Custom Benchmarks
Instructions
-
Select the Configuration button in the top right corner of the PortfolioAnalyst page.
-
Go to the Custom Benchmarks section.
-
Click the Create + icon in the Custom Benchmarks panel.
-
In the Create New Benchmark window, enter the Name of the benchmark and an Abbreviation.
When you search for a benchmark to add to a custom report, use the abbreviation as a quick way to search for and find this custom benchmark.
-
Type the first few characters of the benchmark you want to include in your custom benchmark. A list of matching benchmarks appears. For example, to add the S&P 500 index, you can type S&P 5 and a list of benchmarks that contain those characters appears.
-
Select one or more benchmarks to add.
-
Enter the weights of each benchmark that you added. For example, if you added the Russell 2000 Index and the S&P 500 Stock Index and wanted both to be of equal weight, you would type 50 for each benchmark to make sure the total adds up to 100%.
-
Click Continue. Your new custom benchmark is now available for you to select when creating or editing a custom report.
Additional Resources
Learn About PortfolioAnalyst Setting Custom Benchmarks at IBKR Campus
Learn About PortfolioAnalyst for Advisors at IBKR Campus