Analyze Your Entire Financial Portfolio
- PortfolioAnalyst's standard reports help you develop a complete understanding of your entire portfolio.
- IBKR clients also benefit from real-time data regarding their IBKR positions.
| Supported Account Types | |||||
|---|---|---|---|---|---|
| Report Type | Brokerage | Bank | Credit Card | Other Assets | Other Liabilities |
| Standard Reports | |||||
| Account Overview | |||||
| Breakdown of Accounts | |||||
| Open Position Summary* | |||||
| Time Period Performance Statistics | |||||
| Time Period Benchmark Comparison | |||||
| Cumulative Performance Statistics | |||||
| Cumulative Benchmark Statistics | |||||
| Risk Measures | |||||
| Risk Measures Benchmark Comparison | |||||
| Historical Performance | |||||
| Historical Performance Benchmark Comparison | |||||
| Allocation by Asset Class | |||||
| Allocation by Region | |||||
| Allocation by Financial Instrument | |||||
| Allocation and Performance by Sector | |||||
| Performance Attribution vs. S&P 500 | |||||
| Performance by Asset Class | |||||
| Performance by Long & Short | |||||
| Performance by Financial Instrument | |||||
| Performance by Symbol | |||||
| Performance by Underlying | |||||
| Trade Summary | |||||
| Corporate Actions | |||||
| Interest Details | |||||
| Deposits and Withdrawals | |||||
| Dividends | |||||
| Fee Summary | |||||
| Premium Reports on IBKR Account | |||||
| Projected Income | Report Only Available to IBKR Clients | ||||
* Cost basis and unrealized P&L fields only available to IBKR clients.
