Review your portfolio
The portfolio review provides charts and information on asset allocation, potential capital gains taxes, performance, and other aspects of your portfolio.

  1. Go to the Portfolio Manager.
  2. In the left pane under Common tasks, click Review portfolio.

Microsoft Money arrowblueright Review your portfolio Tip

To see additional reports about your portfolio, in the left pane under Other tasks, click See investment reports, and then click a report.

Microsoft Money arrowbluedown Review your portfolio

Review your portfolio