PortfolioAnalyst, our online reporting tool that allows investors to evaluate the performance of their IB portfolio against industry benchmarks, now provides daily reporting, along with monthly and quarterly reporting. Additionally, you can now save your reports in PDF format for easy printing.
To access PortfolioAnalyst, log into Account Management and open the Reports Management section.
Coming attractions include customizable PDFs and the one-page Comprehensive Snapshot report, both available June 1st.
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