PortfolioAnalyst

PortfolioAnalyst lets you analyze the performance of your IB account, and view your balances, returns, positions and trades in external financial institution accounts.

Analyze Performance

• Daily, monthly or quarterly time periods
• Time-Weighted Return (TWR) or Money-Weighted Return (MWR) performance measures
• Risk measures at a glance
• Performance comparison to global industry benchmarks or your own custom benchmarks

View External Financial Institutions

• Current and prior balances, return percentage, and percent change in value for checking, savings, annuity, incentive plan and credit card accounts
• Drill down to view asset classes, positions and trades
• Individual or consolidated views

Performance Attribution Report

• Shows how asset allocation and securities selection affect your portfolio's performance when compared to the performance of the S&P 500 Index
• View data for all open or closed symbols grouped by asset class
• View the contribution of each asset class and sector to your portfolio's return
• Heat maps show the contribution to return of each symbol and sector in your portfolio