IBviz

The product is a SaaS analytics tool that turns raw Interactive Brokers portfolio data into 80+ visualizations covering performance, risk, attribution and cash flow, addressing the difficulty of interpreting raw brokerage data. It sells to individual Interactive Brokers investors and active traders for personal use, with a corporate tier for firms and finfluencers. It is delivered as a web application that connects via read-only IBKR tokens with daily automatic sync and anonymous sign-up via private key.

Key features

• 80+ portfolio visualizations
• Performance and returns analytics
• VADI vs benchmark tracking
• Realized and unrealized P&L
• Net equity vs net deposits
• Risk-adjusted returns (Sharpe/Sortino/Calmar)
• Rolling 3/6/12-month returns
• Drawdowns analysis
• Dividends interests and taxes tracking
• Transaction fees tracking
• Assets contribution to risk (MCTR)
• Timing skills analysis
• Monthly returns breakdown
• Trade list with sorting and filters
• Custom dashboard
• Multimedia investment notes
• Public/shared access links
• Daily automatic sync
• Anonymous private-key sign-up
• Read-only token linking