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PortfolioAnalyst

Trading Term

PortfolioAnalyst combines IBKR account data with held away account information to provide a consolidated view of your financial positions. IBKR positions are marked with real-time updated quotes, while positions in held away investment, checking, savings, annuity, incentive plan and credit card accounts update daily. PortfolioAnalyst includes a number of powerful features, including:

  • Portfolio Checkup for an “at-a-glance” summary of key portfolio analytics.
  • Fund Parser for understanding your mutual fund and/or ETF exposure by sector, asset class and geography.
  • Performance Attribution Report for weighting and contribution to return for each sector compares with the S&P 500 for the period of the return.
  • Reporting on a daily, monthly or quarterly basis, with the option of downloading reports as .CSV files

PortfolioAnalyst is free and does not require an IBKR account to use. IBKR clients can access the tool via the PortfolioAnalyst menu in Client Portal.  

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