PortfolioAnalyst Education Center

Interactive Brokers offers a number of resources to help you maximize the benefits of PortfolioAnalyst.


Videos

Overview

Overview

Getting Started

Getting Started

External Accounts

Adding External Accounts

Reporting

Creating Custom Reports

Checkup

Portfolio Checkup

 
Documentation



White Papers

Performance Attribution
This white paper describes how to use PortfolioAnalyst to analyze Performance Attribution, which determines how a portfolio's asset allocation and selection of securities affects performance when compared to a benchmark.

Money and Time Weighted Return
PortfolioAnalyst allows you to switch between Money Weighted Return and Time Weighted Return with the click of a mouse. This white paper explains the mechanics and application of each measure of portfolio return.

Risk Measures
Risk measures are historical predictors of investment risk, volatility and overall portfolio analysis. This white paper provides a detailed explanation of the risk measures available in PortfolioAnalyst.

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