View all of your Financial Accounts in One Place

Discussion in 'Events' started by def, May 29, 2016.

  1. def

    def Sponsor

    Interactive Brokers clients already know PortfolioAnalyst as an easy-to-use online performance analysis and reporting tool. Now you can use PortfolioAnalyst to see the current performance of all of your financial accounts, including your investment, checking, savings, annuity, incentive plan and credit card accounts held at financial institutions outside of Interactive Brokers.

    After a quick and seamless setup in PortfolioAnalyst, you'll be able to view summary values at a glance for each individual financial institution or consolidated across all financial institutions and different time periods, including current and prior balances, return percentage, and percent change in value. Drill down to view asset classes, positions and trades for each financial institution or consolidated across all financial institutions.
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