Customized Statements Profit and Loss Selection

Instructions

When you create a customized statement, you can select one of the following Profit and Loss options:

  • MTM and Realized P/L
  • Realized P/L Only
  • MTM Only
  • None

Your selection affects which sections and which columns appear in certain sections in your statement. Note that default statements use the MTM and Realized P/L Profit and Loss setting.

The following figure shows how your profit and loss selection affects customized Activity Statements.

The profit & loss selection table.

 

Additional Resources

Visit the IBKR Compliance Portal Website