![]() Portfolio Checkup will measure the performance of your portfolio across 200 industry benchmarks (or your own custom benchmark) to make sure that you’re still on track to hit your long-term goals. You can find this tool under the Risk Measures and Allocation widgets. Are you taking steps to make sure that your portfolio is keeping up? Interactive Brokers’ Portfolio Checkup is a dynamic tool that offers a more visual representation of your portfolio. Portfolio Checkup: Over the years, your life, income, financial goals and money priorities will change.You can find this tool in the Concentration widget. Interactive Brokers’ fund parser shows you more information on your fund weighting and which assets are costing you the most money. Fund parser: Many passive investors are unaware that the mutual funds and ETFs they invest in charge an annual expense - and these expenses can quickly add up over time, cutting into your retirement savings. ![]() CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. *GIPS® is a registered trademark owned by CFA Institute. ![]() You can also use the Dynamic Analytics Dashboard that offers a broad range of charts and tools which will speak to Global Investments Performance Standards or GIPS®. The PortfolioAnalyst tool is optimized for mobile, so you’ll be able to view all of your financial information and track your progress on the go. Interactive Brokers’ unique PortfolioAnalyst tool allows you to link external banking, checking, saving and credit card accounts, annuities, incentive plans, mortgages, student loans and more to view a more complete picture of your finances when you log in.
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