About the Video
In this video, I will show you how to generate Custom Reports and Account Statements based on your preferred parameters FOR FREE!
🔴 𝗦𝘁𝗮𝗿𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗜𝗕𝗞𝗥 ➡️ Click Here
⬇️ TIME STAMPS
0:00 → Intro
0:43 → Default Reports
2:56 → Custom Reports
9:49 → Account Statements
PortfolioAnalyst allows you to evaluate the performance of your portfolio by creating and saving reports based on a set of measurement criteria and optionally comparing their data to selected industry benchmarks. Once you create and save reports, you can run, edit or delete them.
Benefits of PortfolioAnalyst:
✅Consolidate, track and analyze your finances across accounts.
✅ Easily link your investment, checking, savings, annuity, incentive plan or credit card accounts held at virtually any financial institution in the US, Canada or UK
✅Understand consolidated performance across all financial institutions and time periods, including current and prior balances, returns and percentage change in value
✅Drill down to view positions and transactions by account or asset class
✅24/7 access to account information from any desktop or mobile device
❗️USEFUL LINKS❗️
✅Start Investing in the U.S. market now!👇🏻
• Investing in the US market
✅Full Interactive Brokers Playlist👇🏻
• Interactive Brokers Guide
✅Beginner’s Step-By-Step Playlist to Start Investing 👇🏻
• Beginner’s Guide to Investing
✅My StashAway playlist👇🏻
• Playlist
✅🎥All the gears that I use to make my YouTube videos: Click Here
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Disclaimer: This content is provided by a paid Influencer of Interactive Brokers. Influencer is not employed by, partnered with, or otherwise affiliated with Interactive Brokers in any additional fashion. This content represents the opinions of Influencer, which are not necessarily shared by Interactive Brokers. The experiences of the Influencer may not be representative of other customers, and nothing within this content is a guarantee of future performance or success.
None of the information contained herein constitutes a recommendation, promotion, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products and services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website.
Interactive Brokers is a FINRA registered broker and SIPC member, as well as a National Futures Association registered Futures Commission Merchant. Interactive Brokers provides execution and clearing services to its customers. For more information regarding Interactive Brokers or any Interactive Brokers products or services referred to in this video, please visit www.interactivebrokers.com.
