PortfolioAnalyst

PORTFOLIOANALYST

Chart Your Path to Financial Independence with PortfolioAnalyst

Open Free PortfolioAnalyst Account

Free Standalone PortfolioAnalyst
for Non-Clients

Open Broker Account

IBKR Broker Account
with Integrated PortfolioAnalyst

Client Login

Access to Your Broker Account
with Integrated PortfolioAnalyst

PortfolioAnalyst Provides the Power of Clarity

PortfolioAnalyst consolidates your financial accounts, tracks each account’s account performance and activity, and provides a broad set of tools for analyzing your entire portfolio and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

Checking and Savings Accounts
Certificates of Deposit (CDs)
Credit Cards
Money Market Accounts
Brokerage Accounts
Other Assets and Liabilities
Real Estate (via Zillow – Zestimate)

Explore PortfolioAnalyst Features

Advanced Investment Analysis for Sophisticated Investors

Use PortfolioAnalyst to analyze your consolidated portfolio’s performance by asset class, sector, financial instrument, region and country, date and total for a selected period. Review portfolio concentration and risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Calmar Ratio, Alpha, Beta, Positive Periods, Negative Periods and more. Drill down into specific portfolio metrics such as Portfolio Movers, ESG, Projected Income, Fixed Income, Greeks and more.

Manage Client Portfolios with Information You Can Trust

PortfolioAnalyst offers Global Investment Performance Standards (GIPS®)-examined returns. We offer GIPS-verified money and time-weighted returns across composites, firms, currencies and countries to support you in your efforts to demonstrate reliable performance. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.

Read GIPS Examination Letter

Free. Global. Secure.

Free

There is no cost to use PortfolioAnalyst and a free account includes access to a suite of tools that helps you understand your current financial picture. If you are already an IBKR client, you will also have access to real-time data from your IBKR account and a number of advanced tools.

Global

Manage a global portfolio from anywhere in the world with an internet connection.

Secure

As a leading online broker, Interactive Brokers understands and values the trust our clients place in us to safeguard confidential data. We use trusted, industry standard security measures when linking your accounts with PortfolioAnalyst and maintain strict operational guidelines regarding access to your data.

PortfolioAnalyst is Free to Use

Open a PortfolioAnalyst Account Institutional Clients: Request a Demo

Interested in an Interactive Brokers Brokerage Account?

Interactive Brokers (Nasdaq: IBKR) is an automated global electronic broker that serves individual investors, hedge funds, proprietary trading groups, registered investment advisors and introducing brokers.

Our four-decade focus on technology and automation allows us to provide our clients with a sophisticated, global trading platform with the lowest costs for managing investments. IBKR clients enjoy access to cryptocurrencies¹, stocks, options, futures, currencies, bonds, funds and more on over 170 markets in 40 countries.

Open a Brokerage Account

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Disclosures

PortfolioAnalyst provides insights and tools for informational purposes only and does not offer investment, tax, or legal advice. Past performance is not a guarantee of future results, and forward‑looking estimates are subject to change. Aggregated and third‑party data may occasionally be delayed or incomplete. Hypothetical or backtested results are illustrative and may differ from real market conditions. Certain complex or leveraged products involve additional risks and may not be appropriate for every investor. Be sure to consider your goals, risk tolerance, and costs—and consult a qualified professional when needed.

All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this ad are for identification purposes only. Use of these names, trademarks and brands does not imply endorsement.

- INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.
- Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".
- IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") or Zero Hash LLC ("Zero Hash") exchanges. Any positions in digital assets are custodied solely with Paxos or Zero Hash and held in an account in your name outside of IB.
- Digital assets held with Paxos or Zero Hash are not protected by SIPC.
- For more information about eligibility to trade digital assets with Paxos or Zero Hash, please see the FAQ.
- Zero Hash LLC and Zero Hash Liquidity Services LLC are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services.