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Fundamentals

Trading Term

Fundamental analysis is a method of evaluating the intrinsic value of a financial asset, such as a stock, by analyzing economic, financial, and qualitative factors. The goal is to determine whether an asset is undervalued, overvalued, or fairly priced compared to its current market price. Unlike technical analysis—which focuses on price patterns and trading signals—fundamental analysis seeks to understand the underlying drivers of value.

The Fundamentals Explorer is accessible in TWS Mobile applications, Client Portal and from within TWS can be located under the New Window button. Fundamentals Explorer is shown under Information Systems and is displayed as a separate window.

What is it? – The Fundamentals Explorer is a research tool drawing together financial information and ratios, key facts about the company as well as historic data, ownership, and analysts’ forecasts. The aggregated information comes from several vendors with whom IBKR has relationships. The Explorer displays tabs below the price quote area and to the far right you will see a Search input field to help locate key information in the event you don’t easily recognize which tab that data might be displayed on.

With a symbol loaded you can see the change in price for the stock’s quote, intraday and 52-week highs and lows alongside the current quote displayed. You will also see Market Cap to the right of the company name and primary listing exchange. To the far-right of the screen you can also click the Buy/Sell buttons, which, when clicked will populate the Order Entry panel in Mosaic.

TWS Fundamental Explorer

Fundamentals financial sheets

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