How do I select models on the PortfolioAnalyst Dashboard?

IBKR provides a Market Scanner tool on the TWS which allows you search the list of available CDs and filter the list by select criteria. To open the tool select the Mkt Scanner option located on the TWS top menu bar or select the Analytical Tools…

The account(s) you select determine which models are available because each account may be invested in different models. This applies to both the Dashboard and Reports. Changing your account(s) resets any previously selected models so the Models picker can refresh with the applicable models…

To invest clients in a Customized Index model:

1. From the Classic TWS Portfolio page, use the selector to choose the account you want to invest. 
2. Find and click Reallocate on the far right side of the page. …

Yes, you can include models in both the Dashboard and Report. Models can be selected on the Dashboard via the gray control bar and in the Reports tab when running default or custom reports. On the Dashboard, models apply to all supported widgets. In Reports, you can choose to consolidate selected models into a single report or generate an individual report for each selected model…