How do you open a PortfolioAnalyst Standalone account?

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:…

The Tax Planner is a tool within PortfolioAnalyst that helps you estimate taxes for your brokerage account activity. It allows you to select specific investment accounts to include, input taxable income from sources outside your investment accounts, customize tax rates, and view your total estimated tax liability based on your combined income sources…