Updated throughout the day, the Portfolio page allows you to view the Current Value of your portfolio holdings, recent and upcoming Activity, as well as any Realized Gains or Losses.
The Current Value tab provides access to the information on the market value of your portfolio, enabling you to answer the question, “Where do I stand today?” You can view the current price of a security, the total value of your holdings in that security, and the daily change in both of these values. You can also see the change in value of your investments compared to the original cost. While viewing Current Value for all of your securities, you can choose to group the information by account or by security type. You can also select a specific security type where you again have the option to group your view by account.
