PortfolioAnalyst Configuration

Instructions

Use the Configuration tab to create Custom Benchmarks and add External Accounts.

• External Accounts

• Custom Benchmarks

• Models

 

Additional Resources

• Learn About PortfolioAnalyst External Accounts at IBKR Campus

• Learn About PortfolioAnalyst Creating Allocation Goals and Setting Custom Benchmarks at IBKR Campus

• Visit the PortfolioAnalyst Website

• Log in to PortfolioAnalyst