Fundamental Explorer in Client Portal

The more an investor knows about a company, the more informed they are in their investment decisions.  The Interactive Brokers Fundamental Explorer provides a comprehensive research tool covering over 30,000 companies worldwide, providing 300+ data points per company, pulling in 80+ sources for newswires and reports, and has over 5,500 analyst ratings from TipRanks.

The Interactive Brokers Fundamental Explorer is available on the Trader Workstation, IBKR Desktop, IBKR Mobile, and Client Portal. To access the Fundamental Explorer in the Client Portal the investor logs in, clicks on the “Research” header at the top and clicks on “Fundamental Explorer”.

Once on the Fundamental Explore title screen the investor types in the company name or symbol to bring up the Fundamental Explorer Tool page.

It is recommended to use the wide layout to take full advantage of the screen space available. The investor can activate the Wide Layout setting by clicking on the Head and Shoulders icon at the top of the page and toggling on Wide Layout in the dropdown menu.

Once the investor is in the Fundamental Explorer tool they can choose from a multitude of resources by clicking on the table of contents or the blue arrow in the corresponding widget.

Investors can research dividends, financial statements, analyst ratings and forecasts, social sentiment, and company profiles among other items. Go ahead and log into the portal and explore!!!

For more information on the IBKR Fundamental Explorer please see the user guide.