Description

Are you on track toward your investing goal? Monitor your managed portfolio 24/7. See balances, performance, portfolio breakdown, and more. With simple charts and tables, it’s easy to take a closer look into your TD Ameritrade Investment Management portfolio and find out:

• How much is my portfolio worth? See your managed portfolio balance plus a consolidated view of the balances in all your TD Ameritrade accounts.

• How’s my portfolio doing? Select a timeframe and see a basic historical performance chart.

• Will I reach my target? View the percent probability that you will achieve the target you set for your portfolio. Compare it with your beginning balance to see how far you’ve come. Then, check out the future projections chart to see a range of potential outcomes.

• What’s in my portfolio anyway? View colorful charts that make it easy to understand your portfolio breakdown by holdings, asset classes, geographic regions, sectors, and types. Diversification has never been so easy to visualize.

• What else should I know? You can find out how to contact us if you need help. Also, from time to time, you’ll see notifications about your portfolio.And, of course, no app would be complete without the fine print. Peruse our Client Agreement, Disclosure Brochure, Privacy Policy, and End User License Agreement.

What’s New

Version 1.12.1

We’ve fixed some bugs and made enhancements in this release of our Portfolios app to make it an even better experience for you.

Ratings and Reviews

4.5 out of 5
745 Ratings

745 Ratings

Accra1 ,

Better Options out there.

Minimum to start is too high for the slower to average income earners. You are better off with Betterment or Wealthfront. Trust me you will not regret it. The fees are also very reasonable. Good luck Humans 😉😊🤞🏿. I’m out 🏃🏿‍♂️. See ya.

I love TDAmeritrade but sorry we live in a competitive world 🌍 and Robinhood, M1 Finance etc in addition to other Robo Investor options are meeting my needs in effective and economical way so less activities on TD and more activities somewhere else.

rozell78 ,

No bad

The app is decent. Latest update makes rate of return show with a positive green up arrow even when the percentage is actually negative. This should be displaying as a red down arrow I’m assuming.

Mr. Biker ,

Not much of an app

Gives you daily totals but almost no other info. I just use it for daily balances as if I want even a teeny bit more info on anything, it’s almost useless.

Even the numbers supplied are cryptic. And there’s no meaningful charts at all.

Information

Seller
TD Ameritrade Investment Management, LLC
Size
97.7 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2016 TD Ameritrade Investment Management, LLC
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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