Portfolio Movers

Instructions

The Portfolio Movers widget allows investors to view the performance of individual portfolio holdings, summarized by financial instrument. The Portfolio Movers widget includes top performers, bottom performers, and performance by symbol.

To navigate to this tool, please take the steps outlined below.

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

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

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

    Image of the PortfolioAnalyst portfolio movers widget

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

    Image of the PortfolioAnalyst portfolio movers panel.

 

Additional Resources

Learn About PortfolioAnalyst at IBKR Campus

Visit the PortfolioAnalyst Website

Navigate to PortfolioAnalyst