Searching the IB Contract and Symbol Database
IB generally uses the local exchange name as the symbol for calling up an instrument on the TWS. However, to make it easier to find a desired stock, futures, etc, IB offers the ability to find detailed information about the instruments available on the IB brokerage system database.
The IB Contract Database can be queried using either simple or advanced criteria.
- Basic Filters allow the user to specify the most commonly used criteria such as name, symbol, contract type (example: stock or bond), currency, etc.
- Advanced Filters are shown in a special window that opens up automatically when you select a contract type. They are available for many types of contracts and allow the user to define particular attributes applicable to that contract type. Advanced search facilities are especially useful for warrant and bond searches.
Additional special search methods are also available in the tabs across the top of the page. You can search by security ID (CUSIP, ISIN, etc) or even look for all stocks in an index, for example INDU or ESTX50.
IB makes available a large amount of contract information including which exchanges are available for a given instrument, price display and tick increment rules, links to exchange web sites, issuer names, credit ratings, multipliers, trading hours, and much more.
Detailed help is also available for the several advanced features including an export feature.
The following are some examples:
“ Give me all contracts that have Apple Computer as the underlying”
> On the Simple Search tab, in the main search box, specify Description=”Apple Computer” (or “Apple”), ContractType=”All”, Exchange=”All”, Country=”All”, Currency=”All”
“Give me all warrants issued by Citibank with expiration no later than 2006 and denominated in EUR”
> On the Simple Search tab, in the main search box, specify ContractType=”Warrant”, Currency=”EUR”. In the advanced search box, specify IssuerName=”CITI”, ExpirationDate(To)=”20061231”