Please update your browser.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.
Sign in to your account on chase.com
Choose “Investments,” then “Performance”
Choose an individual account, otherwise we’ll use all eligible accounts
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
Track your wealth generated over time by hovering across the Market value chart
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
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
Choose “FAQs and important information” to learn more
Do more with the Chase Mobile® app
Scan the QR code to download the app to experience convenience and security on the go.
