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Webinar – IBKR PortfolioAnalyst

Kristen Havner, Interactive Brokers

Tue, Jun 23, 2020 12:00 PM – 1:00 PM EDT

PortfolioAnalyst lets you quickly and efficiently analyze the performance of your portfolio by creating and saving PDF reports convenient for presentation. View Balances, Returns, Positions and Trades in one place with the redesigned, easy-to-use interface for any desktop or mobile device. PortfolioAnalyst provides a variety of sophisticated performance analyses and benchmark comparisons to efficiently analyze the performance, assets and transactions for your IB account(s) and External Financial Institutions.

Can’t join us live? Register and we’ll send you a recording after the webinar.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC

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.

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