Think of the Summary Report as your personal financial statement, a comprehensive view of your investment portfolio's performance over a specific period of time. Understanding this report can give you a clear picture of how your investments are doing.  You can see if you're making money or losing money and how your investment decisions compare to a benchmark like the S&P 500.  It helps you track your cash flows and the effect they have on your portfolio's returns. With this tool at your disposal, you can make informed decisions about your investment strategy​.