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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.\u003C\u002Fp>\u003Cp>Use the button above or do the following to access PortfolioAnalyst reports:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>Performance & Reports\u003C\u002Fstrong> menu followed by \u003Cstrong>Overview\u003C\u002Fstrong> under \u003Cstrong>PortfolioAnalyst\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>The \u003Cstrong>Home\u003C\u002Fstrong> screen shows the change in the account's Net Asset Value and the return over various date ranges\u003C\u002Fli>\u003Cli>Select the \u003Cstrong>Reports\u003C\u002Fstrong> screen\u003C\u002Fli>\u003Cli>Under \u003Cstrong>Default Reports\u003C\u002Fstrong> click on one of the icons next to the report type (for example, Since Inception report) that you wish to run.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>Find more information on \u003Ca href=\"https:\u002F\u002Fguides.interactivebrokers.com\u002Fpa\u002FDefault.htm\">PortfolioAnalyst\u003C\u002Fa> in our Users' Guide.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Traders' Academy \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fcampus\u002Ftrading-lessons\u002Fportfolioanalyst-overview\u002F\">PortfolioAnalyst Overview\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fguides.interactivebrokers.com\u002Fpa\u002FDefault.htm#pa_summaryscreenfunctions.htm?TocPath=Summary%2520Screen%2520Functions%257C_____0\">PortfolioAnalyst Users' Guide\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.youtube.com\u002Fembed\u002FrcluuPbtFMw?rel=0\">PortfolioAnalyst Overview Short Video\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F34501813\">How do I create a custom PortfolioAnalyst report?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1206,1212],{"id":628,"title":629,"feedback_context":1207},{"request_context":1208,"type":1209,"id":628,"faq_id":628,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:JFaqHTTP5-54e2ba87-cc6b-4bbb-9f8a-77ebe6f13e75","FAQ_NAVIGATION",1794515175946,"f9de4c91-a105-421c-9e38-f04d40ec90ac",{"id":768,"title":769,"feedback_context":1213},{"request_context":1208,"type":1209,"id":768,"faq_id":768,"timestamp":1210,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_PORTFOLIO_ANALYST\">ACCESS PORTFOLIO ANALYST REPORTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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…\u003C\u002Fp>","_jIg-C96dOw",[1217,1229,1236,1243],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224},"113956964","How do I access the PortfolioAnalyst report in IBKR Mobile?",{"request_context":1208,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1211},"FAQ_SIMILAR",1794515175988,"\u003Cp>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. 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Drill down to see accounts, asset classes, positions and transactions…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=113956964","FAQ",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234},"66001541","How do I add an external account to PortfolioAnalyst?",{"request_context":1208,"type":1221,"id":1230,"faq_id":1230,"timestamp":1222,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ADD_EXTERNAL_ACCOUNTS\">ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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:…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1235,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=66001541",{"id":1237,"title":1238,"feedback_context":1239,"short_description":1240,"source":1241},"77056497","How do I see a PortfolioAnalyst report submitted for batch processing?",{"request_context":1208,"type":1221,"id":1237,"faq_id":1237,"timestamp":1222,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_PORTFOLIO_ANALYST\">VIEW REPORTS SUBMITTED FOR BATCH PROCESSING\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can view the status of reports queued for batch processing in Client Portal:…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1242,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=77056497",{"id":1244,"title":1245,"feedback_context":1246,"short_description":1247,"source":1248},"88578277","How do you open a PortfolioAnalyst Standalone account?",{"request_context":1208,"type":1221,"id":1244,"faq_id":1244,"timestamp":1222,"cir_id":1211},"\u003Cp>The PortfolioAnalyst Standalone account is a powerful tool for sophisticated investors for comprehensive analysis to understand your total financial health. 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