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Portfolio Manager

LPL Financial Technology provides extensive resources to manage client and household portfolios. You group the accounts you choose and

Portfolio Manager

automatically illustrates all portfolio assets. Non-LPL Financial assets may be manually loaded.

Whether you are assessing the asset allocation of the portfolio compared to its stated investment objective, or illustrating the performance of a portfolio, LPL Financial Technology makes it possible with just a click of your mouse.

With these advanced features, you enjoy access to:

  • Performance reporting on LPL Financial brokerage and advisory accounts
    • Any date to any date
    • At the household, group, account, asset class, security type and position levels
    • Benchmark performance comparisons
  • Aggregate account management and reporting
    • Householding of accounts
    • Automatic grouping of accounts by client
  • Manual addition of non-LPL Financial assets and their transaction histories
    • Automatic market value updates for tracked securities
  • Customizable asset classes
  • Client-approved reports
    • Performance
    • As-of Valuation
    • Estimated Income
    • Cost Basis
    • Portfolio Review
    • Portfolio Comparisons

  • Aggregate position views and reporting