Activity

Instructions

The Activity widget allows investors to view information such as Trade Summary, Deposits & Withdrawals, Interest, Fees, Dividends, and Corporate Actions.

To navigate to the Activity widget, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Activity widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Activity widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst activity widget

  3. A new page will populate with additional information regarding your activity.

    Image of the PortfolioAnalyst activity panel.

 

Additional Resources

Learn About PortfolioAnalyst at IBKR Campus

Visit the PortfolioAnalyst Website

Navigate to PortfolioAnalyst