View asset-specific analytics

IBviz provides performance and cash flow analytics at multiple levels: portfolio, asset class, currency, and individual asset. On an asset's page you'll find:

• Price history with entry and exit points, with multiple price sources toggleable when available.
• Asset-specific P&L — realized vs. unrealized, and local-currency vs. FX.
• Cash flow history — fees, dividends, interest, rental income, and more.
• Any investment notes you've linked to that asset.

Steps

• Go to Assets → My Investments, then click the name of the relevant asset.
• Browse the Analytics, Transactions, Notes, and Price History tabs.