featured, IBKR, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers keeps expanding the capabilities of PortfolioAnalyst, a solution that analyzes one’s complete financial performance.
featured, IBKR, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers makes 165 additional benchmarks available for the Performance Attribution report in PortfolioAnalyst.
IBKR, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers enhances Configuration Tab in PortfolioAnalyst, allowing users to create amount allocations for asset classes.
Allocation Report, IBKR, Interactive Brokers, PortfolioAnalyst
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Legacy report Allocation by Region has been replaced with Interactive Brokers’ new Allocation and Performance by Region report.
Interactive Brokers, model portfolios, PortfolioAnalyst
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Interactive Brokers makes performance analysis on individual and consolidated model portfolios available in PortfolioAnalyst.
IBKR, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers is introducing a new fund sector in PortfolioAnalyst for funds with assorted/mixed sector allocations.
IBKR, Interactive Brokers, PortfolioAnalyst
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The latest enhancements to Interactive Brokers’ PortfolioAnalyst include integration with Quote Details.
IBKR, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers enables investors to get the real-time health of their entire portfolio with an in-depth analysis of their holdings.
ESG, ESG report, Interactive Brokers, PortfolioAnalyst
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Interactive Brokers offers users of PortfolioAnalyst to analyze their portfolio’s ESG ratings summary, controversy distribution, and largest holdings.
Interactive Brokers, PortfolioAnalyst
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Interactive Brokers introduces a new Home Tab in PortfolioAnalyst, consolidates, tracks and analyzes one’s complete financial performance.
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