Leverage free global solutions
to harness the power of portfolio management software you can trust.
PortfolioAnalyst® consolidates, tracks and analyzes your portfolios, offering multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns and powerful on-the-go analytics. Whether you are new to trading or an advanced investor, start adding accounts today.
Explore retail and professional solutions tailored to your needs.
On the train during the morning rush? Check your personal portfolio before market open. Prepping for a client meeting? Review your client's asset allocation, returns and trades for the prior quarter.
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Spot opportunities and calibrate complete portfolio performance. Keep your performance track record with PortfolioAnalyst inception reporting and historical aggregation at no cost.Start the Transfer Process
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Backed by IBKR, ranked #1 Online Broker of 2021 by Barron’s.2
In December 2022, we began rolling out a major platform upgrade that provides you with an integrated, real-time reporting dashboard that offers a snapshot view of a broad range of charts and tools.
Now you can quickly drill into GIPS® verified performance reports and analyze portfolio movers, allocations, risk measures, position concentrations and more without downloading PDF/CSV reports.
To use this new feature, log in to Client Portal, click on Performance & Reports and then choose PortfolioAnalyst Beta or simply log in to PortfolioAnalyst.
Nothing beats free.
Our mission is to bring advanced portfolio analytics to everyone who needs them – both professionals and individuals. The best way to do that is to offer them at no cost, with no strings.
- GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
- Interactive Brokers earned top ratings from Barron's for the past eleven years. A 5.0 star rating, February 26, 2021, February 21, 2020. A 4.5 star rating February 22, 2019, March 26, 2018, March 20, 2017, March 23, 2016, March 21, 2015, March 17, 2014, March 11, 2013, March 14, 2012 and March 14, 2011 Barron's Best Online Brokers. Criteria included Trading Experience and Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service, Education and Security, and Costs. Supporting documentation for claims and statistical information will be provided upon request. Barron's is a registered trademark of Dow Jones & Company, Inc.