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Portfolio Tracker for Charles Schwab User

Easy to setup
Measure portfolio performance correctly
Understand your portfolio better
portfolio tracker Charles Schwab

Easy To Setup

1. Export trades from your Charles Schwab account.

2. Upload the file.

3. Monitor your performance against a benchmark.

4. Learn from your decisions and become a better investor.

Measure your performance on Charles Schwab Portfolio

Measure your true performance using Money-Weighted Return (MWR) and Time-Weighted Return (TWR). Plus, the historical risk measurement and performance benchmarking to see how you are doing side by side with your preferred benchmarks in your own currency.
portfolio performance
stock portfolio tracker dashboard app

Visualize and Analyze your Charles Schwab Portfolio

Understand your portfolio better. Left no question unanswered. Identify what you did right and wrong.
stock portfolio tracker dashboard app

Start tracking your Charles Schwab portfolio today