Run a Report on Performance

Instructions

The report contains query accounts with performance greater than and/or less than a specified TWR.

  1. From the Portal home page, click the Reporting tab.
  2. Click Data Queries.
  3. In Report Type, select Performance.

    Image of run a performance report in Portal.

  4. Enter the following information:
    1. In Period, select 12 Months or Year to Date.
    2. In Performance, choose greater than (>), less than (<), less than or equal to (<=) or greater than or equal to (>=) and then enter a number for the percentage.
    3. In Format, select HTML/Web, PDF or CSV.
  5. Click Run Report.

    The Performance Report appears.

    Image of a sample performance report.

 

Additional Resources

Learn About Reporting in the Portal at IBKR Campus

Learn About Professor Trading Lab at IBKR Campus

Visit the IBKR Professor Trading Lab Website

Navigate to Data Queries