Portfolio Performance Profile

Portfolio Performance Profile

Portfolio Performance Profile

Interactive Brokers' Portfolio Performance Profile lets clients perform "what-if" analysis by adding or removing hypothetical positions and position quantities to and from their existing portfolio to see how these changes affect key portfolio metrics, including P&L, Delta and the Greeks and Value at Risk.

If you like the performance results from the hypothetical adding or removing of any positions, you can create and submit live orders from the Portfolio Performance Profile to add these positions to your actual portfolio.

The Portfolio Performance Profile is available from the New Window > Portfolio Tools menu item in Trader Workstation (TWS).

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Portfolio Performance Profile

Disclosures

The projections or other information generated by the Portfolio Performance Profile tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

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.