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Duration: 2:25

Contributor: Interactive Brokers

Level: Beginner

Get the real-time health of your entire portfolio with an in-depth analysis of your holdings. Portfolio Checkup provides a detailed snapshot of your assets by return, risk, and allocation sections.

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Study Notes:

Click the Portfolio Checkup icon to see your portfolio grouped according to common distributions. First, make sure that you have selected only the accounts you really want to see. Then, select the desired timeframe to view the results. I’ll select year-to-date by clicking this icon.

Data for each section is captured in a plot.

The Return & Risk plot computes daily returns and aggregates those returns into a risk bucket. If you select seven days, the plot will assign each day into a bucket of returns. The larger the selected time period, the more buckets to display.

You can select up to three benchmarks to compare your portfolio performance to. Below the chart is a risk table showing peak-to-valley, Sharpe ratio and standard deviation risk metrics for the chosen time period. And you can configure the display of additional metrics by clicking the gear icon and selecting more.

This view enables you to see how much risk you took and the distribution of returns relative to a broad benchmark. So, you can see whether your risk-taking outpaced or underperformed any chosen benchmark.

For any of these plots, click on the Help icon to the upper right of each plot for valuable descriptive information.

The Asset Class Distribution plot breaks down the composition of your portfolio by long/short positions as well as by sector.

Click the arrowheads in the table beneath the plot for detailed information on the asset class breakdown.

Use the blue/white icons to the upper right corner of this page to hide/reveal the plot and table view.

The Geographic Distribution breaks your portfolio down according to global region as well as by long and short positions. Click the arrowheads in the data table beneath to see which piece of each asset class belongs to which region.

The Sector Distribution plot breaks your portfolio down by long and short position according to economic sector weighing.

Portfolio Checkup Information

PortfolioAnalyst User Guide

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and 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 by IBKR to buy, sell or hold such investments. 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.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

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