Create Synopses
Instructions
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Select the Reports button in the top right corner of the PortfolioAnalyst page.
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Go to the Synopses panel.
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Click the Create + icon in the Synopses panel title bar.
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In the Create New Synopsis pop-up, enter the name of the synopsis and then enter the text that you want to appear.
There is no character limitation when creating a synopsis.
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Click Save.
Your new synopsis is added to list in the Synopses panel and you can now select it when creating a custom detailed report.
Additional Resources
Learn About PortfolioAnalyst Reports at IBKR Campus