Electronic trading major Interactive Brokers has updated PortfolioAnalyst, enhancing the Retirement Planning tool.
Retirement Planning generally involves more than one individual. Interactive Brokers has now added support for additional user profiles within the Retirement Planner.
Property is often an important piece of a retirement planning. The broker has added support for Other Asset account types to support Zillow accounts.
Interactive Brokers started 2024 by introducing a new tab with PortfolioAnalyst called Planning. The Planning tab will be the home for current and new planning tools IBKR clients may use to plan the various aspects of their financial journey. The existing ‘Allocation Goals’ tool will be moved underneath the Planning tab.
Interactive Brokers also introduced a brand new exciting tool called the Retirement Planner which will help users better understand their Retirement Outlook.
