There are many features in a product that often go unnoticed or swept under the carpet because people don’t really know what they do, or how to use them.

Portfolio Analyst on Interactive Brokers (IB) is one of them and I’d like to introduce to you guys one of my favourite, and probably most useful, feature of the platform.

Portfolio Analyst – the ultimate analysis tool for your IB portfolio

The Portfolio Analyst tool on IB is a performance reporting, portfolio analytics and benchmarking tool all in one.

Big words. What do they mean? Let’s break it down one at a time.

Performance reporting and benchmarking

Performance reporting is simply reporting the performance of your investments in a single view. IB gives you all-day access to your investment holdings and compare them against various benchmarks (e.g. STI, VTI, S&P 500 – almost 200 of them) to evaluate your portfolio performance against