Performance

The Performance section of the Portfolio menu displays the Portfolio News, Portfolio Calendar Events, and Portfolio Performance chart which shows the Time Weighted Return (TWR) of your portfolio, or the percent return produced over time, independent of contributions or withdrawals. To view this information, please take the steps outlined below.

Instructions

  1. Click the Portfolio menu The portfolio menu icon. from the top left corner of your screen.

  2. On the right hand side of the page, click the Performance tab.

    The portfolio performance menu

  3. Scroll to view additional Portfolio Calendar Event information.

 

Additional Resources

Learn About the IBKR Desktop Interface at IBKR Campus

Visit the IBKR Desktop Website