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Portfolio scope
All wealth
All Schwab
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1D
1W
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◒ Dividends ↔ Trade ◔ Pies ⌁ Performance
Cash to deploy
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Available for trading
Positions value
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Holdings only · excludes cash
Est. annual income
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Estimated from live yields
Total return
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Unrealized gain/loss vs cost basis
Trade queue
What your account is set to do next
Manage
Asset mix
How your portfolio is split.
Income stream
What your holdings might pay out.
Portfolio pulse
Winners, losers, and concentration.
Data health
Connected sources and gaps.
Activity
Recent sync and portfolio events.
Dividend center
Projected income, expected dates, and monthly planning.
Projected
Received
Overview
Calendar
Upcoming
History
Annual estimate
Monthly average
Weighted yield
Received last 12 months
1–12 month breakdown
Simple planning view: each month shows 1/12 of each holding's annual estimate.
Add custom holding
Manual assets, DRIP, and recurring buys.
Combined
By Source
Accounts
Sources and trading accounts
Manage linked institutions, inclusion toggles, cash, and Schwab accounts in one clean place.
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Buy
Quick Buy
Pie Invest
Schedule
AI Desk
Vibe Desk
Trade
What do you want to trade?
⌕
Your Schwab holdings Trade eligible
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Quick buy
Get the live quote first, then buy.
Repeat this buy
Daily
Weekly
Twice/mo
Monthly
Schedule name
Save schedule
Preview
Buy stays disabled until Schwab accepts the quote preview.
Pick an account, symbol, and dollar amount, then preview.
Buy now
Pie invest
Build a basket. Set the split. Buy them all.
New basket
Delete
Add symbols that total 100%, then preview.
Schedule this basket
Save the basket, then run it automatically.
Save schedule
Daily
Weekly
Twice/mo
Monthly
Schedules
Set it and forget it. Skip any run with one tap.
Add schedule
Active
History
Schedules sync across your signed-in devices.
Pending Schwab orders
Open Schwab orders will show here.
Refresh
No symbols yet. Add a ticker above to start tracking.
Buy
Sell
1 Amount
›
2 Review
›
3 Done
Rebalance
Buy-only. New cash tops up the slices that fell behind — nothing gets sold.
Amount
Enter an amount to see the buy-only split.
Cancel
Confirm rebalance