{"id":180025,"date":"2021-06-11T13:44:00","date_gmt":"2021-06-11T17:44:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/portfolioanalyst-2\/"},"modified":"2023-01-22T13:34:19","modified_gmt":"2023-01-22T18:34:19","slug":"portfolioanalyst-2","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/portfolioanalyst-2\/","title":{"rendered":"PortfolioAnalyst"},"content":{"rendered":"<p>PortfolioAnalyst combines IBKR\u00a0account data with held away account information to provide a consolidated view of your financial positions. IBKR\u00a0positions are marked with real-time updated quotes, while positions in held away investment, checking, savings, annuity, incentive plan and credit card accounts update daily.  PortfolioAnalyst includes a number of powerful features, including: <\/p>\n<ul>\n<li>Portfolio Checkup for an &#8220;at-a-glance&#8221;\u00a0summary of key portfolio analytics.<\/li>\n<li>Fund Parser for understanding your mutual fund and\/or ETF\u00a0exposure by sector, asset class and geography.<\/li>\n<li>Performance Attribution Report for weighting and contribution to return for each sector compares with the S&amp;P 500 for the period of the return.<\/li>\n<li>Reporting on a daily, monthly or quarterly basis, with the option of downloading reports as .CSV files<\/li>\n<\/ul>\n<p> PortfolioAnalyst is free and does not require an IBKR\u00a0account to use. IBKR\u00a0clients can access the tool via the PortfolioAnalyst menu in Client Portal.  &nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PortfolioAnalyst combines IBKR\u00a0account data with held away account information to provide a consolidated view of your financial positions. IBKR\u00a0positions are marked with real-time updated quotes, while positions in held away investment, checking, savings, annuity, incentive plan and credit card accounts update daily. PortfolioAnalyst includes a number of powerful features, including: Portfolio Checkup for an &#8220;at-a-glance&#8221;\u00a0summary of key portfolio analytics. Fund Parser for understanding your mutual fund and\/or ETF\u00a0exposure by sector, asset class and geography. Performance Attribution Report for weighting and contribution to return for each sector compares with the S&amp;P 500 for the period of the return. Reporting on a daily, monthly or quarterly basis, with the option of downloading reports as .CSV files PortfolioAnalyst is free and does not require an IBKR\u00a0account to use. IBKR\u00a0clients can access the tool via the PortfolioAnalyst menu in Client Portal. &nbsp;<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13257,13251],"class_list":{"0":"post-180025","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-p","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"PortfolioAnalyst combines IBKR account data with held away account information to provide a consolidated view of your financial positions.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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