PortfolioAnalyst

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future. PortfolioAnalyst is free for all to use but IBKR broker clients enjoy full access to PortfolioAnalyst's... advanced features and receive real-time updates regarding their IBKR portfolio positions. View current or prior balances, returns and percent change in value across time periods. Coverage of available financial institutions for linking is concentrated in the US, Canada and the UK. Consolidate, track and analyze your finances across accounts. Easily link your investment, checking, savings, annuity, incentive plan or credit card accounts held at virtually any financial institution in the US, Canada or UK Understand consolidated performance across all financial institutions and time periods, including current and prior balances, returns and percentage change in value Tailor your recommendations to your clients complete portfolio. Visualize performance, spot opportunities and calibrate complete portfolio performance. Generate daily, monthly or quarterly reports and measure performance with Time- or Money-weighted returns. Compare performance against more than 200 industry benchmarks or against your custom benchmarks. "At-a-glance" summary of key portfolio analytics, including portfolio return, risk measures such as Max Drawdown, Peak-to-Valley, Sharpe Ratio and Standard Deviation, and portfolio distribution by geography, asset class and sector. Uncover your aggregate fund exposure and see the weighting of your ETFs or Mutual Funds by top 10 holdings, region or sector allocation. Encrypted communications for sensitive client data. IBKR will never sell or trade your personal information. Interactive Brokers understands and values the trust our clients place in us to safeguard confidential client data.Read More