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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.

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PortfolioAnalyst Checkup

Uncover Your Aggregate Fund Exposure

See the weighting of your ETFs and Mutual Funds by top 10 holdings, region and sector allocation.

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Fund Parser

Deeper Insights With Comprehensive Reporting

  • Develop a complete understanding of your entire portfolio.
  • Drill down into risk measures, benchmark comparisons, allocation breakdowns and more.

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Tutorials to Get Started

  • Get up and running quickly with video lessons.
  • Learn about key features and functionality in our users' guide.

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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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