Multi-custody solutions, advanced reporting, global support, benchmarks and risk metrics

Leverage free global solutions
to harness the power of portfolio management software you can trust.

PortfolioAnalyst® consolidates, tracks and analyzes your portfolios, offering multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns and powerful on-the-go analytics. Whether you are new to trading or an advanced investor, start adding accounts today.

Investment

Bank

Credit cards

Annuities

Incentive plans

Mortgages

Student loans

and more

Build Your Dashboard

Explore retail and professional solutions tailored to your needs.

On the train during the morning rush? Check your personal portfolio before market open. Prepping for a client meeting? Review your client’s asset allocation, returns and trades for the prior quarter.

Solutions Fit for You
Transitioning is easy

Transitioning made easy with
multi-custody solutions and
historical aggregation.

Spot opportunities and calibrate complete portfolio performance. Keep your performance track record with PortfolioAnalyst inception reporting and historical aggregation at no cost.

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PortfolioAnalyst is Free, Global and Secure

Free. Global. Secure.

Free

Access our entire suite of tools at no cost.

Global

Finance is global, financial management is local. Manage your worldwide accounts from any location.

Secure

Backed by IBKR, ranked #1 Online Broker of 2021 by Barron’s.2

Nothing beats free.

Our mission is to bring advanced portfolio analytics to everyone who needs them – both professionals and individuals. The best way to do that is to offer them at no cost, with no strings.

PortfolioAnalyst for Individuals

PortfolioAnalyst for Institutions

Disclosures:
  1. GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
  2. Interactive Brokers earned top ratings from Barron's for the past eleven years. A 5.0 star rating, February 26, 2021, February 21, 2020. A 4.5 star rating February 22, 2019, March 26, 2018, March 20, 2017, March 23, 2016, March 21, 2015, March 17, 2014, March 11, 2013, March 14, 2012 and March 14, 2011 Barron's Best Online Brokers. Criteria included Trading Experience and Technology, Usability, Mobile, Range of Offerings, Research Amenities, Portfolio Analysis & Reports, Customer Service, Education and Security, and Costs. Supporting documentation for claims and statistical information will be provided upon request. Barron's is a registered trademark of Dow Jones & Company, Inc.