The PortfolioAnalyst reporting tool enables users to slice and dice portfolio investments in order to measure and compare performance against routine or complex benchmarks. From a simple snapshot of your investments to a granular detailed report, the user is able to create reports that explain portfolio performance relative to selected benchmark sectors.
The sample video below is a lesson entitled: Portfolio Checkup
This lesson explains how to access and use the Portfolio Checkup feature within PortfolioAnalyst. Here, users can select a specific account or set of accounts and view a single-page snapshot of performance, risk and return.
To view the entire course, access IBKR’s Traders’ Academy.
IBKR’s Traders’ Academy offers complimentary courses which use a blended delivery of lessons, videos, quizzes and notes to help clients have a better understanding of the asset classes, markets, currencies, tools and functionality available on IBKR’s award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications. Plus, we have partnered with several third parties to create courses on a variety of introductory and intermediate topics. It’s easy to start, just register on Traders’ Academy for full courses and begin to watch lessons and take quizzes to test your knowledge!
Disclosure: Interactive Brokers
The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.