Interactive Brokers Expands Tax Planning Suite with New Professional Tools

Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the launch of Tax Planner, available through PortfolioAnalyst. Its new capabilities complement existing tax-lot matching and tax loss harvesting features, giving investors greater control over the tax implications of their investment activity.

Oct 10, 2025 - 12:00
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Interactive Brokers Expands Tax Planning Suite with New Professional Tools
Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced enhancements to its professional tax planning toolkit with the launch of Tax Planner, available through PortfolioAnalyst. Its new capabilities complement existing tax-lot matching and tax loss harvesting features, giving investors greater control over the tax implications of their investment activity.

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