Run a Report on Performance

Instructions

The report contains query accounts with performance greater than and/or less than a specified TWR.

  1. Click Menu in the top left corner > Administration & Tools > Client Data Queries.
  2. In Report Type, select Performance.

    Image of the run a report on performance panel in portal.

  3. Enter the following information:
    1. In Period, select 12 Months or Year to Date.
    2. In Performance, choose greater than (>), less than (<), less than or equal to (<=) or greater than or equal to (>=) and then enter a number for the percentage.
    3. In Format, select HTML/Web, PDF or CSV.
  4. Click Run Report.

    The Performance Report appears.

    Image of the performance report in portal.

 

Additional Resources

Learn About Reporting in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Data Queries