PortfolioAnalyst
Instructions
PortfolioAnalyst consolidates your financial account data, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. You can view all of your reports from a real-time reporting dashboard, quickly drill into GIPS® verified performance reports and analyze portfolio movers, allocations, risk measures, position concentrations and more.
PortfolioAnalyst is free to use. To access PortfolioAnalyst, log in to Portal, click on Performance & Reports and select PortfolioAnalyst.
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Alternatively, click the Menu in the top left corner and select PortfolioAnalyst
Note: GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Access the following functions from the PortfolioAnalyst homepage:
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Dashboard: PortfolioAnalyst lets you view the performance of your accounts across the industry in a single view, including any investment (including your IBKR account if you have one), checking, savings, annuity, incentive plan and credit card accounts.
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Holdings: View the value and performance of your portfolio holdings by asset class.
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Reports: Create reports that evaluate the performance of your portfolio based on a set of measurement criteria and optionally compare their data to selected industry benchmarks.
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Planning: Utilize our planning tools such as Retirement Planner, Allocation Goals, etc.
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Configuration: Create amount or percent target allocations for asset and sub-asset classes.
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Widgets: The Widgets option allows users to hide, relocate and customize the panel on the PortfolioAnalyst homepage.
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PortfolioAnalyst for non-IBKR Clients: PortfolioAnalyst can now be used by itself as a standalone tool.
Additional Resources
Learn About PortfolioAnalyst at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus