Gainers & Losers
Since monitoring your positions is essential to managing the performance of your portfolio, we've made it easier to do from the Gainers & Losers section of the My Account menu. The Gainers & Losers section offers you an easy way to see which positions have gained or lost value in the market for a given range of time.
Note: Performance shown in the Gainers & Losers section of your account is based on historical closing prices of the U.S. stock market.
To see the gainers & losers in your portfolio, hover over My Account and click Gainers & Losers under the Account Analysis heading.
How to Filter Your Positions
The Gainers & Losers section offers you several different ways to group or filter the positions in your account so that you can track the performance information that's important to you.
First, you can filter your View to see all gainers & losers, just positions that have gained or just those that have lost.
Sorting your positions according to gained or lost value can help you identify positions in which you may want to increase or decrease your holding.
Next, you can filter to see certain investment types using the Investment Type drop-down menu.
From this menu, you can choose to view gainers & losers for all types of investments or gainers & losers for only stocks, exchange-traded funds (ETFs), options or mutual funds.
The Time Range drop-down menu allows you to customize the period for which your positions are evaluated to analyze performance trends in both a long- and short-term view.
You can choose to see which of your positions have gained or lost value during the current day or expand the time frame to look at longer-term performance through 1 week, 1 month, 3 months, 6 months, 1 year, 3 years, 5 years or 10 years. You can also choose to see the year-to-date performance of your positions from this menu.
Finally, the Long/Short drop-down menu enables you to filter your positions so that you may also see how borrowed securities are performing. This filter only appears if you currently hold a short position in your account. For your short positions, securities with negative price performance will display as Gainers and securities with positive price performance will display as Losers.
Why Filter My Positions?
Filtering your positions allows you to isolate specific gains and losses in the market and determine the impact each position has on your overall portfolio. This can help you determine how your portfolio reflects your investment strategy as a whole. For more information on your positions, visit the Ratings & Reports section under the Account Analysis section in the My Account menu.