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PortfolioAnalyst

PortfolioAnalyst allows you to evaluate the performance of your IB portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing their data to selected industry benchmarks. You can create Detailed Reports, which let you select any combination of report sections for a variety of performance analyses, or Snapshot Reports, which are one-page summaries of an account's return, NAV, asset allocation and distribution of returns. Once you create and save reports, you can run, edit or delete them.

Brokers can also create and save cover letters called synopses and assign them to Detailed PDF reports.

You access PortfolioAnalyst in Account Management by clicking Reports > PortfolioAnalyst.

For more information

• For detailed instructions on using PortfolioAnalyst, see the Reporting Guide.