How do I get started with PortfolioAnalyst?

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…

ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST

The External Accounts screen lets you add accounts held at other financial institutions to Portfolio Analyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the most recent value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts. Use the button above or follow the below procedure to add accounts:…

VIEW REPORTS SUBMITTED FOR BATCH PROCESSING

You can view the status of reports queued for batch processing in Client Portal:…

The PortfolioAnalyst Standalone account is a powerful tool for sophisticated investors for comprehensive analysis to understand your total financial health. The PortfolioAnalyst links your investment, checking, savings, annuity, incentive plan and credit card accounts which allows you to track performance for all linked accounts…