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All I want is a table showing my portfolio, with individual tax lots and unrealized short/long gains/losses for each. You know, what places like Vanguard, Schwab, Fidelity, all show by default when you click Portfolio. I can't figure out how to do it on IBKR. I tried adding custom columns but...

I have $X million in various stocks, no cash, no margin used at all. Net Liq shows the same $X -- same as Equity With Loan. "Buying Power" shows as $5X which is what I'd expect. The cash withdrawal limit is an odd number like $507,642.18 and I have no idea how that number is calculated, as...

I have >1M in stocks but a trivial cash balance. I presume that's sufficient? I was expecting it to be more like $X portfolio allows $2X margin withdrawal including cash transfer to bank, rather than $0.25X. I think this is true for stock trades as I don't get an error trying to purchase $2X of...

I recently opened an IBKR Pro portfolio margin account and wanted to know how the cash withdrawal limits are calculated. When I go to withdraw, the "Cash Available for Withdrawal (assuming margin loan)" amount is about 1/4 of the portfolio value. Does that sound correct? I was expecting it to...