PortfolioAnalyst
PortfolioAnalyst includes an integrated, real-time reporting dashboard that gives you snapshot views of a broad range of charts, reports and tools.
Now you can quickly drill into GIPS® verified performance reports and analyze portfolio movers, allocations, risk measures, position concentrations and more, consolidating worldwide accounts and managing them from any location.
To see what we mean, log into Portal, click on Performance & Reports> Select PortfolioAnalyst.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst
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.