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description=Interactive Brokers offers free Activity Statements, Trade Confirmations, Margin Reports, Advisor Reports and more to track trading performance and account activity.;
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about any cookies and web beacons that may be used customize settings save custom settings reject all cookies accept cookies comprehensive reporting comprehensive reporting suite access free and powerful reporting tools to measure performance and monitor activity portfolioanalyst portfolioanalyst tax information tax information analyze your accounts analyze your accounts for financial advisors for financial advisors for introducing brokers for introducing brokers for compliance for compliance for prop traders and hedge funds for prop traders and hedge funds additional features additional features the interactive brokers reporting advantage portfolioanalyst our free tool for linking investment banking checking incentive plan and credit card accounts into a complete portfolio view to calculate returns understand risks and measure performance against benchmarks historical data and reports including data more than three years old is available for free advanced custom reporting capabilities including powerful flex queries that let you perform highly segmented analysis export data to a variety of flexible formats including text csv and pdf consolidate track and analyze complete financial portfolios with portfolioanalyst powerful account reporting on activity trade and risk plus advanced client reporting capabilities for institutional clients reporting integration with a variety of third party portfolio management software providers portfolioanalyst the new standard for portfolio management software and account aggregation portfolioanalyst is a free tool that tracks and analyzes your complete portfolio combining investment banking checking savings annuity incentive plan and credit card accounts with advanced reporting global support benchmarks risk metrics powerful on the go analytics and tools that help you monitor performance track spending and plan for retirement whether you are new to investing or an advanced trader start adding accounts today portfolioanalyst for individuals portfolioanalyst for institutions tax information and reporting current and historical tax forms are available within portal in addition our website provides resources for determining your country of residence for tax purposes a summary of key reports and dates for the current tax year detailed tax information for persons and entities faqs and additional useful information learn more analyze your accounts our clients have access to a variety of customizable reports and statements for analyzing performance and reviewing account activity in detail activity reports our customizable activity reports are available on demand in a variety of formats so you can easily track your activity on a daily monthly yearly or date range basis sample reports statement standard and customized statements are available as interactive online statements and downloadable pdfs view sample flex query flex queries let you create highly customized report templates for analyzing account activity in detail export results in text or xml formats view sample quarterly summary quarterly activity summary reports are a simplified quarterly activity statement for advisors and their clients view sample model summary view activity and performance for your models to more efficiently manage multiple trading strategies view sample trade reports track your trading activity including intraday trade confirmations or create customized reporting templates for monitoring trade detail sample reports confirmations analyze your intraday trade confirmations by asset class view sample flex query use customizable report templates for reporting trade confirmations and export data to text or xml files view sample allocation report master account users can view pre trade and post trade allocation details for clients clearing away from ibkr view sample risk reports monitor risk and forecast portfolio performance using our margin value at risk and stress test reports sample reports margin report estimate your margin portfolio s returns based on exposure to market movements over a defined time horizon view sample value risk quantify the potential losses for a portfolio over a defined time horizon view sample stress test estimate changes to your portfolio s value and p l based on increases or declines in an underlying price view sample reports for financial advisors we offer a full suite of reports to help you run your business and manage clients sample reports fee cap ibkr caps the annual fees an advisor can charge use this report to check the available fee cap per client view sample p l markup summary summarize client profits and losses p l to determine your quarterly and annual performance fees view sample client summary review client balances and performance over a one day period view sample fee invoices review fee invoices for specific clients and timeframes view sample reports for introducing brokers our reporting solutions help you supervise client activities and efficiently manage your business sample reports client revenue expenses get a snapshot of client revenues net revenue gross margin and aggregate client mark to market view sample client summary view client balances and performance over a one day period view sample reports for compliance officers our compliance reporting helps build confidence and trust the ibkr compliance team will provide reports to help you ensure your business and operations remain in compliance with applicable regulations contact our institutional sales team to learn more sales contacts for prop traders and hedge fund ibkr s oms delivers incredible value for institutions looking for a best in class order management system oms clients have access to a variety of reports and files that can be delivered daily to ensure your back office and operations teams have the information they need contact our institutional sales team to learn more sales contacts additional features flexible download formats statements can be downloaded in a variety of formats including text pdf csv or html for use with third party tools like quicken tradelog or captools learn more consolidated and concatenated reports consolidate statement and activity data from multiple accounts into a single statement concatenated statement and activity data joins full statements for all selected accounts into a single statement learn more white branding white brand statements reports and other informational materials with your own organization s identity including performance reports created by portfolioanalyst learn more transaction cost analysis measure execution quality against real time market conditions using industry standard metrics such as arrival price price improvement midpoint performance and vwap generate on demand reports within minutes segment results across exchanges size and instruments and drill down to individual trades to evaluate and refine your execution strategy learn more reporting software integration manage your investments and 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