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

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PortfolioAnalyst Explained

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

Sign Up Today

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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PortfolioAnalyst's standard reports provide insight on your overall financial health. IBKR clients benefit from dynamic reporting on their investment performance.

  Supported Account Types
Report Type Brokerage Bank Credit Card Other Assets Other Liabilities
Standard Reports
Account Overview
Breakdown of Accounts
Open Position Summary*
Time Period Performance Statistics
Time Period Benchmark Comparison
Cumulative Performance Statistics
Cumulative Benchmark Statistics
Risk Measures
Risk Measures Benchmark Comparison
Historical Performance
Historical Performance Benchmark Comparison
Allocation by Asset Class
Allocation by Region
Allocation by Sector
Trade Summary
Corporate Actions
Interest Details
Deposits and Withdrawals
Dividends
Fee Summary
Premium Reports on IBKR Account
Performance Attribution vs. S&P 500 Report Only Available to IBKR Clients
Performance by Sector Report Only Available to IBKR Clients
Performance by Long & Short Report Only Available to IBKR Clients
Performance by Asset Class Report Only Available to IBKR Clients
Performance by Symbol Report Only Available to IBKR Clients
Projected Income Report Only Available to IBKR Clients

* Cost basis and unrealized P&L fields only available to IBKR clients.

IBKR is Committed to Safeguarding Your Confidential Information

As a leading online broker, Interactive Brokers understands and values the trust our clients place in us to safeguard confidential client data. We use trusted, industry standard security measures when linking your account with PortfolioAnalyst and maintain strict operational guidelines regarding access to your data:

  • Usernames and passwords are encrypted with Triple Data Encryption Standards (3DES) and nCipher hardware encryption. Data in transit is encrypted using TLS1.2 protocol.
  • IBKR will never sell or trade your personal information with outside marketing firms.
  • We restrict employee access to the personal, non-public information you share with us. Any employee with access to your personal, non-public information is prohibited from using or disclosing this information.

We are committed to protecting your account and personal information from fraudulent practices. For additional information about securing your account, please review our Recommended Cyber Security Practices.