Schwab users - Is there a way to see what you put into Schwab vs what your current account value is? Seems my account transfers, withdrawals, and selling of securities has skewed my chart and I’m not sure if I’m up or down on my initial capital.

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In web browser there is an option to check portfolio performance. You can see your contribution vs net value. I don’t see any option in the app.

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Interesting thanks!

On the app at least, just go into the top second tab to see your gain or loss. It calculates based on your cost basis for each security (including cash balance) to the current value.

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Oh sorry I thought this was daily G/L day after amzn earnings.

The app is less than helpful lol. I usually look at my cost basis on holdings.

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