Electronic trading major Interactive Brokers continues to enhance its solutions, with the latest updates concerning PortfolioAnalyst.
All IBKR clients have free access to PortfolioAnalyst. Simply log in to Portal and select the Performance & Reports > PortfolioAnalyst menu item to get started.
If you have an individual, joint or trust account with IBKR, you can now access a Budgeting tool from PortfolioAnalyst. The Budgeting tool allows you to create annual and monthly budgets that use transaction data from your brokerage, bank and credit card accounts to track and categorize spending.
The tool includes:
- Budget Overview, which shows your budget in both a table and chart format.
- Spending Insight, which shows your current…
Read More
