Average Ratings 1 Rating

Total 1 out of 5 stars
ease 1 out of 5 stars
features 3 out of 5 stars
design 2 out of 5 stars
support 1 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

IBKR offers clients around the world the chance to invest internationally at minimal costs. With a single integrated account, you can invest in a variety of assets including stocks, options, futures, currencies, bonds, and funds from any location. The platform allows you to fund your account in several currencies and trade assets that are also denominated in various currencies. Clients can access market data continuously, 24 hours a day, six days a week. It is robust enough to cater to the needs of professional traders while remaining user-friendly for all investors. The platform is accessible via desktop, mobile, and web. You can identify market opportunities, evaluate your trading results, oversee your account, and enhance your decision-making with our complimentary trading tools. Users receive real-time trade confirmations, detailed information on margin, transaction cost analysis, comprehensive portfolio analysis, and other valuable features. When choosing a broker, it is crucial to ensure that they are secure and capable of weathering both prosperous and challenging times. With a solid capital foundation, a prudent balance sheet, and automated risk management controls, IBKR is structured to safeguard both itself and its clients against significant trading losses, ensuring a reliable investment experience. This commitment to security and efficiency underscores the importance of making informed investment choices.

Description

The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Build Alpha Yes 
Capitalise.ai Yes 
EndoTech Yes 
Financial Tech Wiz Trading Journal Yes 
Google Sheets No 
Options Road Backtester Yes 
Passiv Yes 
Portfolio 360° Yes 
Scanz Yes 
Sharesight Yes 
SniperJournal Yes 
StocksToTrade Yes 
StreamXLS Yes 
Trademetria Yes 
TradersPost Yes 
TradingDiary Pro Yes 
UltraAlgo Yes 
Vestiio Yes 
Wyden Yes 
Yahoo Finance No 

Integrations

Build Alpha No 
Capitalise.ai No 
EndoTech No 
Financial Tech Wiz Trading Journal No 
Google Sheets Yes 
Options Road Backtester No 
Passiv No 
Portfolio 360° No 
Scanz No 
Sharesight No 
SniperJournal No 
StocksToTrade No 
StreamXLS No 
Trademetria No 
TradersPost No 
TradingDiary Pro No 
UltraAlgo No 
Vestiio No 
Wyden No 
Yahoo Finance Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Interactive Brokers

Country

United States

Website

www.interactivebrokers.com/en/home.php

Vendor Details

Company Name

Portfolio Performance

Country

Germany

Website

www.portfolio-performance.info/

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