PortfolioAnalyst for non-IBKR Clients

PortfolioAnalyst can now be used by itself as a standalone tool. To try the PortfolioAnalyst client, navigate to www.portfolioanalyst.com and sign up for an account. This tool is designed for those that are not yet clients of Interactive Brokers but would still like to take advantage of the tool to consolidate their accounts and use the performance reporting features.

When you log in for the first time, you will be directed to the External Accounts screen.

The External Accounts screen lets you add accounts held at any financial institution to PortfolioAnalyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the beginning and ending value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts.

Note: Newly linked external accounts will populate with data immediately.