PortfolioAnalyst 2022 Release Notes

December 2022: Introducing PortfolioAnalyst Beta

  • Now offering an intuitive dashboard with allocation, attribution, performance, risk metrics and more without the hassle of downloading PDF/CSV reports.

  • View side-by-side summary statistics and drill down into details with historical periods, benchmark comparison, and frequency selection.

  • Now supported for custom Time Period and Cumulative Performance Statistic reports.
  • When selecting Time Period and/or Cumulative Performance Statistics you will be asked to Include Long and Short Breakout Yes|No on the next page.
  • Coinbase, Kraken and Gemini connections are now available to link in PortfolioAnalyst.
  • Test trading strategies, generate performance on prospective client portfolios and experience our robust platform before opening an account.
  • 165 additional benchmarks are now available for the Performance Attribution report.
  • Using the allocation and selection effects, compare your portfolio's sector attribution to one of our 165 recently added benchmarks.
  • Previously, the S&P 500 was the only benchmark supported and is still the default benchmark selected.
  • View real-time pricing and activity across IBKR and external accounts in one consolidated view.