Interactive Brokers Enhances PortfolioAnalyst with New Features

IB a global leader in electronic trading, has released a series of powerful enhancements to its PortfolioAnalyst platform. These enhancements further empower investors with advanced tools to monitor and analyze their financial health.

PortfolioAnalyst is a comprehensive solution that consolidates financial accounts, tracks portfolio performance, and provides robust tools for evaluating investments and planning for the future. Designed to cater to both novice investors and seasoned traders, the platform offers a unified dashboard for users to view and manage all their financial accounts in one place.

Free for All IBKR Clients

All Interactive Brokers clients have complimentary access to PortfolioAnalyst. By logging into the IBKR Portal and navigating to Performance & Reports > PortfolioAnalyst, users can begin leveraging its full suite of capabilities.

New Features and Enhancements

The latest update introduces several new features aimed at improving usability, transparency, and depth of analysis:

• Interest Rate Sensitivity Widget: This new widget provides detailed insights into how a users fixed income portfolio responds to interest rate changes. It offers a comprehensive summary and integrates a dedicated report section to help users better understand potential rate-related risks.
• “What‘s New” Widget: Keeping up with evolving tools just got easier. The new “What’s New” widget gives users a quick overview of the latest updates, features, and enhancements added to PortfolioAnalyst.
• PDF Report Generation: Users can now generate PDF reports directly from key widgets, including Greeks, Attribution vs. Benchmark, Fixed Income, Projected Income, and Activity. This feature streamlines reporting and documentation for personal analysis or client presentations.
• External Account Management Improvements: Managing linked external accounts is now more seamless. If imported data becomes outdated, users can simply click “Refresh” to update it. In cases where data connections break, a new “Fix It” option allows users to repair links without needing to delink and relink their accounts—saving time and reducing hassle.

A Platform for All Investors

With these enhancements, PortfolioAnalyst continues to evolve as a go-to platform for investors seeking a clearer, more detailed picture of their financial situation. By integrating sophisticated analytical tools and expanding usability, Interactive Brokers demonstrates its ongoing commitment to innovation and client empowerment.