PortfolioAnalyst Configuration

Instructions

The Configuration tab in PortfolioAnalyst is used to create Custom Benchmarks and add External Accounts to use with PortfolioAnalyst.

• External Accounts

• Custom Benchmarks

• Models

 

Additional Resources

Learn About PortfolioAnalyst External Accounts at IBKR Campus

Learn About PortfolioAnalyst Creating Allocation Goals and Setting Custom Benchmarks at IBKR Campus

Visit the PortfolioAnalyst Website

Log in to PortfolioAnalyst