Interactive Brokers introduces updated PortfolioAnalyst functionality
Interactive Brokers has launched a new tab in PortfolioAnalyst called "Planning," which will include all planning tools.
In addition to the popular "Allocation Goals" tool that Interactive Brokers clients are already familiar with, the tab will include a new tool, "Retirement Planner".
"The Retirement Planner will be ideal for users who want to assess their retirement prospects.
Users of the platform will be able to use the tools to plan different approaches to their financial journey.
It is worth noting that PortfolioAnalyst includes an integrated real-time reporting dashboard that allows users to view snapshots of a wide range of charts, reports, and tools.
All of these innovations have transformed PortfolioAnalyst into an intuitive hub with allocation, attribution, performance, risk metrics, and more, without the need to download PDF/CSV reports.
The broker continues to continuously improve trading capabilities for its users, demonstrating its client-centric approach. Previously, the company launched IBKR Desktop, a new generation trading application for Windows and Mac, as well as an updated version of the client portal, which significantly expanded the interface and added Portuguese language.