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PortfolioAnalyst - Release Notes 2022

PortfolioAnalyst Release Notes

April 2022

Week Ending April 14, 2022

Performance Attribution for Additional Benchmarks

  • 165 additional benchmarks are now available for the Performance Attribution report.
  • Using the allocation and selection effects, compare your portfolio's sector attribution to one of our 165 recently added benchmarks.
  • Previously, the S&P 500 was the only benchmark supported and is still the default benchmark selected.

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.