PortfolioAnalyst Support

PortfolioAnalyst

Support Center

Individual engaging with IBKR Campus on a laptop to learn about PortfolioAnalyst

Support from IBKR Campus

IBKR Campus offers free educational material on the markets, products, and tools available via Interactive Brokers.

PortfolioAnalyst and Investment Reporting

This five-part online class provides you with an overview of PortfolioAnalyst, reviews the widgets and reports available in the tool, summarizes the steps for linking external accounts and reviews how to create allocation goals and set custom benchmarks.

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Frequently Asked Questions

PortfolioAnalyst is Free to Use

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Trading at IBKR

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 cryptocurrencies, stocks, options, futures, currencies, bonds, funds and more on over 150 markets in 34 countries.

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