Interactive Brokers Rolls out Updates to PortfolioAnalyst

Interactive Brokers​ LLC (NASDAQ: IBKR) is rolling out a series of updates to its PortfolioAnalyst solution, which is designed to help investors consolidate, track and analyze performance across all their financial accounts.

The enhancements the US-listed brokerage is adding include:

· Introducing its new Home Tab in PortfolioAnalyst. Users can now toggle between Money-Weighted and Time-Weighted returns and view/hide chart or table.

· Offering the feature of viewing performance by Account Type and Asset Class/Financial Instrument.

· Adding a range of crucial functionalities, including filtering Excluded and External Accounts, configuring columns, and linking another external account.

Previously, Interactive Brokers has also removed legacy reports Allocation by Sector and Performance by Sector and combined into a new Allocation and Performance by Sector report.

Amount and percent change over time is now available in the allocation section. In addition, the performance section now provides MTM performance showed in amount and percent.

The largest US electronic broker, which reported strong results for the past three consecutive months with its DARTs for March​ and January​ standing at 2,998 thousand and 3,295 thousand, respectively, has continued to enhance its trading platform and tools in order to offer its clients with more flexibility. Fazzaco has recently reported Interactive Brokers' enhancement to its TWS Platform​, its expansion of news and research offerings​, and the update of its client portal​.