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.
To access PortfolioAnalyst reports in IBKR Mobile:
- Tap the Home menu icon in the bottom navigation menu.
- Tap the Portfolio Analyst shortcut. You can also find this shortcut on your Portfolio page.
- A mobile version of Client Portal will open on your device
- The Dashboard shows the change in the account's Net Asset Value and the return over various date ranges
- Select the Reports screen
- Under Default Reports click on one of the icons next to the report type (for example, Since Inception report) that you wish to run.
Find more information on PortfolioAnalyst in our Users' Guide.
Additional Information