How to read the Realized Summary Report in IBKR

IBKR Guide - Margin Account

How to read the Realized Summary Report in IBKR

event_note 16.05.2021

To understand the results of your portfolio, we provide instructions on how to read the most used IBKR report, the Realized Summary Report. We will present the basic and at the same time the first table, Net Asset Value.

In our case, the above fields express the following information as of May 14, 2021:

Is something unclear to you or do we have an error in the information? Do not hesitate to contact us at software@ccfr.cz.