PortfolioAnalyst Support
PortfolioAnalyst
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Open Free PortfolioAnalyst Account
Free Standalone PortfolioAnalyst
for Non-Clients
Open Broker Account
IBKR Broker Account
with Integrated PortfolioAnalyst
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Access to Your Broker Account
with Integrated PortfolioAnalyst
Support Documentation
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
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.
Frequently Asked Questions
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PortfolioAnalyst is Free to Use
Open a PortfolioAnalyst Account Institutional Clients: Request a Demo
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 cryptocurrencies, stocks, options, futures, currencies, bonds, funds and more on over 150 markets in 34 countries.
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The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".
Your capital is at risk and your losses may exceed the value of your original investment.
Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.
Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.
Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.
Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.
For a list of IBG memberships worldwide, see our exchange listings.