IBKR offers direct connectivity to IBviz (via Utluna). It takes 2 minutes to set it up.
The initial sync with IBKR typically takes between two hours and one business day.
Yes, you can.
When multiple IBKR accounts are linked to an IBviz portfolio, all performance and risk metrics are calculated at the consolidated portfolio level.
For more details, visit our pricing section.
Yes, after the initial setup, IBKR accounts are automatically synchronized every business day at around 6:30 am EST.
You can add or remove any visualization from your personal dashboard with a single click. Use the plus sign to add a visualization and the trash icon to remove it.
Sign up anonymously to benefit from our security by design approach. You will not be requested to provide any personal information, such as your name, email or phone number. Instead you'll receive a PRIVATE LOGIN KEY as your one and only identifier.
