Integration with Quote Details
New Portfolio Checkup Features
Get the real-time health of your entire portfolio with an in-depth analysis of your holdings. New features include:
New Education Center
Get quick access to help topics, documentation, contact support and more.
PortfolioAnalyst is now GIPS® Verified
Time-weighted and money-weighted returns are now calculated in accordance with the Global Investment Performance Standards (GIPS®). GIPS® established standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.
Introducing our new Home Tab
New Environmental, Social, and Governance (ESG) Report
Socially conscious investors can now analyze their portfolio's ESG ratings summary, controversy distribution, and largest holdings.
New PDF Report Changes Applied to IB Canada Annual Report
Changes for Reports in CSV Format
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy click here.
Your capital is at risk and your losses may exceed the value of your original investment.
Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.
Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.
Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.
For a list of IBG memberships worldwide, click here.