InteractiveBrokers
✦ New AI-assisted analysis with modern tools that support Model Context Protocol (MCP).

Lower Costs. Better Returns.

Earn more on uninvested cash, pay less on margin, and trade with competitive commissions across global markets.

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SPY+0.31%
QQQ+0.19%
AAPL-1.40%
NVDA+2.70%
TSLA-0.84%
IBKR+4.90%
AMAZON.COM INC
AMAZON.COM INC
Volume
Multi-line Comparison
AMZN+1.84%
Open184.20
High187.32
Low183.71
Volume55.2M
News12
Portfolio +2.98%
1,160,439
VOO643.23+2.30
SCHG121.11+0.18
COIN340.30+4.00
AMZN186.25+1.80
MSFT410.80-0.75
NVDA195.04+2.70

Awarded by Industry Leaders. Year After Year.

BROKERCHOOSER ▲ StockBrokers.com ⓘ Investopedia
Client Portal is mobile-optimized with fast, app-like performance — No Download Needed
S&P 500 4549.06▲ 0.31% NASDAQ Comp 14909.67▲ 0.19% RUSSELL 1000 2496.14▲ 0.29% •••
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InteractiveBrokers

Portfolio

As of --:--:-- -- --
Net Liquidity 132,085,638.83
Daily P&L +743,961.23
Unrealized P&L +20,672,323.83
Excess Liquidity 100,763,759.75
Positions Performance Cash Report Impact Dashboard

Portfolio Models

Daily P&L+743,961.23
Market Value132,085,638.83
Model Name Mkt Value Daily P&L Unrealized P&L
EquityPortfolio Models 73,484,786.29 +743,961.23 +20,672,323.83
Independent
+20,672,323.83 / 132,085,638.83
Showing 4 of 4 Positions
Instrument Position Last Change % Mkt Value Avg Price Daily P&L Unrealized P&L
NVDANVIDIA CORP 60,045 195.04 +2.70% 11,711,176.80 137.18 — +3,474,137.30
AAPLAPPLE INC 120,091 333.43 -1.40% 40,041,942.13 238.00 — +11,460,478.35
IBKRINTERACTIVE BROKERS GROUP 240,182 90.48 +4.90% 21,731,667.36 66.59 — +5,737,708.18
USD.CASHUNITED STATES DOLLAR 58,600,852.54 1.00 0.00% 58,600,852.54 1.00 — 0.00
CurrencyAmount
USD58,600,852.54

📈 Performance Overview

Historical returns, drawdown, and risk metrics.

Total Return (YTD)
+12.4%
Sharpe Ratio
1.62
Max Drawdown
-4.8%
Volatility (Ann.)
16.2%

Detailed performance charts would be displayed here.

💵 Cash Report

Cash balances and sweep activity.

Total Cash
58,600,852.54
Sweep Balance
12,340,000.00
Currency
USD

Recent cash transactions and interest accruals.

🌍 Impact Dashboard

ESG scores, carbon footprint, and sustainability metrics.

ESG Score
A-
Carbon Intensity
24.3 tCO₂e/$M
Renewable Energy %
68%
Social Responsibility
High

Detailed impact analysis and portfolio alignment.

Data for layout preview only. No brokerage connection, authentication, or live market feed.