Interactive Brokers Providing Powerful Free Tool to Help Investors Consolidate, Track and Analyze Performance Across All their Financial Accounts

PortfolioAnalyst Designed to Serve Even the Most Sophisticated Investors


GREENWICH, CT - October 9, 2018 - Interactive Brokers Group, Inc. (IEX: IBKR) an automated global electronic broker, is now offering its PortfolioAnalyst tool to the general public for free. This powerful online application provides consolidation, tracking, and analysis across financial accounts. First created in 2009, the tool has evolved to become one of the premier offerings in the industry and is widely used by IBKR’s individual clients, advisors and brokers. Investors no longer need to have an IBKR brokerage account to enjoy the benefits of PortfolioAnalyst. The simple sign up for PortfolioAnalyst is available at ibkr.com/pa.

"We believe Interactive Brokers’ PortfolioAnalyst is the most powerful, but still simple to use, tool to help investors consolidate, track and analyze performance across all their financial accounts," said Steve Sanders, EVP of Marketing and Product Development for Interactive Brokers. "PortfolioAnalyst creates a consolidated view of your financial accounts and provides sophisticated investment analysis tools – functionality that is typically limited in software such as Quicken, Mint and Personal Capital."

PortfolioAnalyst quickly and easily consolidates people's financial accounts so they can see everything in one place.

Investors can:

  • See the current performance of all of their financial accounts in one place on any desktop or mobile device.
  • Quickly link to their investment, checking, savings, annuity, incentive plan and credit card accounts held at almost any financial institution.
  • Easily see summary values at a glance for each individual financial institution or consolidated across all financial institutions.
  • View an individual date or date range.
  • Drill down to view positions and transactions by account or by asset class.

"Unlike other systems, PortfolioAnalyst provides tools and reports to satisfy sophisticated investors, while still being simple to set up and use," Sanders said.

For example, investors can:

  • View a wide variety of reports with easy-to-read, color-coded charts.
  • Generate reports on a daily, monthly or quarterly basis.
  • Measure their performance using Time-Weighted Return or Money-Weighted Return percentage values.
  • Compare their returns to over 200 popular benchmarks.
  • Create customized benchmarks.

Non-IBKR clients can open a PortfolioAnalyst Account at ibkr.com/pa.


About Interactive Brokers Group, Inc.:

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 120 markets in numerous countries and currencies, from a single IB Universal Account℠ to clients worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios at the lowest cost according to Barron's Best Online Brokers review, March 26, 2018. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.

For Interactive Brokers Group, Inc.

Investors: Nancy Stuebe, 203-618-4070 or Media: Kalen Holliday, 203-913-1369.