A Powerful Tool for Sophisticated Investors
Comprehensive analysis for understanding your total financial health.
- Link your investment, checking, savings, annuity, incentive plan and credit card accounts.
- Drill down to view positions and transactions by account or asset class.
- View current or prior balances, returns and percent change in value across time periods.
- Track performance for all linked accounts on any desktop or mobile device.
When Was Your Last Checkup?
Transform portfolio data into powerful analytics with Portfolio Checkup.
- Measure performance against more than 200 industry benchmarks.
- Apply risk metrics for a better understanding of your returns and opportunities.
Uncover Your Aggregate Fund Exposure
See the weighting of your ETFs and Mutual Funds by top 10 holdings, region and sector allocation.
Deeper Insights With Comprehensive Reporting
- Develop a complete understanding of your entire portfolio.
- Drill down into risk measures, benchmark comparisons, allocation breakdowns and more.
Your Data Is Safe
- 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.
in Client Equity