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The Corporate Actions, Securities Borrowed/Lent Fee Details, and Statement of Funds sections in Flex now contain unique IDs.
The Financial Instrument Flex section now contains the Currency field.
The Complex Position Summary Report now shows both open and closed complex positions for the statement period.
The Activity Flex Report now includes a new Date/Time field, the TradeDate field now matches that of the Trade Confirmation Flex report and newly created flex queries will no longer include the TradeTime field.
Turnover is a measure of how much of an account's portfolio has been replaced in a given period.
For more information, see the PortfolioAnalyst White Paper.
The RFQID attribute is now included in the Unbooked Trades section of the Activity Flex Report.
The Risk Measures report now calculates alpha, beta, information ratio and tracking error.
For more information, see the PortfolioAnalyst White Paper.
Depending on your account configuration, we provide one of the following calculations:
These calculations are based on all of your external accounts.
IBKR clients can now quickly view the health of their whole portfolio and get a deep dive analysis with the following features:
New sector categories have been added to our consolidation, tracking and analysis tool to include: Equities, Commodities, Fixed Income, Liabilities, Real Estate, Cash and Other Assets.