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

 
Baird Online Portfolio at A Glance Screenshot
 

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
 

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
 

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
 

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
 

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