What's New
Instructions
The What's New widget allows investors to view recent additions, enhancements, and changes to PortfolioAnalyst. Drill down for an in-depth description of each addition, enhancements or change.
To navigate to the What's New widget, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the What's New widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the What's New widget.
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A brief description of the new features and/or enhancements will populate in the widget. If there are multiple new features, you may select the dots at the bottom of the widget to view. The screen will also automatically scroll through and present all new features.
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Select the blue arrow icon in the top right corner to view additional details.
Additional Resources
Learn About PortfolioAnalyst at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus