PortfolioAnalyst - Release Notes 2022
December 2022
Week Ending December 16, 2022
Introducing PortfolioAnalyst Beta
- Now offering an intuitive dashboard with allocation, attribution, performance, risk metrics and more without the hassle of downloading PDF/CSV reports.
- View side-by-side summary statistics and drill down into details with historical periods, benchmark comparison, and frequency selection.
- Log into Client Portal > Performance & Reports > PortfolioAnalyst Beta and provide feedback to portfolioanalyst@interactivebrokers.com.
August 2022
Week Ending August 5, 2022
Account Performance with Long/Short Breakout
- Now supported for custom Time Period and Cumulative Performance Statistic reports.
- When selecting Time Period and/or Cumulative Performance Statistics you will be asked to Include Long and Short Breakout Yes|No on the next page.
July 2022
Week Ending July 22, 2022
New Crypto Connections for External Accounts
- Coinbase, Kraken and Gemini connections are now available to link in PortfolioAnalyst.
May 2022
Week Ending May 27, 2022
Now Offering PortfolioAnalyst for All Paper Accounts
- Test trading strategies, generate performance on prospective client portfolios and experience our robust platform before opening an account.
April 2022
Week Ending April 14, 2022
Performance Attribution for Additional Benchmarks
- 165 additional benchmarks are now available for the Performance Attribution report.
- Using the allocation and selection effects, compare your portfolio's sector attribution to one of our 165 recently added benchmarks.
- Previously, the S&P 500 was the only benchmark supported and is still the default benchmark selected.
March 2022
Week Ending March 4, 2022
Real-Time Pricing for External Positions
- View real-time pricing and activity across IBKR and external accounts in one consolidated view.