PortfolioAnalyst Samples

Instructions

Click one of the links below to view a sample PortfolioAnalyst report. Report samples are in PDF format.

• Detailed PDF Report – TWR

• Detailed PDF Report – MWR

• Snapshot PDF Report – TWR

• Snapshot PDF Report – MWR

• Consolidated PDF Report - TWR

• Consolidated PDF Report - MWR

• Consolidated PDF Report with External Accounts - TWR

• Consolidated PDF Report with External Accounts - MWR

• Annual Performance Report for Canadian Clients

• Detailed Models Report

 

Additional Resources

• Learn About PortfolioAnalyst Reports at IBKR Campus

• Learn About PortfolioAnalyst for Advisors at IBKR Campus

• Visit the PortfolioAnalyst Website

• Log in to PortfolioAnalyst Reports