Online trading major Interactive Brokers continues to expand the capabilities of its PortfolioAnalyst, a solution that consolidates, tracks and analyzes one’s complete financial performance.

Performance analysis on individual and consolidated model portfolios is now available.

  • Traders can start using the new capabilities today:
  • Activate model portfolios in PortfolioAnalyst;
  • Create custom model reports;
  • Enable model reports for delivery.

Further, advisors and brokers are now able to configure default and custom report delivery for all client accounts in bulk.

Let’s recall that, in August, Interactive Brokers introduce a new fund sector in PortfolioAnalyst. Funds with assorted/mixed sector allocations are now classified as Broad.

In the preceding update to the solution, support for Money-Weighted Return (MWR) was added when using daily frequencies throughout PortfolioAnalyst reports and online tools.

Also, Lipper Global is Interactive Brokers’ new data source for fund sector classifications where sector specific funds are appropriately classified.

Recent improvements also include integration with Quote Details. Users of PortfolioAnalyst can tap into the functionalities of the Quick Trade order ticket to easily place orders, manage open orders, and view recent trades.

In addition, they can make use of advanced intraday charting options to change time periods, add technical indicators like SMA, EMA, Bollinger Bands, and display volume charts.

The list of enhancements also includes live news stream and the ability to view recent transactions.