Interactive Brokers introduces new fund sector in PortfolioAnalyst

Online trading major Interactive Brokers keeps enhancing the capabilities of its PortfolioAnalyst, a solution that consolidates, tracks and analyzes one’s complete financial performance.

Interactive Brokers is introducing a new fund sector in PortfolioAnalyst. Funds with assorted/mixed sector allocations are now classified as Broad.

In the preceding update to the solution, support for Money-Weighted Return (MWR) was added when using daily frequencies throughout PortfolioAnalyst reports and online tools.

Also, Lipper Global is Interactive Brokers’ new data source for fund sector classifications where sector specific funds are appropriately classified.

Recent improvements also include integration with Quote Details. Users of PortfolioAnalyst can tap into the functionalities of the Quick Trade order ticket to easily place orders, manage open orders, and view recent trades.

Also, they can make use of advanced intraday charting options to change time periods, add technical indicators like SMA, EMA, Bollinger Bands, and display volume charts.

The list of enhancements also includes live news stream and the ability to view recent transactions.

In one of the previous updates, the broker added new portfolio checkup features, so that investors can get the real-time health of their entire portfolio with an in-depth analysis of their holdings.

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