PortfolioAnalyst

PortfolioAnalyst

Chart Your Path to Financial Independence with PortfolioAnalyst1

Take the First Step

PortfolioAnalyst Provides the Power of Clarity

PortfolioAnalyst consolidates your financial accounts, tracks each account’s account performance and activity, and provides a broad set of tools for analyzing your entire portfolio and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

  • Checking and Savings Accounts
  • Certificates of Deposit (CDs)
  • Credit Cards
  • Money Market Accounts
  • Brokerage Accounts
  • Other Assets and Liabilities
  • Real Estate (via Zillow – Zestimate)

Explore PortfolioAnalyst Features

Advanced Investment Analysis for Experienced Investors

Use PortfolioAnalyst to analyze your consolidated portfolio’s performance by asset class, sector, financial instrument, region and country, date and total for a selected period. Review portfolio concentration and risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Calmar Ratio, Alpha, Beta, Positive Periods, Negative Periods and more. Drill down into specific portfolio metrics such as Portfolio Movers, ESG, Projected Income, Fixed Income, Greeks and more.

Manage Client Portfolios with Information You Can Trust

PortfolioAnalyst offers Global Investment Performance Standards (GIPS®)-examined returns. We offer GIPS-verified money and time-weighted returns across composites, firms, currencies and countries to support you in your efforts to demonstrate reliable performance. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.

Read GIPS Examination Letter

Free. Global. Secure.

Free

There is no cost to use PortfolioAnalyst and a free account includes access to a suite of tools that help you understand your current financial picture. If you are already an IBKR client, you will also have access to real-time data from your IBKR account and a number of advanced tools.

Global

Manage your accounts worldwide and manage your worldwide accounts from a single platform that is available wherever you are.

Secure

As a leading online broker, Interactive Brokers understands and values the trust our clients place in us to safeguard confidential data. We use trusted, industry standard security measures when linking your accounts with PortfolioAnalyst and maintain strict operational guidelines regarding access to your data.

PortfolioAnalyst is Free to Use

Open a PortfolioAnalyst Account

Trading at IBKR

Interested in an Interactive Brokers Brokerage Account?

Interactive Brokers (Nasdaq: IBKR) is an automated global electronic broker that serves individual investors, hedge funds, proprietary trading groups, registered investment advisors and introducing brokers.

Our four-decade focus on technology and automation allows us to provide our clients with a sophisticated, global trading platform with the lowest costs for managing investments. IBKR clients enjoy access to stocks, options, futures, currencies, bonds and more on over 150 markets in 34 countries.

Open a Brokerage Account

Already a Client?

Log in to Your Account

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.