Interactive Brokers adds 165 benchmarks to Performance Attribution report in PortfolioAnalyst
Online trading major Interactive Brokers keeps expanding the capabilities of PortfolioAnalyst, a solution that consolidates, tracks and analyzes one’s complete financial performance.
The broker has made 165 additional benchmarks available for the Performance Attribution report.
Users of PortfolioAnalyst can now use the allocation and selection effects to compare their portfolio’s sector attribution to one of Interactive Brokers’ 165 recently added benchmarks.
Previously, the S&P 500 was the only benchmark supported and is still the default benchmark selected.
A recent set of enhancements concerns the Configuration Tab. It allows users of PortfolioAnalyst to create amount or percent target allocations for asset and sub-asset classes.
Also, Custom benchmark configuration has been moved from the Reports tab to the Configuration tab.
There is a new Allocation Goals report. Investors can view their current vs. target asset and sub-asset class allocations for seamless portfolio rebalancing.