Advanced portfolio insights

Do you check your portfolio more often now that we're in a bear market? We added advanced insights to help you with analyzing your portfolios.

You can now benchmark your returns against an index, check asset allocations, track dividend yield, and keep an eye out for upcoming events.

To explore the insights, go to any of your portfolios and select one of the newest reports:

• Performance — track daily portfolio performance
• Returns — compare your returns to the S&P 500 or the total stock market
• Benchmarks — find out if you are beating the indexes consistently
• Allocation — drill down into your asset allocation
• Industries — see your sector and industry diversification
• Geography — view your exposure to countries and currencies
• Calendar — track all the upcoming and past events concerning companies in your portfolio

We're very excited about this update and would love to hear what you think. What other insights would you like to see? Let us know.

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