Interactive Brokers enhances statements and reports
Electronic trading major Interactive Brokers continues to improve its products and services, with the latest enhancements concerning statements and reports.
In the latest release, bond interest accruals are included in the interest accrual balance. Let’s also note the recent Activity Flex Query enhancements: by day breakouts got included in the custom flex query activity report.
Earlier this year, Advisors and Brokers got the ability to download the tax forms and reports for all of their clients at once.
In January, Interactive Brokers said that, for US Securities, ISIN will be added as the default Security ID. CUSIP will still be supported in the Flex Query tool.
Interactive Brokers regularly updates its services. It has recently beefed up PortfolioAnalyst. Previously premium reports were offered to IBKR accounts only but are now offered to external accounts at no extra cost. The reports include:
- Allocation and Performance by Sector;
- Performance Attribution vs. S&P 500;
- Performance by Asset Class;
- Performance by Financial Instrument;
- Performance by Underlying;
- Performance by Symbol.
In addition, the solution is now offering rates as benchmarks. The Secured Overnight Financing Rate (SOFR) in USD is now available.