This section is designed for institutional clients such as hedge funds, family offices, and professional teams who trade with Interactive Brokers and need an additional layer of portfolio-level analytics and control.

It is a set of tools geared towards real-time risk visibility , attribution of results , and data-driven decision making .

The tools focus on three pillars.

First, analytics and attribution : decomposition of P&L by strategy, asset, session and volatility regime; identification of drawdown sources; and monitoring of performance degradation to detect when a strategy stops behaving as expected.

Second, risk exposure and control : concentration by underlying asset, correlation, effective leverage and portfolio sensitivity, with the ability to analyze scenarios and stress to anticipate impacts before they materialize.

Third, derivatives and options : specific tools for options portfolios (puts/calls) , with reading and monitoring of sensitivities, including gamma, exposure by strikes and expirations, and dynamic risk analysis to understand how the portfolio changes in environments of volatility and events.

The goal is to raise the operational standard: actionable metrics, clear oversight, and tools that integrate into professional workflows.

Access available only upon request.