Electronic trading major Interactive Brokers has once again enriched the capabilities of its PortfolioAnalyst.

Custom reports can now be generated with a Value at Risk (VAR) section. Additionally, VAR widget is available on the dashboard.

The Commentary Generator uses generative AI to automatically create monthly reports for clients that summarize their latest portfolio performance and ticker-specific news from Benzinga, Traders’ Insight, the Fed’s Beige Book, and more. The AI combs through dozens of sources and cites them for advisors’ convenience, saving them time and allowing them to complete research that would otherwise take hours in seconds. Edit the text as needed, then download a PDF for easy distribution.

PortfolioAnalyst now offers Advisors and Brokers the ability to send an email to clients providing instructions on how to link their external accounts within PortfolioAnalyst and authorize advisors to view them. This will allow them to aggregate client IBKR and external accounts in PortfolioAnalyst.

Interactive Brokers regularly enhances its PortfolioAnalyst solution. Recent improvements concern the Retirement Planning tool.

Advisors and Brokers can now access the Retirement Planner tool within the Planning tab. Advisors and brokers can create curated retirement plans for each of their clients. Each plan may be viewed, edited, and deleted all within the same view. For advisors and brokers with many clients, PortfolioAnalyst offer the ability to easily search the created retirement plans so that servicing clients on the fly is a breeze.