Electronic transactions with large interactive brokers has improved the portfolio, introducing many new features.
Portfolioanalyst unifies your financial accounts, monitors the performance and activity of the account and provides a wide set of tools for analyzing the current situation and programming for the future. Whether you are young in investing or an experienced dealer, you can use Portfolioanalyst to see all your accounts from a single control panel.
All IBKR customers have free access to the portfolio. Simply log into the gateway and select the Performance & Reports menu> portfolioanalyst to get started.
The interactive brokers recently introduced various new features and improvements to the portfolio, such as:
- Widget interest rates of interest rates: See in detail the sensitivity of interest rate interest rates as a summary and a corresponding reference section.
- “What New Is New” Widget: See the latest At-a-Glance enhancements, features and tools with the widget “What’s New”.
- PDF Generation Report: Create a PDF for the data you see in Greeks, reference, fixed income, predicted income and activity widgets.
- External Account Management: If external data becomes outdated, select the “refreshment” option to update your details. If the data connection for the connected breaks of your account you can select “FIX IT” to repair the login instead of having to repeat/reconnect the account.