Risk Measures

Instructions

The Risk Measures widget allows investors to view portfolio risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Alpha, Beta, and more.

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

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

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

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

    Image of the PortfolioAnalyst risk measures widget.

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

    Image of the PortfolioAnalyst risk measures panel.

 

Additional Resources

Learn About PortfolioAnalyst at IBKR Campus

Visit the PortfolioAnalyst Website

Navigate to PortfolioAnalyst