As for the actual accounts, it will show each mutual fund, cost basis, and you can click and see allocations, as well as portfolio level allocations. (thecollegeinvestor.com)
Many investors try to beat «the market» without and understanding of things from a total portfolio level. (awealthofcommonsense.com)
There also needs to be a valuation threshold set below the current stock portfolio level. (djcoregon.com)