Robinhood Strategies gives you all the tools you need to view and understand your managed account’s investment portfolio. You can use the following different charts and their respective controls within the investing dashboard:

• Overall portfolio return
• Portfolio allocation
• Return contributors

Your portfolio will also include the following details below every chart:

• Deposits or Contributions: Shows the amounts and dates of the latest and upcoming deposits or contributions for your account, depending whether they are for a taxable account or retirement account.
• Portfolio: Shows the percentage or dollar value (shown in the following example as % or $) of each major asset category in your portfolio, such as US stocks, international stocks, US bonds, and cash. You can select each category to view more details about what specific securities are in each category.

The following shows an example of a managed account portfolio with Deposits:

As compared to the following example of a managed retirement portfolio with Contributions instead of deposits:

For more details about our approach to investing your portfolio, check out Robinhood Strategies investment approach.

The overall portfolio return is a line chart that is accessible by selecting the 1st of the 3 chart icons shown at the top right of the investing dashboard. The green line in the chart shows how the investments in your portfolio are performing net of management fees. The gray line represents the net funded amount (total funding less total withdrawals), which is shown when you select All.

Your total account value and investment returns are shown at the top. You can also select the Information (i) icon to view the return breakdown, which will provide details about:

• Appreciation or depreciation of your portfolio investments based on changes in the market
• Income earned by your portfolio from things like dividends, interest income, and stock lending (if applicable)
• Management fees paid for management of your account

You can focus on your portfolio’s performance over a specified time period by toggling between the different time intervals for the chart view, such as 1W (1 week) or 1M (1 month). Note, the Future time interval links you to a future projection that’s based on your portfolio’s current value and investment allocation. Keep in mind, it’s not a guarantee of future performance. For details, check our Future projection.

The portfolio allocation chart is accessible by selecting the 2nd of the 3 chart icons, which looks like a pie chart that’s shown at the top of your investing dashboard. This chart shows an at-a-glance summary of how the assets are distributed within your portfolio by asset category.

You can interact with it by selecting (or sliding your cursor or finger) around the pieces that make up the chart. This will provide information about what each section represents in your portfolio.

The following example shows that 30% of the portfolio is in growth investments. You can select a percentage section (in the center) to view more details about the assets included in that asset class. By selecting the Growth section, it’ll show that NVDA is part of the Growth allocation in this example portfolio.

The top and bottom contributors of returns for the period are bar charts that are accessible by selecting the 3rd of the 3 chart icons shown at the top of your investing dashboard. This chart is designed to show you which portfolio assets had the most impact on returns over a given period.

The returns are relative to each asset’s allocation and weight within your portfolio as compared to your account’s overall returns for the selected time interval. For example, the All time interval shows the top and bottom contributors for your account portfolio’s total returns since your account was opened. This view will not be accessible for the 1 day (1D) view.

To toggle between the top and bottom contributors, you can select the chart icon (lower right) next to the All time interval in the chart. These charts include the total returns, how the returns are calculated, and a timestamp for the calculation.

• Top contributors: Represents the assets that most positively impacted your portfolio returns
• Bottom contributors: Shows the assets that least positively impacted your portfolio returns

The following shows the top 5 and bottom 5 contributors to the example portfolio’s return.

All investments involve risk and loss of principal is possible. Example charts are provided for illustrative purposes only and are not a recommendation to engage in any investment strategy or to buy, hold, or sell any securities. Any investments or performance shown therein do not represent the experience of any actual client, account, or portfolio. Charts are provided for informational purposes only and should not be relied upon as an accurate or complete presentation of your portfolio value, gains or losses, or the value or financial position of any security. Please refer to your account statements for such information. Charts are based on various data sources, which may include market data and other information provided by third party information providers. Robinhood Strategies does not make any representation or guarantee relating the accuracy, timeliness, or completeness of charts or any information or data on which they are based. Without limitation, charts may not accurately take into account the impact of events relating to a specific security, for example corporate actions such as stock splits, dividends, mergers and acquisitions, or events relating to your account or portfolio such as charges, deposits, or withdrawals, and may in certain circumstances overstate or understate gains or losses. In the case of any securities transferred into your Robinhood Strategies account from a third party broker, any performance including charts will be calculated based on their market value as of the date your account receives the securities from the other broker and may be different from the historical performance.

For additional information, including about fees and expenses, risks, and conflicts of interest, review the Robinhood Strategies Form ADV Part 2A and Form CRS.

Robinhood Asset Management, LLC (“Robinhood Strategies”) is an SEC-registered investment advisor. Robinhood Financial LLC (member SIPC) is a registered broker dealer. Robinhood Securities LLC (member SIPC) provides clearing services.