View and Edit Custom Benchmarks
Instructions
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Select the Configuration button in the top right corner of the PortfolioAnalyst page.
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Go to the Custom Benchmarks panel.
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Click the View (i) icon for the custom benchmark you want to view or edit.
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The custom benchmark opens in a pop-up. Click the Edit button to edit the custom benchmark name, abbreviation or component benchmarks.
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Click Save when you are done editing.
To delete a custom benchmark:
In the Benchmarks panel, click the Delete (x) icon for the custom benchmark you want to delete.
Additional Resources
Learn About PortfolioAnalyst Setting Custom Benchmarks at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus