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Investment Tracker

Tools & Calculators > Performance Analysis™
Performance Analysis
Performance Analysis Charts and Tools
Track your investment performance online to see how your portfolio is working for you. With the Merrill Edge® customizable portfolio performance tracking tools, you can get comprehensive account analysis to help you fine-tune your financial strategies.
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Cumulative performance
Check your portfolio’s performance across different time periods and compare that performance against a selection of broad market indices.
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Quarterly returns
Keep track of how your holdings are performing over short-term periods with a quarterly view.
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Cash flows and performance
See how your account contributions have added to your portfolio’s overall value.
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Rate of return by period
Get a detailed look at your account performance over monthly, quarterly and yearly periods.