Electronic trading major Interactive Brokers is enhancing PortfolioAnalyst, a solution that consolidates, tracks and analyzes one’s complete financial performance.

• Interactive Brokers introduces its new Home Tab in PortfolioAnalyst. The solution now offers the ability to toggle between Money-Weighted and Time-Weighted returns and view/hide chart or table.
• Users can also view performance by Account Type and Asset Class/Financial Instrument.
• One can also filter Excluded and External Accounts, configure columns, and link another external account.

As FX News Group has reported, in a recent update, 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.

Let’s note that 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.