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Press Release

Portfolio Checkup Launched by Interactive Brokers

Major Online Brokerage Firm Offering Financial Health Screening Tool Free for All

GREENWICH, Conn. - March 25, 2019 - Interactive Brokers Group , Inc. (IEX: IBKR), an automated global electronic broker, has created Portfolio Checkup, an easy-to-use online portfolio analysis tool that provides people with a single page analysis of their current financial situation.

Portfolio Checkup is incorporated within PortfolioAnalyst, a powerful online application that lets investors easily consolidate, track and analyze performance across all their financial accounts including bank, credit card, broker, and mortgage accounts held at any financial institution. Investors, whether they are currently clients of Interactive Brokers or not, can use both PortfolioAnalyst and Portfolio Checkup for free.

With these tools, investors can quickly combine their financial accounts so they can see their complete portfolio view and obtain advanced investment analytics. The simple sign up is available here: https://www.interactivebrokers.com/pa.

"We provide a one stop portfolio analysis tool that lets you see investment returns, risk, asset class distribution, geographical distribution, and sector distribution for all accounts in one location," said Steven Sanders, EVP of Marketing and Product Development for Interactive Brokers. "Portfolio Checkup measures your complete portfolio performance and shows results in an easy-to-understand format."

With Portfolio Checkup, investors can:

  • Measure performance against 230 industry benchmarks or their custom benchmarks and toggle between money and time weighted returns with the click of a mouse.
  • Use risk metrics such as max drawdown, peak-to-valley, Sharpe ratio and standard deviation to understand at a glance their portfolio’s risks relative to returns.
  • Understand their portfolio exposure by geography, sector and asset class.

"We’re offering these free tools to the investing public at large to expand the Interactive Brokers brand and raise awareness of our breadth of products, sophisticated technology, and superior pricing," Sanders said.

About Interactive Brokers Group, Inc.
Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 120 markets in numerous countries and currencies, from a single IBKR Integrated Investment Account to clients worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios at the lowest cost, according to Barron's Best Online Brokers review, February 25, 2019. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.

For Interactive Brokers Group, Inc. Investors: Nancy Stuebe, 203-618-4070 or Media: Kalen Holliday, 203-913-1369 or media@ibkr.com