Why custom grouping matters
IBKR position lists are useful for trading and reconciliation. Investors often need a different lens: how much is in long-term holdings, how much cash remains, which sector is overweight, and whether option assignments are crowding out the plan.
The portfolio layer IB Dashboard adds
- Map IBKR positions into custom portfolios by ETF, stock, option, cash, bond, sector, theme or household account.
- Set target weights and review current weight, drift and areas that need attention.
- Identify unclassified holdings so new positions do not stay outside your strategy.
- View return, dividends, fees, risk exposure and currency exposure by portfolio group.
- Combine multiple accounts into one view instead of jumping across IBKR accounts.
Useful for rebalancing and DCA
DCA investors can see which bucket is below target. Wheel investors can see whether assigned stock is becoming too large. Multi-currency investors can inspect cash and FX exposure against the plan. IB Dashboard does not trade for you; it makes the next review step obvious.
IBKR custom portfolioInteractive Brokers rebalancingIBKR target weightsportfolio groupingDCA portfolio trackermulti-account holdings
Try the demo
IB Dashboard is a read-only analytics layer for review and decision preparation. It does not execute trades.