Built a tool to analyze the performance and risk of your IBKR portfolio
A portfolio analysis tool that helps active investors deeply understand what drives their performance and risk exposure. It can be connected with Interactive Brokers to have your data automatically updated.
Built a tool to analyze the performance and risk of your IBKR portfolio launched on August 26, 2025 with 12 votes, #1,214 of 8,530 launches that month and more than 75% of that year's launches. The site was still online in September 2026, 1 year on.
In plain words
This portfolio analysis tool helps active investors understand what drives their performance and risk exposure. It connects directly with Interactive Brokers accounts to automatically update portfolio data, eliminating manual entry. The tool is designed for investors who want deeper insight into how their holdings contribute to overall returns and risk metrics.
written from the facts on this page · September 2026
From the sources
Your Interactive Brokers statements like you've never seen them before! Portfolio tracker, performance analytics, risk analytics, cash flow analytics and multimedia trading journal.
Turn your Interactive Brokers data into 80+ interactive charts. Track performance, attribution, risk, and cash flow. Automatically updated daily. Free plan available.
Turn raw Interactive Brokers data into 80+ performance, risk, attribution and cash flow visualizations. Six families of analytics at three levels: portfolio · strategy · asset. Understand the performance of your portfolio · strategies · assets. Your initial sync is usually ready by the next business day. Link once and IBviz syncs every day. No manual imports. Enable IBviz (by Utluna) inside your IBKR portal. You stay in control of connectivity. Copy your IBKR tokens into IBviz. These tokens do not contain any personal information. They provide read-only access to your portfolio data and cannot be used to place trades or move funds. Sign up anonymously to benefit from our privacy-by-design…from ibviz.com
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