Online trading major Interactive Brokers has updated PortfolioAnalyst, beefing up its retirement planning tool.
Retirement planning generally involves more than one person. Interactive Brokers has now added support for additional user profiles to Retirement Planner.
Home ownership is often an important part of retirement planning. The broker has added support for other asset account types to support Zillow accounts.
Interactive Brokers kicked off 2024 by introducing a new tab with PortfolioAnalyst called Planning. The Planning tab will be the home for current and new planning tools that IBKR customers can use to plan the various aspects of their financial journey. The existing Allocation Goals tool will be moved under the Planning tab.
Interactive Brokers also introduced an exciting new tool called Retirement Planner, which will help users better understand their Retirement Outlook.
