Top Ten Performers

Instructions

The Top Ten Performers panel displays ten clients ranked by their year-to-date (YTD) performance as determined by PortfolioAnalyst. Sort your view by Top or Bottom 10 performers using the drop down.

Image of the top ten performers panel in portal.

Note: The PortfolioAnalyst User Access Right (UAR) is required to view clients in the Top Ten Performers panel. Click here for more information.

Click a client's account number to view their CRM record. The Account Information UAR is required to view that client's CRM record. Click here for more information.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website