Interactive Brokers adds new reports to PortfolioAnalyst
Online trading major Interactive Brokers continues to enhance the capabilities of its PortfolioAnalyst, a solution that consolidates, tracks and analyzes one’s complete financial performance.
- Legacy report Allocation by Region has been replaced with Interactive Brokers’ new Allocation and Performance by Region report.
- The allocation section now offers amount and percent change over time. Delta (Δ) represents change.
- The performance section now offers MTM performance represented in amount and percent.
- Changes apply to PDF and CSV.
Also, advisors and brokers are now able to configure default and custom report delivery for all client accounts in bulk.
Recent enhancements to PortfolioAnalyst include the addition of model portfolios. Traders can already use the new capabilities:
- Activate model portfolios in PortfolioAnalyst;
- Create custom model reports;
- Enable model reports for delivery.
Let’s recall that, in August, Interactive Brokers introduced a new fund sector in PortfolioAnalyst. Funds with assorted/mixed sector allocations are now classified as Broad.
In an earlier update to the solution, support for Money-Weighted Return (MWR) was added when using daily frequencies throughout PortfolioAnalyst reports and online tools.
Also, Lipper Global is Interactive Brokers’ new data source for fund sector classifications where sector specific funds are appropriately classified.
Recent improvements also include integration with Quote Details. Users of PortfolioAnalyst can tap into the functionalities of the Quick Trade order ticket to easily place orders, manage open orders, and view recent trades.