Portfolio Performance Profile

Portfolio Performance Profile

Interactive Brokers' Portfolio Performance Profile lets clients perform "what-if" analysis by adding or removing hypothetical positions and position quantities to and from their existing portfolio to see how these changes affect key portfolio metrics, including P&L, Delta and the Greeks and Value at Risk.

If you like the performance results from the hypothetical adding or removing of any positions, you can create and submit live orders from the Portfolio Performance Profile to add these positions to your actual portfolio.

The Portfolio Performance Profile is available from the New Window > Portfolio Tools menu item in Trader Workstation (TWS).

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Portfolio Performance Profile

Disclosures

The projections or other information generated by the Portfolio Performance Profile tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.