PortfolioAnalyst and Investment Reporting

Advanced Investment Analysis for Sophisticated Investors

PortfolioAnalyst Powered by Interactive Brokers
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.
consolidate track and analyze your complete financial performance.
Open Stand Alone Account Already a Client? Log in to Use
PortfolioAnalyst Features Stand Alone Account IBKR Broker Account
Link external investment, checking, savings, annuity, incentive plan and credit card accounts into a consolidated view1
View IBKR account data with advanced reporting features
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 mobile or desktop device
Premium reporting capabilities, including projected income and performance attribution reporting
Real-time broker account data

Case Study Watch Overview

  1. Coverage of available financial institutions for linking is concentrated in the US, Canada and the UK.

Take Control of Your Complete
Financial Portfolio

Individuals

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
  • Drill down to view positions and transactions by account or asset class
  • 24/7 access to account information from any desktop or mobile device
  • Access to PortfolioAnalyst is complimentary
Advisors

Tailor your recommendations to your client’s complete portfolio.

  • Oversee clients’ complete portfolio to better manage outreach and engagement
  • Monitor portfolio performance and develop client centric recommendations
  • Clients have 24/7 access to complete portfolio data from a single interface
  • PortfolioAnalyst is free to use
PortfolioAnalyst product image

Powerful Analytics and Reporting Capabilities

Visualize performance, spot opportunities and calibrate complete portfolio performance.

Performance Monitoring

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.

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Performance Monitoring
Portfolio Checkup

Portfolio Checkup

"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.

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Fund Parser

Uncover your aggregate fund exposure and see the weighting of your ETFs or Mutual Funds by top 10 holdings, region or sector allocation.

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Fund Parser
Security

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.

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A Broker You Can Trust

When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

IBKR

Nasdaq Listed

$8.1B

Equity Capital*

81.5%

Privately Held*

$6.0B

Excess Regulatory Capital*

760K

Client Accounts*

1.45M

Daily Avg Revenue Trades*


IBKR Protection
IBKR Broker You Can Trust
Step 1

Complete the Application

It only takes a few minutes

Step 2

Fund Your Account

Connect your bank or
transfer an account

Step 3

Get Started Trading

Take your investing to
the next level