Synopses
Instructions
The Synopses section in PortfolioAnalyst allows master users of multiple accounts to create and save text-based cover letters and assign them to custom reports.
To navigate here, please click the Reports tab across the top of the PortfolioAnalyst screen.
Note: There is no character limitation when creating a synopsis.
Additional Resources
Learn About PortfolioAnalyst Reports at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus