You can create an offline account that mimics your held away account. Select Offline Account. By adding an “Offline Account” you are requesting that we use data regarding an account that you hold outside of this firm and include it in your Portfolio Analysis report. To do this, you must obtain this data directly from the financial institution where you hold your account and enter it into IBKR’s systems.
What if my financial institution is not listed?
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How do I get started with PortfolioAnalyst?
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…
How do I access the PortfolioAnalyst report in IBKR Mobile?
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…
How do I add an external account to PortfolioAnalyst?
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:…
Can I include accounts from other financial institutions in my tax estimate?
Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…