Portfolio Checkup Launched by Interactive Brokers


Interactive
Brokers Group, Inc. (IEX: IBKR), an automated global electronic
broker, has created Portfolio Checkup, an easy-to-use online portfolio
analysis tool that provides people with a single page analysis of their
current financial situation.


This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20190325005502/en/

Steven Sanders, EVP Interactive Brokers

Steven Sanders, EVP Interactive Brokers


Portfolio Checkup is incorporated within PortfolioAnalyst, a powerful
online application that lets investors easily consolidate, track and
analyze performance across all their financial accounts including bank,
credit card, broker, and mortgage accounts held at any financial
institution. Investors, whether they are currently clients of
Interactive Brokers or not, can use both PortfolioAnalyst and Portfolio
Checkup for free.


With these tools, investors can quickly combine their financial accounts
so they can see their complete portfolio view and obtain advanced
investment analytics. The simple sign up is available here: https://www.interactivebrokers.com/pa


“We provide a one stop portfolio analysis tool that lets you see
investment returns, risk, asset class distribution, geographical
distribution, and sector distribution for all accounts in one location,”
said Steven Sanders, EVP of Marketing and Product Development for
Interactive Brokers. “Portfolio Checkup measures your complete portfolio
performance and shows results in an easy-to-understand format.”


With Portfolio Checkup, investors can:


  • Measure performance against 230 industry benchmarks or their custom
    benchmarks and toggle between money and time weighted returns with the
    click of a mouse.

  • Use risk metrics such as max drawdown, peak-to-valley, Sharpe ratio
    and standard deviation to understand at a glance their portfolio’s
    risks relative to returns.

  • Understand their portfolio exposure by geography, sector and asset
    class.


“We’re offering these free tools to the investing public at large to
expand the Interactive Brokers brand and raise awareness of our breadth
of products, sophisticated technology, and superior pricing,” Sanders
said.


About Interactive Brokers Group, Inc.


Interactive
Brokers Group affiliates provide automated trade execution and
custody of securities, commodities and foreign exchange around the clock
on over 120 markets in numerous countries and currencies, from a single
IBKR Integrated Investment Account to clients worldwide. We service
individual investors, hedge funds, proprietary trading groups, financial
advisors and introducing brokers. Our four decades of focus on
technology and automation has enabled us to equip our clients with a
uniquely sophisticated platform to manage their investment portfolios at
the lowest cost, according to Barron’s Best Online Brokers review,
February 25, 2019. We strive to provide our clients with advantageous
execution prices and trading, risk and portfolio management tools,
research facilities and investment products, all at low or no cost,
positioning them to achieve superior returns on investments.

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