Edit or Delete a Custom Report

Instructions

  1. Select the Reports button in the top right corner of the PortfolioAnalyst page.

  2. Scroll to the Custom Reports section.

  3. Click the Edit (pencil) icon to open the custom report for editing.

    Image of the PortfolioAnalyst pencil icon to edit custom report.

  1. The Edit Custom Report page opens.
  2. Edit content in the following areas:
    Image of the PortfolioAnalyst edit custom report panel.

    • Report Name: Name the report.

    • Time Period: Select a time period for the report. Options are:

      • Custom

      • Calendar Year

      • Previous Month

      • Previous Quarter

      • Month to Date

      • Year to Date or

      • Since Inception (this is the inception date of your account).

    • Frequency: Select how often to receive the report.

      • NOTE: The options for this field will change and are dependent on what you choose in Time Period.

    • From Date: Start date of the report.

      • NOTE: The options for this field will change and are dependent on what you choose in Time Period and Frequency.

    • To Date: End date of the report.

      • NOTE: The options for this field will change and are dependent on what you choose in Time Period and Frequency.

    • Report Type: Choose Detailed (report with multiple report pages) or Snapshot (one-page summary).

    • Format: Choose PDF or CSV (comma-separated values file).

    • Performance Measure: Choose Time-Weighted Return or Money-Weighted Return. Time-Weighted Return lets you view the percent return produced over time independent of contributions or withdrawals. Money-Weighted Return DOES include contributions and withdrawals.

    • Replace Account ID with Account Alias?: You can display the account number as an account alias if you have configured one.

      Image of the PortfolioAnalyst custom report optional pages panel.

       

    • Include Cover Page?: Select Yes to include a cover page with the report.

    • Include Table of Contents?: Select Yes to include a table of contents with the report.

      Image of the PortfolioAnalyst custom report table of contents panel.

    • Choose specific report pages to include. These are individual reports that provide different performance analysis of your portfolio. For more information about each report page, see Report Pages in a Detailed Custom Report
      Image of the PortfolioAnalyst choose specific report panel.

  3. After you edit or delete options, click Continue.

  4. Review your changes and then click Save Changes.

  5. To delete a saved custom report, click the Delete x icon for the report you want to delete.

    Image of the PortfolioAnalyst delete custom report x icon.

 

Additional Resources

Learn About PortfolioAnalyst Reports at IBKR Campus

Visit the PortfolioAnalyst Website

Log in to PortfolioAnalyst Reports