Interactive Brokers enhances PortfolioAnalyst
Electronic trading major Interactive Brokers has enhanced PortfolioAnalyst. Previously premium reports were offered to IBKR accounts only but are now offered to external accounts at no extra cost. The reports include:
- Allocation and Performance by Sector;
- Performance Attribution vs. S&P 500;
- Performance by Asset Class;
- Performance by Financial Instrument;
- Performance by Underlying;
- Performance by Symbol.
In addition, the solution is now offering rates as benchmarks. The Secured Overnight Financing Rate (SOFR) in USD is now available.
In October 2020, PortfolioAnalyst saw the addition of new PDF Reports, with general changes including modern styles, reduced blank space, fewer pages, more analytics and faster report generation.
Users of PortfolioAnalyst also got to analyze their bond portfolio with the new Fixed Income report. The updated look and feel aim to make managing one’s external accounts a transparent and seamless process.
Also, Legacy reports Allocation by Sector and Performance by Sector have been combined into the new Allocation and Performance by Sector report.
The allocation section now offers amount and percent change over time. Δ represents change.
The performance section now offers MTM performance represented in amount and percent.
PortfolioAnalyst consolidates, tracks and analyzes one’s complete financial performance. Users can link their investment, checking, savings, annuity, incentive plan and credit card accounts to understand their current financial state and plan for the future.
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.