Thanks Greg! I have played around with most of the tabs, but never the change button. My 401k is with Schwab, and I like reviewing my Personal Rate of Return, but never found it for my other Schwab accounts. Very cool and thanks again!
BTW- I have way too much sitting in cash (20%) and fixed income (45%) right now due to a big sale in November. I have been adding to my holdings every Monday since Nov. Kinda hoping for a pullback so I can back up the truck and put these guys to work.
