Portfolio

Instructions

View your portfolio. Display one account or multiple accounts, as well as account segments.

See each position, the last traded price, the % change in price and the current market value of each position. Add or remove columns by clicking the ellipsis menu (three dots) on the right of the portfolio positions menu. Review a chart and quote details for an asset by selecting the asset from the portfolio list.

View a cash holdings summary of your account by currency. From this menu you may also convert currency.

The Portfolio view in Client Portal

View your portfolio performance. Sort the time line by selecting seven day, month to date, one month, year to date or one year.

The portfolio performance panel in Client Portal.

View a summary of the balances on your account. This includes margin requirements and trading limits.

The portfolio balance in Client Portal.

The Impact Dashboard allows clients to select their personal investment criteria from 13 Impact values and principles, including:

  • Clean Air

  • Racial Equality

  • Pure Water

  • LGBTQ Inclusion

  • Ocean Life

  • Company Transparency

  • Land Health

  • Sustainable Product Life Cycle

  • Consumer Safety

  • Mindful Business Models

  • Ethical Leadership

  • Fair Labor & Thriving Communities

  • Gender Equality

  

Clients can also exclude investments based on 10 categories:

  • Animal Testing

  • Greenhouse Emissions

  • Business Ethics Controversies

  • Hazardous Waste

  • Corporate Political Spending and Lobbying

  • High Water Usage

  • Energy-Intensive

  • Tobacco, Alcohol and Gambling

  • Fossil Fuels

  • Weapons and Gun Manufacturers

The impact dashboard in Client Portal.

 

Additional Resources

Learn About the Client Portal Portfolio Window at IBKR Campus

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website