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.
Money and Time Weighted Return
Disclosure: Interactive Brokers
The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers LLC, its affiliates, or its employees.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.
The projections or other information generated by PortfolioAnalyst regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
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