Electronic trading major Interactive Brokers continues to expand the capabilities of its solutions, with PortfolioAnalyst getting enhanced.

The brokerage has released general improvements to the External Accounts panel that will help you manage your External and Offline accounts within PortfolioAnalyst. Now, when you see stale data, you may click the refresh option and if an account goes into an error status, PortfolioAnalyst offers a ‘Fix it’ option instead of having to delete and re-add the account.

Clients now have the ability to generate the corresponding PDF report section when viewing certain widgets’ detailed view, in addition to the already present print button. This new feature lets you generate the online content you are viewing in PDF format without needing to leave the page or go to the Reports tab.

This PDF option is currently available for the below widgets:

• Greeks
• Attribution vs. Benchmark
• Fixed Income
• Projected Income
• Activity

PortfolioAnalyst consolidates one’s financial accounts, tracks each account’s account performance and activity, and provides a broad set of tools for analyzing one’s entire portfolio and planning for the future. PortfolioAnalyst can be used to view all one’s accounts from a single dashboard.