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General Queries

General Queries

What is the portfolio analyst?

The portfolio analyst is an advanced investment analysis tool for sophisticated investors which allows you to consolidate, track and analyze your complete financial performance. You can look at benchmark comparisons of your portfolio’s performance, performance attribution reports, performance of your account and more. You can also add external accounts to your portfolio analyst tool for accounts held at other brokers to look at a consolidated view of your overall portfolio and its performance.