Interactive Brokers enhances PortfolioAnalyst, adding planning tools and retirement planner

Electronic trading major Interactive Brokers is introducing a new tab with PortfolioAnalyst called Planning.

The Planning tab will be the home for current and new planning tools IBKR clients may use to plan the various aspects of their financial journey. The existing ‘Allocation Goals’ tool will be moved underneath the Planning tab.

Interactive Brokers also introduced a brand new tool called the Retirement Planner which will help users better understand their Retirement Outlook.

In March 2023, Interactive Brokers rolled out a major platform upgrade that puts a new level of analytical power, ease and convenience.

For the first time, PortfolioAnalyst includes an integrated, real-time reporting dashboard that gives you snapshot views of a broad range of charts, reports and tools.

PortfolioAnalyst is now an intuitive dashboard with allocation, attribution, performance, risk metrics and more without the hassle of downloading PDF/CSV reports.

Traders can 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 and provide feedback to

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