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Support from IBKR Campus
IBKR Campus offers free educational material on the markets, products, and tools available via Interactive Brokers.
PortfolioAnalyst and Investment Reporting
This five-part online class provides you with an overview of PortfolioAnalyst, reviews the widgets and reports available in the tool, summarizes the steps for linking external accounts and reviews how to create allocation goals and set custom benchmarks.
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Interactive Brokers (Nasdaq: IBKR) is an automated global electronic broker that serves individual investors, hedge funds, proprietary trading groups, registered investment advisors and introducing brokers.
Our four-decade focus on technology and automation allows us to provide our clients with a sophisticated, global trading platform with the lowest costs for managing investments. IBKR clients enjoy access to cryptocurrencies1, stocks, options, futures, currencies, bonds, funds and more on over 170 markets in 40 countries.
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Disclosures
PortfolioAnalyst provides insights and tools for informational purposes only and does not offer investment, tax, or legal advice. Past performance is not a guarantee of future results, and forward‑looking estimates are subject to change. Aggregated and third‑party data may occasionally be delayed or incomplete. Hypothetical or backtested results are illustrative and may differ from real market conditions. Certain complex or leveraged products involve additional risks and may not be appropriate for every investor. Be sure to consider your goals, risk tolerance, and costs—and consult a qualified professional when needed.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this ad are for identification purposes only. Use of these names, trademarks and brands does not imply endorsement.
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- INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.
- Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets".
- IB is not party to any transactions in digital assets and does not custody digital assets on your behalf. All digital asset transactions occur on the Paxos Trust Company ("Paxos") or Zero Hash LLC ("Zero Hash") exchanges. Any positions in digital assets are custodied solely with Paxos or Zero Hash and held in an account in your name outside of IB.
- Digital assets held with Paxos or Zero Hash are not protected by SIPC.
- For more information about eligibility to trade digital assets with Paxos or Zero Hash, please see the FAQ.
- Zero Hash LLC and Zero Hash Liquidity Services LLC are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services.