Advanced Investment Analysis for Sophisticated Investors

Consolidate, track and analyze your complete financial performance.
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IBKR Broker Account
PortfolioAnalyst Account Features Free Account IBKR Broker Account
Link external investment, checking, savings, annuity, incentive plan and credit card accounts into a consolidated view1
View IBKR account data with advanced reporting features
Drill down to view positions and transactions by account or asset class
View current or prior balances, returns and percent change in value across time periods.
Track performance for all linked accounts on any mobile or desktop device
Premium reporting capabilities, including projected income and performance attribution reporting
Real-time broker account data

Watch Overview

  1. Coverage of available financial institutions for linking is concentrated in the US, Canada and the UK.

When Was Your Last Checkup?

Transform portfolio data into powerful analytics with Portfolio Checkup.
  • Measure performance against more than 200 industry benchmarks.
  • Apply risk metrics for a better understanding of your returns and opportunities.

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PortfolioAnalyst Checkup

Uncover Your Aggregate Fund Exposure

See the weighting of your ETFs and Mutual Funds by top 10 holdings, region and sector allocation.

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Fund Parser

Deeper Insights With Comprehensive Reporting

  • Develop a complete understanding of your entire portfolio.
  • Drill down into risk measures, benchmark comparisons, allocation breakdowns and more.

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Tutorials to Get Started

  • Get up and running quickly with video lessons.
  • Learn about key features and functionality in our users' guide.

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Your Data Is Safe

  • Encrypted communications for sensitive client data.
  • IBKR will never sell or trade your personal information.
  • Interactive Brokers understands and values the trust our clients place in us to safeguard confidential client data.

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