Interactive Brokers Adds Retirement Planner to PortfolioAnalyst®
Interactive Brokers (Nasdaq: IBKR) has introduced a Retirement Planner to its free PortfolioAnalyst® tool, enhancing its portfolio management solution. This addition aims to help investors plan for retirement more effectively. PortfolioAnalyst® offers a comprehensive view of finances by allowing users to:
- Link accounts from over 15,000 financial institutions
- Access advanced portfolio analytics and reporting
- Utilize sophisticated tools like benchmarks and risk metrics
The new Retirement Planner feature is customizable and helps investors assess their retirement readiness by inputting data across various accounts and assets. This tool, along with PortfolioAnalyst®'s other features, is designed to empower both experienced traders and novice investors in making informed financial decisions.
Interactive Brokers (Nasdaq: IBKR) ha introdotto un Piano Pensionistico nel suo strumento gratuito PortfolioAnalyst®, migliorando così la sua soluzione di gestione del portafoglio. Questa aggiunta ha l'obiettivo di aiutare gli investitori a pianificare il proprio pensionamento in modo più efficace. PortfolioAnalyst® offre una visione completa delle finanze, consentendo agli utenti di:
- Collegare conti da oltre 15.000 istituzioni finanziarie
- Accedere ad analisi avanzate del portafoglio e a report dettagliati
- Utilizzare strumenti sofisticati come benchmark e metriche di rischio
La nuova funzione Piano Pensionistico è personalizzabile e aiuta gli investitori a valutare la loro prontezza per il pensionamento inserendo dati su vari conti e beni. Questo strumento, insieme ad altre funzionalità di PortfolioAnalyst®, è progettato per dare potere sia ai trader esperti che agli investitori principianti nel prendere decisioni finanziarie informate.
Interactive Brokers (Nasdaq: IBKR) ha presentado un Planificador de Jubilación en su herramienta gratuita PortfolioAnalyst®, mejorando así su solución de gestión de carteras. Esta adición tiene como objetivo ayudar a los inversores a planificar su jubilación de manera más efectiva. PortfolioAnalyst® ofrece una vista integral de las finanzas, permitiendo a los usuarios:
- Vincular cuentas de más de 15,000 instituciones financieras
- Acceder a análisis avanzados de carteras e informes detallados
- Utilizar herramientas sofisticadas como benchmarks y métricas de riesgo
La nueva función del Planificador de Jubilación es personalizable y ayuda a los inversores a evaluar su preparación para la jubilación ingresando datos de diversas cuentas y activos. Esta herramienta, junto con otras características de PortfolioAnalyst®, está diseñada para capacitar tanto a comerciantes experimentados como a inversores novatos en la toma de decisiones financieras informadas.
인터랙티브 브로커스(나스닥: IBKR)가 무료 포트폴리오 분석기(PortfolioAnalyst®) 도구에 은퇴 계획 도구를 추가하여 포트폴리오 관리 솔루션을 강화했습니다. 이 추가 기능은 투자자들이 은퇴를 보다 효과적으로 계획하는 데 도움을 주고자 합니다. 포트폴리오 분석기는 사용자가 다음과 같이 재무 상황을 종합적으로 볼 수 있도록 합니다:
- 15,000개 이상의 금융 기관의 계좌 연결
- 고급 포트폴리오 분석 및 보고서 접근
- 벤치마크 및 위험 지표와 같은 고급 도구 활용
새로운 은퇴 계획 도구 기능은 사용자 맞춤형으로, 다양한 계좌 및 자산에 대한 데이터를 입력하여 투자자들이 은퇴 준비 상태를 평가하는 데 도움을 줍니다. 이 도구는 포트폴리오 분석기의 다른 기능들과 함께 숙련된 거래자들과 초보 투자자들이 정보에 기초한 금융 결정을 내리는 데 도움을 주도록 설계되었습니다.
Interactive Brokers (Nasdaq: IBKR) a introduit un Planificateur de Retraite dans son outil gratuit PortfolioAnalyst®, améliorant ainsi sa solution de gestion de portefeuille. Cette nouvelle fonctionnalité vise à aider les investisseurs à planifier leur retraite de manière plus efficace. PortfolioAnalyst® offre une vue complète des finances, permettant aux utilisateurs de :
- Lier des comptes de plus de 15 000 institutions financières
- Accéder à des analyses avancées de portefeuille et à des rapports
- Utiliser des outils sophistiqués tels que des benchmarks et des métriques de risque
La nouvelle fonction Planificateur de Retraite est personnalisable et aide les investisseurs à évaluer leur préparation à la retraite en saisissant des données concernant différents comptes et actifs. Cet outil, avec les autres fonctionnalités de PortfolioAnalyst®, est conçu pour donner du pouvoir à la fois aux traders expérimentés et aux investisseurs novices, afin de leur permettre de prendre des décisions financières éclairées.
Interactive Brokers (Nasdaq: IBKR) hat einen Rentenplaner in sein kostenloses PortfolioAnalyst®-Tool integriert, um seine Portfolioverwaltungslösung zu verbessern. Diese Ergänzung zielt darauf ab, Investoren bei der effektiveren Planung ihrer Rente zu helfen. PortfolioAnalyst® bietet einen umfassenden Überblick über die Finanzen, indem es den Nutzern ermöglicht:
- Konten von über 15.000 Finanzinstituten zu verknüpfen
- Auf umfassende Portfolioanalysen und Berichterstattung zuzugreifen
- Fortschrittliche Werkzeuge wie Benchmarks und Risikomesswerte zu nutzen
Die neue Rentenplaner-Funktion ist anpassbar und hilft Investoren, ihre Rentenbereitschaft zu bewerten, indem sie Daten aus verschiedenen Konten und Vermögenswerten eingeben. Dieses Tool, zusammen mit den anderen Funktionen von PortfolioAnalyst®, wurde entwickelt, um sowohl erfahrenen Händlern als auch neuen Investoren zu helfen, informierte finanzielle Entscheidungen zu treffen.
- Addition of Retirement Planner to PortfolioAnalyst® enhances IBKR's product offering
- PortfolioAnalyst® is a free tool, potentially attracting more users to IBKR's platform
- Ability to link accounts from over 15,000 financial institutions increases user engagement
- Advanced portfolio analytics and reporting capabilities may appeal to a wide range of investors
- None.
New Free Tool Helps Investors Plan for the Future
PortfolioAnalyst® 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.
The 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.
Steve 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.”
PortfolioAnalyst® encourages investors to:
- Consolidate: Link external accounts held at financial institutions, including bank and brokerage accounts, real estate, and other assets
- Analyze: Customize widgets and reports across a variety of metrics, for example, risk measures, projected income, attribution, bond analysis and concentration, among others, to review data before making investment decisions
- Plan: Stay on track with portfolio allocations for rebalancing and input retirement-specific information to help prepare for retirement
For additional information about PortfolioAnalyst®, please visit:
US – PortfolioAnalyst
The Best Informed Investors Choose Interactive Brokers
About Interactive Brokers Group, Inc.:
Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock on over 150 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron’s, Investopedia, Stockbrokers.com, and many others.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240724762456/en/
Contacts for Interactive Brokers Group, Inc. Media: Katherine Ewert, media@ibkr.com
Source: Interactive Brokers Group, Inc.
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