iPhone Screenshots


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 1.8.0

Stay up to date on your portfolio through the new Portfolio Commentary feature.
•Personalized videos illustrate how the markets affect your portfolio’s performance
•Performance Reports allow you to track your portfolio’s progress
•Portfolio Snapshots provide a detailed economic outlook

Ratings and Reviews

4.6 out of 5

343 Ratings

343 Ratings

Very easy to use!


I use this app all the time to see how my portfolio is doing, the app is easy to use.

The greatest


app of all time



Their ROI needs some improvement

If you add $ to the account it treats it as ROI


TD Ameritrade Investment Management, LLC
55.3 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Age Rating
Rated 4+
© 2016 TD Ameritrade Investment Management, LLC


  • Family Sharing

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

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