Analyze Your Entire Financial Portfolio

  • PortfolioAnalyst's standard reports help you develop a complete understanding of your entire portfolio.
  • IBKR clients also benefit from real-time data regarding their IBKR positions.
  Supported Account Types
Report Type Brokerage Bank Credit Card Other Assets Other Liabilities
Standard Reports
Account Overview
Breakdown of Accounts
Open Position Summary*
Time Period Performance Statistics
Time Period Benchmark Comparison
Cumulative Performance Statistics
Cumulative Benchmark Statistics
Risk Measures
Risk Measures Benchmark Comparison
Historical Performance
Historical Performance Benchmark Comparison
Allocation by Asset Class
Allocation by Region
Allocation by Sector
Allocation by Financial Instrument
Trade Summary
Corporate Actions
Interest Details
Deposits and Withdrawals
Dividends
Fee Summary
Premium Reports on IBKR Account
Performance Attribution vs. S&P 500 Report Only Available to IBKR Clients
Performance by Sector Report Only Available to IBKR Clients
Performance by Long & Short Report Only Available to IBKR Clients
Performance by Financial Instrument Report Only Available to IBKR Clients
Performance by Symbol Report Only Available to IBKR Clients
Projected Income Report Only Available to IBKR Clients


* Cost basis and unrealized P&L fields only available to IBKR clients.

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