Holdings
Instructions
The Holdings tab in PortfolioAnalyst allows investors to view the value and performance of their portfolio by asset type or asset class. The Holdings tab provides a return graph and highlights the accounts Net Asset Value, Return Percentage, and Deposits & Withdrawals.
To navigate here, please click the Holdings tab across the top of the PortfolioAnalyst screen.
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To change the time period covered, toggle between preset options or enter a custom date range.
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To change the performance measure, toggle between MWR (Money Weighted Return) or TWR (Time Weighted Return)
Asset classes include:
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Cash
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Commodities
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Equities
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Fixed Income
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Liabilities
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Real Estate
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Other
Asset types include:
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Brokerage
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Bank
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Credit Card
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Other Assets
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Other Liabilities
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Real Estate
Additional Resources
Learn About PortfolioAnalyst at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus