Tips on how to track your investment portfolio’s performance

How to track your portfolio’s performance on chase.com

This video demonstrates how you can track your investment portfolio performance over time on chase.com. Hover across an interactive chart to track your portfolio’s gains, losses, contributions and withdrawals. You can also review portfolio details, like market value and wealth generated, and compare your investments with up to two indices.

1. Sign in to your account on chase.com
2. Choose “Investments,” then “Performance”
3. Choose an individual account, otherwise we’ll use all eligible accounts
4. Choose a historical timeframe, then review the summary for important takeaways about your portfolio’s performance; you can choose underlined terms to reveal their definitions
5. Track your wealth generated over time by hovering across the Market value chart
6. Use the Cumulative returns chart to compare your portfolio to up to two indices; choose “Compare with an index,” select up to two indices, then choose “Compare” to add them to the chart
7. Use the Returns by timeframe table to compare cumulative and annualized returns for investment accounts; you can also see how they compare to the indices you selected
8. Choose “FAQs and important information” to learn more