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Duration: 5:44

这一讲将为大家介绍IBKR客户端上的报表功能。

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Study Notes – 学习笔记:

IBKR 客户端Client Portal – 学习笔记

第四讲 – 报告功能

这一讲将为大家介绍IBKR客户端上的报表功能。

在IBKR 客户端上,⽤户可以浏览⼀系列报表,同时还可以对报告内容和接受报告的时间等进行⾃定义设置。

报表

点击菜单图标,打开菜单栏,找到报告选项,点击进入报告页⾯。

在报告页⾯中您可以看到三个选项卡,分别是报表、⾃主查询和税务。我们先来看⼀下报表栏。

在报表页⾯中,⽤户可以选择运⾏⼀个预设默认报表,或者运⾏自定义报表,还可以选择下载第三⽅报表。

在默认报表中,⽤户可以按照时间查看活动、按市价调整、已实现损益和交易确认报表等。

点击右侧的箭头图标,打开设置报表窗⼝。设置您需要查看的时间段。选择一种报表格式,您可以选择在浏览器中浏览网页版报表,还可以选择以HTML、PDF或者CSV的形式下载报表。

设置报表的语⾔,之后点击运⾏。

在下方的区域中可以设置⾃定义报表。点击右侧的“加号”打开新建报表窗口,输入报表名称,选择报表类型,在区段中选择您希望报告中列列出的项⽬,您可以按照需求选择多个项⽬。选择全部的话,所有的选项都会被自动勾选。在下方对查看选项进行自定义配置,可以选择查看盈亏的类型,是否显示已删除交易等。设置发送方式,选择以PDF、HTML或是CSV的⽅式⽣成报表,设置接收报表的时间段。

如果您选择的是在浏览器中查看报表的话,点击运⾏后,报表会⾃动在您的浏览器中打开。如果您选择的是下载报表的话,请在您的下载文件夹中查看报表。

自主查询

用户可以在⾃主查询中创建、保存以及运⾏自助查询,创建⽅法与⾃定义列表相似。

税务表格

⽤户可以通过IBKR客户端查询和下载多种近5年的税务表格。如果在您的IBKR客户端窗口中看不到选项,可以通过点击“查看”,在IBKR的官方网站中查看及下载多种税务表格。您可以在右侧看到税收优化⼯具。⽤户可以在选择的特定时间启⽤用该⼯具,最⼤程度得减少税务,⽐如您希望在特定时间平仓以避免产生税务。


Disclosure: Interactive Brokers - 盈透证券香港有限公司

美国盈透证券是NYSE – FINRA – SIPC的成员,受美国证监会(SEC)和商品期货交易委员会(the Commodity Futures Trading Commission)监管。盈透證券香港有限公司受香港證券及期貨事務監察委員會(SFC)監管,是香港交易所(HKEX)和香港期貨交易所(HKFE)的成員。

Disclosure: Interactive Brokers

Information posted on IBKR Traders’ Academy that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Academy are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Interactive Brokers - 盈透证券香港有限公司 and is being posted with permission from Interactive Brokers - 盈透证券香港有限公司. The views expressed in this material are solely those of the author and/or Interactive Brokers - 盈透证券香港有限公司 and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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