Access free and powerful reporting tools to measure performance and monitor activity.
The New Standard for Portfolio Management Software and Account Aggregation
PortfolioAnalyst® is a free tool that tracks and analyzes your complete portfolio, combining investment, banking, checking, savings, annuity, incentive plan and credit card accounts with advanced reporting, global support, benchmarks, risk metrics, powerful on-the-go analytics and tools that help you monitor performance, track spending and plan for retirement. Whether you are new to investing or an advanced trader, start adding accounts today.
Current and historical tax forms are available within Portal. In addition, our website provides resources for determining your country of residence for tax purposes, a summary of key reports and dates for the current tax year, detailed tax information for persons and entities, FAQs and additional useful information.
Our clients have access to a variety of customizable reports and statements for analyzing performance and reviewing account activity in detail.
Our customizable activity reports are available on-demand in a variety of formats, so you can easily track your activity on a daily, monthly, yearly or date-range basis.
Track your trading activity, including intraday trade confirmations, or create customized reporting templates for monitoring trade detail.
Monitor risk and forecast portfolio performance using our margin, value at risk and stress test reports.
We offer a full suite of reports to help you run your business and manage clients.
Our reporting solutions help you supervise client activities and efficiently manage your business.
Our compliance reporting helps build confidence and trust. The IBKR Compliance team will provide reports to help you ensure your business and operations remain in compliance with applicable regulations.
IBKR’s OMS delivers incredible value for institutions looking for a best-in-class order management system. OMS clients have access to a variety of reports and files that can be delivered daily to ensure your back office and operations teams have the information they need.
Statements can be downloaded in a variety of formats, including text, PDF, CSV or HTML, for use with third-party tools like Quicken, Tradelog or CapTools.
Consolidate statement and activity data from multiple accounts into a single statement. Concatenated statement and activity data joins full statements for all selected accounts into a single statement.
White brand statements, reports and other informational materials with your own organization’s identity, including performance reports created by PortfolioAnalyst.
Manage your investments and analyze your portfolio with a variety of tools by requesting integration with numerous third-party portfolio management software providers.
Our optimized reporting systems efficiently batch and process large reports and notify you once processing starts. FTP delivery is available for large statement files.
Manage gains and losses for tax purposes by using Tax Optimizer to change tax lot-matching methods on the fly.