How it works

Enter the numbers from your brokerage statements, and Investor's Report Card shows you how each account has really performed against the market, for the life of the account, each year and the latest month.

From statement to report card

1. Create your account

   Sign up on the pricing page with your email and a password, then start your free trial. You won't be charged until the trial ends.

2. Add a portfolio

   Add one portfolio for each brokerage account: its name, brokerage, account type and money manager. Pick up to three market indexes to compare it with, such as the S&P 500, the Dow Jones and the NASDAQ.

   Transactions → Add portfolio

3. Enter your statement numbers

   From each monthly or quarterly statement, enter:

   • Balance: the account value on the statement date
   • Deposits: money you added, with the date
   • Withdrawals: money you took out, with the date

   Deposits and withdrawals are factored in, so your results show what your money earned, not what you added.

   Enter a balance for every month, with no gaps, so each period on your report starts in the right month.

   Transactions → Add transaction

4. Get your report card

   Choose New report and pick the portfolio. The report covers every month through your latest balance, and opens right on the Reports page:

   • Bar chart: annualized return for the life of the account, each year and that month, side by side with your indexes
   • Line chart: how the account grew over its life and this year, against the same indexes

   Download either one as a PDF to keep or share with your advisor. See a sample report.

   Reports

Add each new statement when it arrives and create a new report. Your past reports are kept, so you can always look back at any month.

Start your 7-day free trial

Questions? Contact us.