Tax Planner now in PortfolioAnalyst: Interactive Brokers adds professional tax-planning tools

On Oct. 9, 2025 Interactive Brokers launched Tax Planner in PortfolioAnalyst, letting users estimate year‑end taxes, build profiles, and identify tax‑loss harvesting opportunities.

Oct 9, 2025 - 18:00
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Tax Planner now in PortfolioAnalyst: Interactive Brokers adds professional tax-planning tools
On Oct. 9, 2025 Interactive Brokers launched Tax Planner in PortfolioAnalyst, letting users estimate year‑end taxes, build profiles, and identify tax‑loss harvesting opportunities.

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