Edit mode — drag cards to rearrange, drag the corner to resize, then save.
Value
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$ change YTD
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YTD return
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Benchmark YTD
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Value over time
Accounts in this entity
Account
Strategy
Custodian
Value
YTD
Bench YTD
Asset allocation
Top holdings
Symbol
Name
Class
Value
Weight
Activity
Income
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Withdrawals
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Fees
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Net cash flow
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Clients, entities & accounts
A client is the household. Entities (trusts, LLCs, the DAF, outside investments) sit under it; accounts sit under entities.
Clients
Client▲
Email▲
Portal access▲
Last login▲
No clients yet.
Entities
Entity▲
Type▲
Kind▲
Value▲
Client▲
No entities yet.
Accounts
Account▲
Entity▲
Strategy▲
Custodian▲
Client▲
No accounts yet.
Valuation points
Record an account's total value on a date you don't have a full position file for — opening balances, monthly statements, or one-off snapshots. Used as data points in the household trend line. Use Bulk monthly entry to enter many months × accounts at once.
Account▲
Client▲
Date▲
Value▲
Note▲
No valuation points yet.
Settings
Manage your account and firm preferences.
Security
Change your password and manage two-factor authentication for sign-in.
Firm benchmark
The firm-wide index used for the daily “vs benchmark” comparison on the practice overview.
Import data
Upload a Schwab positions or transactions CSV into an account.
Connecting…
Security
Change password
Enter your current password, then a new one (8+ characters).
Two-factor authentication
Checking…
Add a second step at sign-in using an authenticator app — Google Authenticator, Authy, 1Password, or similar.
Scan this with your authenticator app, then enter the 6-digit code it shows.
Two-factor is on. You'll be asked for a code at each new sign-in.
Add client
Login history
Each successful sign-in to this household's portal, newest first.
Date & time
Email
Location
IP address
Device
Add entity
Add account
Add valuation point
Bulk monthly entry
Bulk-enter each account's value on the 1st of every month, year-to-date. Existing values pre-fill; blank means no entry. Save all values inserts new, updates changed, deletes cleared.