allocation section gives you a breakdown of the
investments that make up your Portfolio. Charts will show you your asset
allocation and sectors. Looking for diversification? This area will give you a
quick snapshot of how you’re doing.
At the bottom, the top ratios section provides tables of today’s
key ratios for the companies in your Portfolio.