Scottrade Portfolio Review Tool

We created Scottrade Portfolio Review Tool to help you develop an investment strategy that works toward your goals and gives you more confidence and control over your investment decisions. The articles below describe how the tools inside Portfolio Review Tool can help you stay committed to your strategy and have the confidence you need to successfully execute your plan. Plus, we're here to help you every step of the way with online and in-person support when you need it.

Printable Quick Start Guide (PDF)

What Can You Do with Portfolio Review Tool?

DIVERSIFY

  • Select a target model to use as your framework for diversifying your investments across different market segments.
  • Find the mutual funds, exchange-traded funds and stocks that can help you diversify within each asset class using Morningstar's Investment Finder.
  • Control the exact percent or dollar amount of your portfolio allocated to each investment with our sophisticated allocation tool.

ANALYZE

  • Highlight potential gaps in your portfolio and check your exposure to different areas of the market with our X-ray tool.
  • See how different asset allocations and investment combinations may possibly have performed in the past with a Performance Review chart.
  • Identify areas of overlap in your portfolio to make sure you're truly diversified using our Portfolio Concentration table.
  • Understand your risk tolerance and the impact diversification has on risk and expected return using our online education or help from your local Scottrade team.

ACT

  • Place the trades that will align your portfolio with your target model from a custom, easy-to-use action plan.
  • To help you complete each step of the process, you'll find easy-to-use education every step of the way.
  • Use our tools to monitor your portfolio and rebalance to stay on track.

Get Started Now

Keep in mind that while diversification may help spread risk, it does not assure a profit or protect against loss in a down market.

Past performance of a security or strategy does not guarantee the security or strategy will be successful in the future. Results could vary significantly and losses could result.

Investors should consider the investment objectives, charges, expenses and unique risk profile of an exchange-traded fund (ETF) or mutual fund carefully before investing. A prospectus contains this and other information and should be read carefully before investing. A mutual fund prospectus is available through www.scottrade.com or through a Scottrade branch office. An ETF prospectus must be obtained from the issuer.

Limitations of the X-ray tool include:

  • Does not reflect any short positions within the account
  • Does not reflect any positions in the account that are classified as “other”

Limitations of the Performance Review chart:

  • Uses set asset allocations without accounting for market events/corporate actions
  • Does not consider taxes, commissions or inflation
  • Does not reflect any positions in the account that are classified as “other”