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PortfolioAnalyst

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Free Standalone PortfolioAnalyst
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PortfolioAnalyst Users’ Guide PortfolioAnalyst Release Notes Fiserv Case Study GIPS® Verification Letter Sample Reports ESG White Paper Performance Attribution White Paper Risk Measures and Exposures White Paper Money Weighted Return and Time Weighted Return White Paper Retirement Planner White Paper
Individual engaging with IBKR Campus on a laptop to learn about PortfolioAnalyst

Support from IBKR Campus

IBKR Campus offers free educational material on the markets, products, and tools available via Interactive Brokers.

PortfolioAnalyst and Investment Reporting

This five-part online class provides you with an overview of PortfolioAnalyst, reviews the widgets and reports available in the tool, summarizes the steps for linking external accounts and reviews how to create allocation goals and set custom benchmarks.

View Course Details Visit IBKR Campus

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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.

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Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport