Consolidation, tracking, and analysis across financial accounts for sophisticated investors.

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PortfolioAnalyst Quickly and Easily Consolidates Your Financial Accounts

Understand Your Total Financial Health

  • Link PorftolioAnalyst with your investment, checking, savings, annuity, incentive plan and credit card accounts held at virtually any financial institution.
  • View consolidated summary values at a glance for each individual financial institution or consolidated across all financial institutions and different time periods, including current and prior balances, return percentage, and percent change in value.
  • Drill down to view positions and transactions by account or asset class.
  • Track performance for all linked accounts on any desktop or mobile device.
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Need more sophisticated investment analysis capabilities than what is offered by Mint, Personal Capital or Quicken? Use PortfolioAnalyst to easily link all your financial accounts and perform sophisticated investment analysis.

  • Stock Incentive Program
  • Checking & Savings
  • Mortgage
  • Credit Cards
  • 401K
  • Brokerage Account

Need more sophisticated investment analysis capabilities than what is offered by Mint, Personal Capital or Quicken? Use PortfolioAnalyst to easily link all your financial accounts and perform sophisticated investment analysis.

Stock Incentive
Program
Checking &
Savings
Mortgage
Credit Cards
401K
Brokerage
Account

PortfolioAnalyst is Free
and Easy to Use

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A Powerful Tool for Developing Integrated Investment and Financial Management Plans.

  • Measure your performance using Time-Weighted Return (TWR) or Money-Weighted Return (MWR) percentage values.
  • Develop financial projections with the Projected Income report.
  • Analyze Net Asset Value (NAV) and percentage value measures over time.
  • Compare your returns to more than 200 benchmarks – or create your own custom benchmark.
  • Generate easy-to-read reports on a daily, monthly or quarterly basis.
  • Apply filters and search across all linked financial accounts for positions or transaction detail.
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The Safety and Security of Your Financial Information is Essential

IB is committed to protecting your account and your account assets from fraudulent practices.

  • We never sell or trade your personal information to outside marketing firms.
  • We restrict access to the personal, nonpublic information that you have shared with us to only those employees who need to know such information in connection with the services that we provide to you.
  • We maintain strict employment policies that prohibit employees who have access to your personal, nonpublic information from using or disclosing such information.
  • Our systems include security measures such as encryption and firewalls.