The selected account(s) were not invested in any of the selected model(s) during the time period selected and this is why no data is being displayed. Adjust your account, model, or time period selections to ensure the account(s) were actively invested in the selected model(s) during the chosen date range…

If you are experiencing issues linking an external account within PortfolioAnalyst, please take the following steps:

1. Verify that your login credentials (username and password) for the external financial institution are correct
2. Ensure that the external institution's website is currently accessible and functioning properly…

White branding is supported throughout PortfolioAnalyst portal, reports, emails and disclosures. To upload your logo, navigate to Portal > Settings > Account Settings > White Branding > Configure…

Yes, you can easily edit any information in your Tax Planner. Once your tax estimate is displayed, select the Pencil icon in the top right corner of any field you'd like to modify. If you want to completely restart the process, click the Start Over…

Check with your financial institution’s website to confirm that your login credentials are correct. Once confirmed, re-enter your Online ID and Password on the Add External Account page. Online accounts that use Multi-Factor Authentication often require multiple login attempts. Please contact…

ACCESS PORTFOLIO ANALYST REPORTS

PortfolioAnalyst, our online performance analysis and reporting tool, allows you to evaluate the performance of your portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing their data to selected industry benchmarks. You can also view the performance of your accounts held at any financial institution, including Interactive Brokers, and investment and non-investment accounts. Drill down to see accounts, asset classes, positions and transactions…

PortfolioAnalyst, our online performance analysis and reporting tool, allows you to evaluate the performance of your portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing their data to selected industry benchmarks. You can also view the performance of your accounts held at any financial institution, including Interactive Brokers, and investment and non-investment accounts. Drill down to see accounts, asset classes, positions and transactions…

Once you add an external account, it takes one business day for the data to be updated in PortfolioAnalyst. All of your external accounts are updated by the next business day.

Additional Information:…

If one of your external accounts has an error, use the 'Fix It' option to repair the connection. Once done, the account data will begin to harvest again each day. …

The Snapshot is a one-page report that displays graphs and charts representing an account's return, Net Asset Value (NAV), asset allocation and distribution of returns. The Snapshot gives you a downloadable and printable summary of an account’s performance and is suitable for presentation to advisor and broker clients. Optionally, you can include a benchmark comparison to compare your own performance against an industry standard benchmark or your own custom benchmark…

You can upload historical data for any linking External Accounts and any created Offline Accounts. 

Historical data may be entered manually or uploaded via CSV file. …

Brokerage, annuities, insurance, bank, credit card, real estate, loans and offline account types are supported…

Yes, you can link an IBKR account as an external account.  Review our Users Guide for step-by-step instructions. 

Additional Information…

CREATE CUSTOM REPORT

Use the button above or follow the below procedure to create a custom date range PortfolioAnalyst report:…

If insufficient data exists to determine a holding's Investment Theme exposure, the position will be categorized within the Not Mapped section to ensure completeness of the portfolio representation…