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- Progress from basic puts and calls to advanced strategies
Interactive Options Course
Posted May 1, 2025 at 10:01 am
| Name | Type | Description |
|---|---|---|
| activated_capabilities | BOND CFD CLP FOP FUND FUT LEVFX MRGN MULT OPT SSF STK | List of capabilities activated for the account (By Product): BOND = Bond CFD = Contract for Differences CLP = Complex Leveraged Products FOP = Futures on options FUND = Mutual Funds FUT = Futures LEVFX = Leveraged Forex MRGN = Margin MULT = Multi-currency OPT = Options SSF = Single Stock Futures STK = Stocks (includes ADR, ETF) |
| alias | Alphanumeric | Account alias is defined by the master user. Account alias is a nickname associated with the account. If you create an account alias, it will appear on account statements, portal, and TWS. |
| approved_capabilities | BOND CFD CLP FOP FUND FUT LEVFX MRGN MULT OPT SSF STK | BOND = Bond CFD = Contract for Differences CLP = Complex Leveraged Products FOP = Futures on options FUND = Mutual Funds FUT = Futures LEVFX = Leveraged Forex MRGN = Margin MULT = Multi-currency OPT = Options SSF = Single Stock Futures STK = Stocks (includes ADR, ETF) |
| base_curr | USD EUR GBP CAD JPY HKD AUD CHF MXN SEK NZD HUF CZK CNH DKK RUB ILS NOK SGD PLN ZAR | Base currency of the account. |
| broker_template_name | Alphanumeric | |
| date_abandoned | YYYYMMDD;HHMMSS | Date/time which the account was abandoned by IBKR. |
| date_approved | YYYYMMDD;HHMMSS | Date/time which the account was approved by IBKR. |
| date_begun | YYYYMMDD;HHMMSS | Date/time which the application was started. |
| date_closed | YYYYMMDD;HHMMSS | Date which the account was closed. |
| date_funded | YYYYMMDD;HHMMSS | Date/time which the account was funded. |
| date_linked | YYYYMMDD;HHMMSS | Date which the account was linked to the master. |
| date_rejected | YYYYMMDD;HHMMSS | Date which the account was rejected by IBKR. |
| date_of_birth | YYYYMMDD | Date of birth of the primary account holder |
| date_opened | YYYYMMDD;HHMMSS | Date/time which the account was opened by IBKR. |
| date_delinked | YYYYMMDD;HHMMSS | Date/time which the account was de-linked. |
| Alphanumeric | Primary email associated with the account. | |
| entity_id | Numeric | Primary entity ID assigned to the account. |
| equity | Integer | Equity of the account as of the report date. |
| external_id | Alphanumeric | External_ID associated with the account (assigned by counterparty) |
| fee_template | Alphanumeric | Name of the fee template that is applied to the account. |
| fee_template_effective_date | YYYYMMDD;HHMMSS | Date/time which the fee template became effective. |
| household | String | Name of the household which the account is associated with. |
| id | Alphanumeric | IB account ID of the client. |
| investment_objectives | Preservation of Capital Income Growth Trading Profits Speculation Hedging | Comma-separated list of the Investment Objectives associated with the account. Preservation of Capital: Seek maximum safety and stability for your principal by focusing on securities and investments that carry a low degree of risk. Income: Generate dividend, interest or other income instead of, or in addition to, seeking long-term capital appreciation. Growth: Increase the principal value of your investments over time rather than seeking current income. Investor assumes higher degree of risk. Trading Profits: Increase the principal value of your investments by using shorter term trading strategies and by assuming higher risk. Speculation: Substantially increase the principal value of your investments by assuming substantially higher risk to your investment capital. Hedging: Take positions in a product in order to hedge or offset the risk in another product. |
| limited_option_trading | disabled enabled | Indicates if Limited Options Trading is enabled for the account. Details |
| main_account | String | If escrow account, the main_account reflects the account ID which escrow account is associated with. |
| margin | CASH MRGN PMRGN | CASH: Account does not have margin capabilities. MRGN (RegT): Rule based margin and offers 4:1 leverage intraday and 2:1 leverage overnight. – Minimum Equity: $2,000 PMRGN (Portfolio Margin): Risk Based Model and can offer anywhere from a 6:1 leverage for a diverse portfolio; and down to a 3:1 leverage for a more concentrated portfolio. – Minimum Equity: $100,000 – If the account falls below $100,000 the account will be in close only mode. |
| master_account | Alphanumeric | IB account ID of the advisor/broker master account the client account is linked to. |
| mifid_category | Pro Retail Exempt Pro Elect Retail Elect | MiFID category associated with the account. Details |
| mifir_status | EEA UKL EEA ORG UKL ORG | Mifir status associated with the account. |
| option_level | L1 L2 L3 L4 | Option trading level for the account. |
| org_type | PARTNERSHIP ORG LLC | Type of Org account. |
| primary_user | String | Primary user associated with the account. This represents the user that completed the application. |
| property_profile | String | Property profile that is assigned to the account. |
| source_account_id | String | Source account ID for migration accounts. |
| state_code | IN_PROGRESS APP_STATUS TERMINATED | IN_PROGRESS: Incomplete application. APP_STATUS: Completed application. TERMINATED: Application has been deleted. |
| status | A N O C P R | A= Abandoned (i.e. application was deleted) N= New Account / Not Yet Open (pending online steps/pending agreements & disclosures on the account) O= Open (Considered active accounts) C= Closed (considered accounts that were once active OR open accounts that were and then closed.) P= Pending (application steps are completed- pending approval or pending POI/POA submission) R= Rejected (meaning account was never approved/opened- rejected by Compliance) |
| stock_yield_program | Boolean | Indicates if the account is enrolled in the Stock Yield Enhancement Program (SYEP). I.e., if TRUE; indicates user is enrolled in SYEP. |
| sub_type | INDIVIDUAL – FA Managed JOINT– FA Managed ORG– FA Managed TRUST– FA Managed INDIVIDUAL – Fully Disclosed IBroker Client JOINT– Fully Disclosed IBroker Client ORG– Fully Disclosed IBroker Client TRUST– Fully Disclosed IBroker Client INDIVIDUAL– Non-Disclosed Broker Client JOINT– Non-Disclosed Broker Client ORG– Non-Disclosed Broker Client TRUST– Non-Disclosed Broker Client | Type of account |
| title | Alphanumeric | Full account title |
| trust_type | OTHER SMSF REVOCABLE IRREVOCABLE | Type of Trust account |
| type | INDIVIDUAL JOINT ORG TRUST | Account type |
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