Interactive Brokers

Comprehensive Reporting

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Statements

Statements and Reports

Easy to view and customize, our statements and reports cover all aspects of your Interactive Brokers account:

  • Generate daily, monthly and yearly secure online Activity Statements as HTML files with expandable and collapsible sections, or as downloadable PDF files.
  • Create reusable and customized statements that include only the information that you want to see.
  • View real-time trade confirmations, margin details, and a variety of other supplemental reports.
  • Download statements into a variety of different file formats, including XML, text and a variety of third-party software such as Quicken or MS Excel.

View Activity Statement Samples

PortfolioAnalyst

Analyze the performance of your portfolio online by creating and saving customizable presentation-ready PDF reports in PortfolioAnalyst:

  • Create and save reports based on a set of measurement criteria and optionally compare the data to selected industry benchmarks.
  • Select one or more reports in your analysis, including allocation by sector or asset class, time period or cumulative performance, risk measures, and more.
  • Use the Performance Attribution report to explain differences between your portfolio and the S&P 500 Index due to asset allocation and/or return deviations from the index.
  • Create single-page snapshot PDF reports suitable for presentation.
View Samples
PortfolioAnalyst

Any trading symbols displayed are for illustrative purposes only and are not intended to portray a recommendation.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC