Electronic trading major Interactive Brokers continues to beef up the capabilities of its PortfolioAnalyst. The latest set of enhancements include the addition of new reports and enhancing existing ones.

Previously the Performance by Long & Short report was offered to IBKR accounts only but is now offered to external accounts at no extra cost. The Projected Income report is the outstanding premium report offered only to IBKR accounts.

Also, legacy reports Allocation by Sector and Performance by Sector have been removed and combined into a new Allocation and Performance by Sector report.

The allocation section now offers amount and percent change over time, with Δ representing change. In addition, the performance section now offers MTM performance represented in amount and percent.

PortfolioAnalyst offers its users to analyze their bond portfolio with the new Fixed Income report.

User will be prompted with message when selecting both Historical Performance/Benchmark Comparison, Performance Statistics/Benchmark Comparison, Risk Measures/Benchmark Comparison.

Finally, there are new PDF report changes applied to IB Canada Annual Report. General changes include modern styles, reduced blank space, fewer pages, and faster report generation.

Interactive Brokers regularly updates its services. As FNG reported in December 2020, 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.

PortfolioAnalyst consolidates, tracks and analyzes one’s complete financial performance. Users can link their investment, checking, savings, annuity, incentive plan and credit card accounts to understand their current financial state and plan for the future.

PortfolioAnalyst is free for all to use but IBKR broker clients enjoy full access to PortfolioAnalyst’s advanced features and receive real-time updates regarding their IBKR portfolio positions.