Review your portfolio
The portfolio review provides charts and information on asset allocation, potential capital gains taxes, performance, and other aspects of your portfolio.
- Go to the Portfolio Manager.
- In the left pane under Common tasks, click Review portfolio.
To see additional reports about your portfolio, in the left pane under Other tasks, click See investment reports, and then click a report.
Related topics
Create or edit an asset allocation plan
About asset allocation in the Lifetime Planner
Record an investment purchase, sale, or other transaction in the Portfolio Manager
Set up an investment account in the MSN Money Portfolio Manager
