Electronic trading major Interactive Brokers has enhanced PortfolioAnalyst, introducing several new features.

PortfolioAnalyst consolidates your financial accounts, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. Whether you are new to investing or a seasoned trader, you can use PortfolioAnalyst to view all your accounts from a single dashboard.

All IBKR clients have free access to PortfolioAnalyst. Simply log in to Portal and select the Performance & Reports > PortfolioAnalyst menu item to get started.

Interactive Brokers has recently introduced several new features and enhancements to PortfolioAnalyst, including:

• Interest Rate Sensitivity Widget: View your fixed income portfolio’s interest rate sensitivity in detail, as a summary, and in a corresponding report section.
• “What’s New” Widget: View the newest enhancements, features and tools at-a-glance with the “What’s New” widget.
• PDF Report Generation: Generate a PDF for the data you are viewing in the Greeks, Attribution vs. Benchmark, Fixed Income, Projected Income and Activity widgets.
• External Account Management: If external data becomes stale, select the “Refresh” option to update your information. If the data connection for your linked account breaks, you can select “Fix It” to repair the connection rather than having to delink/relink the account.