PortfolioAnalyst Home Page – Widgets

Study Notes:

The PortfolioAnalyst tool can be accessed through the Client Portal by navigating to the Performance and Reports menu and selecting PortfolioAnalyst. The Home page of Portfolio Analyst consists of multiple widgets. 

How to Customize the Widgets in the IBKR Portfolio Analyst

The Widgets option allows the investor to hide, relocate, and customize the PortfolioAnalyst dashboard with various performance metrics. There are 14 widgets to choose from, consisting of Summary, Key Statistics, Performance, Portfolio Movers, Allocation, Planning, ESG, Attribution vs. Benchmark, Projected Income, Performance by, Fixed Income, Activity, Risk Measures and Concentration.

Investors can customize the widgets on their screen by selecting the Widgets button in the top right corner. A popup box will appear listing the available widgets. Select the Green + icon next to any Available widgets to add or the Red X icon next to any Selected widgets to remove.

The investor can position the widgets in an order they prefer by selecting the 3 lines icon to the right of the listed widget, dragging and dropping items in the desired order. The “Move to Top” feature can be used to make a specific widget the first option. Once the widgets are displayed in the preferred order, select Save at the bottom to apply the widget selections to the “Home page”.

Expanding a Portfolio Analyst Widget

To display further details, expand each widget using the blue arrow icon in the top right corner of the widget. For example, the investor can click on the blue arrow on the Summary Widget and an overview of the selected accounts will be displayed.

If the investor imported external accounts, they will be displayed as well. The investor can click on the arrow next to a specific account to see the positions broken down by asset class. This will display the quantity, price and value. Period contribution and returns can be displayed by position.

To configure table columns, the investor can select the blue Configure gear icon in the top right corner. A popup box will appear and the investor can select the Green + icon next to any Available columns to add or the Red X icon next to any Selected columns to remove. To adjust the column order, the investor can select the 3 lines icon, drag and drop items into the desired order. When ready, the investor clicks Save.

The investor can click on the filter icon to include and exclude accounts by type. 

To return to the Portfolio Analyst Home the investor can click on the blue PortfolioAnalyst hyperlink in the top left of the screen. 

Widgets allow the investor to create a customized view on the PortfolioAnalyst home page to see a variety of performance metrics.

PortfolioAnalyst Overview

PortfolioAnalyst User Guide

Money and Time Weighted Return

Risk Measures and Exposure

Performance Attribution