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Trading Graphs on Computer Monitor

MY
PORTFOLIO

My Portfolio is a section that allows you to view and navigate your portfolio balance information at the household level, review your change in value, and display asset allocation.

My Portfolio > Portfolio at a Glance

The Portfolio at a Glance feature provides a snapshot of your entire portfolio or a custom account group that you can create to view multiple accounts at once.

A

Ability to create a custom group of accounts within the Manage Account Groups

B

The total value of your portfolio

C

A listing of your portfolio's ten most active positions

D

A portfolio value chart reflecting the historical account balance information and select time periods

E

An interactive pie chart showcasing the top holdings within an asset group

Portfolio at a Glance
Baird Online Portfolio at A Glance Screenshot
Household Overview

My Portfolio > Household Overview

The Household Overview feature allows you to view values for the accounts within your household. 

A

Ability to create a custom group of accounts within the Manage Account Groups

B

Tab customization to allow access to additional information including: year-to-date percent change, unrealized gain/loss, and more

C

The registration type associated with each account

D

Balance information associated with each account

E

Realized gain/loss information associated with positions sold in each account

F

Estimated income associated with your account balance (twelve-month rolling value)

Baird Online Household Overview Screenshot Example
Household Change in Value

My Portfolio > Household Change in Value

The Household Change in Value screen lets you track value changes for each account in your household by comparing current intra-day values to previous end-of-day, month-end and year-end valuations.

A

Tab customization to allow access to additional column information

B

Ability to create a custom group of accounts within Manage Account Groups

C

Sort columns by clicking on the heading

D

Today's change in value represented as both a dollar and percentage value

E

View changes in month-to-date and year-to-date account values

Baird Online Household Change in Value Screenshot Example
Asset Allocation

My Portfolio >
Asset Allocation

The Asset Allocation screen allows you to view positions by asset class, and includes a summary of cost basis as well as unrealized and realized gain/loss information.

A

Use the account selection dropdown menu to select different accounts

B

View your estimated annual income and current yield based on recent income information for your portfolio

C

Interactive pie chart displaying a high-level overview of the asset mix within your account

Baird Online Asset Allocation Screenshot Example
Historical Values

My Portfolio >
Historical Values

The Historical Values page allows you to view year-over-year historical values and respective change in value by account.

A

Use the account selection dropdown menu to select different accounts

B

View dollar and percent changes from prior statement periods

Baird Online Historical Values Screenshot Example
Performance

My Portfolio >
Performance

The Performance feature allows you to view your account and portfolio performance as of the previous month end.

A

Select All Accounts, specific accounts or groups of account to display

B

Performance as of date to reflect previous month end or previous business day

C

Top five accounts included in the performance graph

D

Multiple time periods included for historical reference

E

Account & Portfolio performance

F

Information to help you better understand your Performance Rate of Return

G

Five market indices included for performance benchmarks

Baird Online Performance Screenshot Example
Baird Online Performance Screenshot Example two

GET IN TOUCH

We are happy to accept your request or call with questions on your Baird Online account. Complete the form, or give our Baird Online Technical Support Team a call Monday – Friday from 7am – 6pm CT.

Technical Support
Team

888-212-8843

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