Electronic trading major Interactive Brokers has enhanced its PortfolioAnalyst by updating the Investment Themes widget.
The enhancements include:
- Prioritized view: Themes are now automatically sorted by rank-adjusted weight, surfacing the most aligned themes first.
- Drill-down analysis: Expand any theme to reveal the underlying companies and funds within the theme.
- Performance tracking: View Unrealized P&L for each company and fund to monitor theme-based performance.
To navigate to the Investment Themes widget, select Performance & Reports > PortfolioAnalyst > navigate to the Investment Themes widget.
Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Investment Themes widget.
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