Press release
Interactive Brokers Adds Retirement Planner to PortfolioAnalyst®
New Free Tool Helps Investors Plan for the Future GREENWICH, Conn.--(BUSINESS WIRE)-- Interactive Brokers (Nasdaq: IBKR), an automated global electronic
About this update from Interactive Brokers Group, Inc.
[{"type":"text","content":"\nNew Free Tool Helps Investors Plan for the Future\n\n\n GREENWICH, Conn.--(BUSINESS WIRE)--\nInteractive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the addition of Retirement Planner to PortfolioAnalyst®, a free portfolio management solution that provides advanced portfolio reporting and empowers investors to plan for retirement. With its user-friendly interface and intuitive dashboard, PortfolioAnalyst® gives investors a holistic view of their finances and helps them feel confident overseeing them.\n\n\nPortfolioAnalyst® enables individual investors, financial advisors, and brokers to use leading portfolio analytics to oversee investment portfolios and consolidate finances across multiple brokerage and other external accounts at over 15,000 financial institutions. Users can link accounts at Interactive Brokers and other brokers, checking, savings, credit cards, annuities, incentive plans, mortgages, and student loan accounts for a comprehensive understanding of their financial state. By offering a unified view of accounts plus an extensive selection of reporting content, PortfolioAnalyst® lets investors assess their portfolios and simplifies investment decision-making.\n\n\nThe features available through PortfolioAnalyst® include multi-custody solutions, sophisticated reporting, benchmarks, risk metrics and the new personalized Retirement Planner. Simple and customizable, Retirement Planner is designed to help investors review their preparedness for retirement and set financial goals. It determines if cash flow is sufficient for retirement by allowing investors to input and tailor data across their accounts and other financial holdings and assets.\n\n\nSteve Sanders, EVP of Marketing and Product Development at Interactive Brokers, commented, “PortfolioAnalyst® is a powerful tool with advanced portfolio analytics that equips investors to make informed investment choices, and we are pleased to add Retirement Planner to its available services. PortfolioAnalyst® presents a clear and comprehensive picture of holdings and assets. Anyone from a skilled trader to a beginning investor can use it to track and evaluate their portfolios, manage their finances, and achieve financial success.”\n\n\nPortfolioAnalyst® encourages investors to:\n\n\n\nConsolidate: Link external accounts held at financial instituti...