PortfolioAnalyst

Instructions

PortfolioAnalyst allows you to evaluate the performance of your IB portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing their data to selected industry benchmarks. Once you create and save reports, you can run, edit or delete them.

PortfolioAnalyst is part of Account Management. You may open this window through TWS by taking the steps outlined below.

1. For Mosaic - Click the New Window button in the top left corner and search for PortfolioAnalyst.

   For Classic - Click the Analytical Tools button across the top of the page and search for PortfolioAnalyst.

 

Additional Resources

Learn About PortfolioAnalyst at IBKR Campus

Visit the Trader Workstation Website

Visit the PortfolioAnalyst User Guide