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Portfolio Analyst Provides the Power of Clarity

PortfolioAnalyst consolidates your financial accounts, tracks each account’s account performance and activity, and provides a broad set of tools for analyzing your entire portfolio and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

 Checking and Savings Accounts

 Certificates of Deposit (CDs)

 Credit Cards

 Money Market Accounts

 Brokerage Accounts

 Other Assets and Liabilities

 Real Estate (via Zillow – Zestimate)

 Explore PortfolioAnalyst Features

Free. Global. Secure.

Free

There is no cost to use PortfolioAnalyst and a free account includes access to a suite of tools that helps you understand your current financial picture. If you are already an IBKR client, you will also have access to real-time data from your IBKR account and a number of advanced tools.

Global

Manage a global portfolio from anywhere in the world with an internet connection.

Secure

As a leading online broker, understands and values the trust our clients place in us to safeguard confidential data. We use trusted, industry standard security measures when linking your accounts with PortfolioAnalyst and maintain strict operational guidelines regarding access to your data.

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industrading@gmail.com

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we are a forward -thinking enterprise operating at the intersection of digital innovation and tangible asset growth.

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