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Tools to Help Manage Your Portfolio

Take advantage of these tools to help optimize your portfolio and track your progress.

Risk Analyzer

Find Out How Much is Enough

Is your portfolio aligned to your investment goals? Check your portfolio's risk profile and identify high-risk holdings at a glance.

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Portfolio Analyzer

Check Your Holdings for Diversification

How diversified is your portfolio2? Analyze by sector, style, geography and more. Instantly see overlapping securities in your mutual funds and ETFs.

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Income Estimator3

See What You'll Receive & When

Calculate the potential income from all of your current account holdings, including stocks, ETFs, mutual funds, and bonds.

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Get up to $600 cash credit for deposits or transfers made within 45 days of account open.
Deposit or Transfer
Receive
$25K - $99,999
$200
$100K - $249,999
$300
$250K and above
$600*
And open an account with $10,000 or more and receive free stock & options trades for 60 days once funds become available.
*Call us to see how you can qualify for more at 1-800-ETRADE-1