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About

IBKR provides clients from all over the globe with the ability to invest worldwide at the lowest cost. Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week. Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web. Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools. Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more. When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

About

​Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Anyone that are interested in investing globally in stocks, options, futures, currencies, bonds and funds

Audience

Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • For now, nothing compared to other trading platforms. Maybe the supposed option to trade crossborder, but I haven't been able to use it due to eternal manual account approval processes.

Cons

  • Everything from poor UX and clarity, transferring funds took a while, and setting your trading permissions require a whole internal bureaucratic process that can take up to 3 days. And that does not ensure you can trade some products (e.g. OTC Stocks or options).

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

Interactive Brokers
United States
www.interactivebrokers.com/en/home.php

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Portfolio Analysis Supported

Integrations

Choice Supported
Claritus Supported
IB Trader WorkStation (TWS) Supported
Investor/RT Supported
JigSaw Trading Supported
Medved Trader Supported
Options Road Backtester Supported
PortfolioPilot Supported
PremiumGuardHQ Supported
QuantConnect Supported
RNDpoint Supported
Reflexivity Supported
Sharesight Supported
StreamXLS Supported
TradesViz Supported
Tradoshi Supported
Utluna Supported
Wyden Supported
XML Not Supported
Zorro Supported

Integrations

Choice Not Supported
Claritus Not Supported
IB Trader WorkStation (TWS) Not Supported
Investor/RT Not Supported
JigSaw Trading Not Supported
Medved Trader Not Supported
Options Road Backtester Not Supported
PortfolioPilot Not Supported
PremiumGuardHQ Not Supported
QuantConnect Not Supported
RNDpoint Not Supported
Reflexivity Not Supported
Sharesight Not Supported
StreamXLS Not Supported
TradesViz Not Supported
Tradoshi Not Supported
Utluna Not Supported
Wyden Not Supported
XML Supported
Zorro Not Supported
Claim Interactive Brokers and update features and information
Claim Interactive Brokers and update features and information
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information