Electronic trading major Interactive Brokers has added Investment Themes Widget to its PortfolioAnalyst.

The Investment Themes Widget lets traders gain visibility into how a portfolio aligns with key investment themes. Some key features are:

• Prioritized view: Themes are automatically sorted by strength and then weight, surfacing the most aligned themes first
• Drill-down analysis: Expand any theme to reveal underlying companies and the companies rank within the theme
• Performance tracking: View Unrealized P&L for each company to monitor theme-based performance
• Complete coverage: Unmapped positions are displayed separately, ensuring full portfolio transparency

To navigate to the Investment Themes widget:

• Select Performance & Reports > PortfolioAnalyst > Navigate to the Investment Themes widget.
• Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Investment Themes widget.
• Select the blue arrow icon in the top right corner to view additional details.