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Interactive Brokers’ Tax Planner Offers Investors Full-Year Tax and Portfolio Insights

Thursday, 09/10/2025 | 16:05 GMT by Tareq Sikder
  • PortfolioAnalyst consolidates accounts, monitors performance, and offers budgeting and retirement tools.
  • The firm reported about 3.9 million daily trades and $758 billion in client equity in September.
Interactive Brokers

Interactive Brokers, a global electronic broker, has added new features to its professional tax planning toolkit. The firm launched Tax Planner, available through PortfolioAnalyst, its portfolio management platform.

According to the firm, the tool works with existing tax-lot matching and tax loss harvesting features, aiming to give investors more control over the tax impact of their investments.

PortfolioAnalyst Adds Tax and Budget Features

Tax Planner allows users to create personal tax profiles using inputs such as income from other sources, deductions, withholdings, and tax rates. The tool combines this information with account activity to estimate tax bills and support year-round tax planning.

Join IG, CMC, and Robinhood in London’s leading trading industry event!

PortfolioAnalyst consolidates accounts from multiple institutions, tracks performance, and offers tools to analyze portfolios and plan for the future. Other features include Allocation Goals, a Retirement Planner, and a Budgeting Tool.

Investors Can Manage Losses

Interactive Brokers also continues to offer tax optimization features. These include tools for identifying losses across portfolios and matching trades with specific lots, supporting tax loss harvesting and management of capital gains and losses.

Key features of the new toolkit include planning investment income alongside other taxable income, estimating total year-end taxes, identifying tax loss opportunities, previewing gains or losses before trades, and optimizing tax-lot matching.

Interactive Brokers Reports September Trading

In September, Interactive Brokers reported accelerated activity across trading and financial metrics. Daily revenue trades averaged 3.86 million, up 47% year-on-year, while client equity reached $757.5 billion, marking a 40% annual increase.

Margin loans rose to $77.3 billion, reflecting higher leveraged positions. Total client accounts climbed to 4.13 million, with net growth of 73,100 after adjustments for broker withdrawals. Average trades per client remained steady at 203. Commissions averaged $2.71 per cleared order, and trading costs were roughly 1.8 basis points per U.S. Reg-NMS stock trade. A $195,000 mark-to-market loss on U.S. government securities was reported.

Interactive Brokers, a global electronic broker, has added new features to its professional tax planning toolkit. The firm launched Tax Planner, available through PortfolioAnalyst, its portfolio management platform.

According to the firm, the tool works with existing tax-lot matching and tax loss harvesting features, aiming to give investors more control over the tax impact of their investments.

PortfolioAnalyst Adds Tax and Budget Features

Tax Planner allows users to create personal tax profiles using inputs such as income from other sources, deductions, withholdings, and tax rates. The tool combines this information with account activity to estimate tax bills and support year-round tax planning.

Join IG, CMC, and Robinhood in London’s leading trading industry event!

PortfolioAnalyst consolidates accounts from multiple institutions, tracks performance, and offers tools to analyze portfolios and plan for the future. Other features include Allocation Goals, a Retirement Planner, and a Budgeting Tool.

Investors Can Manage Losses

Interactive Brokers also continues to offer tax optimization features. These include tools for identifying losses across portfolios and matching trades with specific lots, supporting tax loss harvesting and management of capital gains and losses.

Key features of the new toolkit include planning investment income alongside other taxable income, estimating total year-end taxes, identifying tax loss opportunities, previewing gains or losses before trades, and optimizing tax-lot matching.

Interactive Brokers Reports September Trading

In September, Interactive Brokers reported accelerated activity across trading and financial metrics. Daily revenue trades averaged 3.86 million, up 47% year-on-year, while client equity reached $757.5 billion, marking a 40% annual increase.

Margin loans rose to $77.3 billion, reflecting higher leveraged positions. Total client accounts climbed to 4.13 million, with net growth of 73,100 after adjustments for broker withdrawals. Average trades per client remained steady at 203. Commissions averaged $2.71 per cleared order, and trading costs were roughly 1.8 basis points per U.S. Reg-NMS stock trade. A $195,000 mark-to-market loss on U.S. government securities was reported.

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About the Author: Tareq Sikder
Tareq Sikder
  • 1989 Articles
  • 32 Followers
About the Author: Tareq Sikder
A Forex technical analyst and writer who has been engaged in financial writing for 12 years.
  • 1989 Articles
  • 32 Followers

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    Mind The Gap: Can Retail Investors Save the UK Stock Market?

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official
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