Traders University

On Demand Learning at Traders’ University

Even the most experienced traders need to keep learning to stay ahead. Traders’ University provides information about IB products and services in many different ways. Choose the method that fits your own learning style.

Webinars

We offer an extensive program of free trader webinars. Watch, listen, and ask questions from your home or office computer as our webinar instructors clearly describe our technology, trading, and markets around the world. Our webinars are also recorded so if you can’t attend a live webinar, you can experience it on demand at your own convenience.


Live Online Webinars

Our extensive program of free, live webinars let you participate from the comfort of your home or office.


View Live Webinars



Recorded Webinars

Can't attend a live webinar? All of our webinars are available as recordings for your convenience.


View Recorded Webinars



Live Events

Important events for traders and investors are going on all the time. Find live events in your area.


View Event Listings



IB Short Videos, Courses & Tours

Our short videos, courses and interactive tours help you get up to speed quickly with Trader Workstation, TWS trading tools and Account Management features, as well as explore stocks, options, futures and forex trading.


Date Added Duration Category Topic Notes
2015-03-25 1:10 Mosaic - Watchlist Create a Watchlist Notes
2015-03-25 1:37 Mosaic - Watchlist Create a Predefined Watchlist Notes
2015-03-25 1:42 Mosaic - Grouping Mosaic Color Grouping Notes
2015-03-25 2:42 Mosaic - Orders Enter an Order in the Mosaic Notes
2015-04-02 5:23 Mosaic - Scanners Create a Mosaic Market Scanner Notes
2015-03-25 4:05 Mosaic - Workspace Customize the Mosaic Interface Notes
2015-03-25 1:51 Mosaic - Portfolio Filter Your Mosaic Portfolio Display Notes
2015-03-25 1:42 Mosaic - Portfolio View Your Portfolio Notes
2015-06-12 5:08 Risk Navigator Beta Weighting in the IB Risk Navigator Notes
2015-06-17 2:56 Mosaic - Order Types GTC Order Type using Mosaic Notes
2015-06-18 2:22 Mosaic - Order Types Limit Order Type using Mosaic Notes
2015-06-29 5:57 Trading Tools TWS FXTrader Notes
2015-07-01 3:13 Trading Tools TWS BookTrader Notes
2015-07-06 4:14 ClassicTWS - Order Types Limit and GTC Order Type Notes
2015-07-06 4:55 Mosaic - Order Types Create Market Orders using Mosaic & Classic TWS Notes
2015-07-09 3:55 Trading Tools TWS OptionTrader Notes
2015-07-29 4:44 Mosaic - Order Types Trailing Stop Orders in Mosaic & Classic TWS Notes
2015-07-30 4:18 Mosaic - Order Types Bracket Orders in Mosaic & Classic TWS Notes
2015-07-30 2:02 Mosaic - Orders Activity Panel - Orders Tab Notes
2015-07-30 1:31 Mosaic - Orders Acitvity Panel - Trades Tab Notes
2015-07-30 0:59 Mosaic - Orders Activity Panel - Summary Tab Notes
2015-08-10 4:44 ClassicTWS - Order Types Pegged Volatility Orders for US Stock Options Notes
2015-08-11 4:04 Mosaic - Order Types Relative/Pegged-to-Primary Orders in Mosaic & Classic TWS Notes
2015-08-11 4:20 Mosaic - Order Types Iceberg or Reserve Orders for Mosaic & Classic TWS Notes
2015-08-11 3:22 Mosaic - Order Types Stop Orders in Mosaic & Classic TWS Notes
Date Added Duration Category Topic Notes
2015-05-21 4:25 Japanese (日本語) IBSJ口座への入金方法 - Deposit Funds IBSJ Notes
2015-05-21 5:30 Japanese (日本語) IBLLC口座への入金方法 - Deposit Funds IBLLC Notes
2015-05-21 5:57 Japanese (日本語) IBSJ口座からの出金方法 – Withdraw Funds IBSJ Notes
2015-05-26 5:46 Japanese (日本語) IBLLC口座からの出金方法 – Withdraw Funds IBLLC Notes
2015-05-29 1:41 Italiano Creare una watchlist predefinita Notes
2015-06-01 1:50 Italiano Impostare filtri nel Portafoglio Notes
2015-06-02 2:33 Italiano Raggruppamento finestre per colore in Mosaic Notes
2015-06-02 5:24 Italiano Creare uno Scanner di mercato Notes
2015-06-02 4:28 Italiano Personalizzare lo spazio di lavoro Mosaic Notes
2015-06-02 1:56 Italiano Visualizzare il Portafoglio Notes
2015-06-02 2:10 Italiano Inserire un ordine in Mosaic Notes
2015-06-04 1:33 Français Créez une Watchlist Notes
2015-06-05 1:33 Français Afficher votre portefeuille Notes
2015-06-08 3:31 Français Créer un scanner de marché Notes
2015-06-09 4:57 Français Personnaliser l'espace de travail de la mosaïque Notes
2015-06-10 4:49 Italiano Panoramica sui rendiconti Notes
2015-06-10 3:47 Français Placer un ordre dans la mosaïque Notes
2015-06-10 1:58 Français Grouper les fenêtres dans la mosaique Notes
2015-06-02 1:34 Italiano Creare una Watchlist Notes
2015-06-12 1:49 Français Filtrer votre portefeuille Notes
2015-06-12 4:59 Français Présentation des relevés de compte Notes
2015-06-15 1:36 Español Crear Monitor de Cotizaciones Notes
2015-06-16 3:56 Français Conseiller - Créer des profils d’allocation dans la mosaïque Notes
2015-06-17 2:57 Français Conseiller - Créer des groupes de comptes dans la mosaïque Notes
2015-06-23 2:48 Italiano Creare una ordine Good-Till-Cancelled (GTC) in Mosaic Notes
2015-06-24 4:56 Français Conseiller - Créer des ordres pour plusieurs clients dans la mosaïque Notes
2015-06-29 5:36 Chinese-S (普通话) 创建魔方工作空间 Notes
2015-07-07 3:48 Español Como crear una order en el Mosaico Notes
2015-07-10 2:13 Chinese-S (普通话) 创建监控列表 Notes
2015-07-17 4:35 Español Como crear un escáner de mercado en Mosaico Notes
2015-07-22 5:56 Italiano TWS FXTrader Notes
2015-07-22 6:11 Chinese-S (普通话) TWS外汇交易者 Notes
2015-07-23 2:20 Chinese-S (普通话) 查看您的投资组合 Notes
2015-07-29 2:23 Italiano Ordine Limite in Mosaic Notes
2015-08-10 1:32 Español Agrupacion por colores en Mosaico Notes
2015-08-10 1:47 Español Filtre su monitor de cartera Notes
2015-08-10 3:23 Chinese-S (普通话) 魔方界面颜色编组 Notes
2015-08-11 4:03 Español Personalizar el Mosaico Notes
2015-08-17 6:04 Español TWS FXTrader Notes
2015-08-18 4:11 Chinese-S (普通话) 在魔方界面定单输入面板输入定单 Notes
2015-08-19 2:11 Deutsch Watchliste erstellen in Mosaic Notes
2015-08-27 3:52 Italiano Ordine Relativo o Pegged-to-Primary per TWS classica e Mosaic Notes
Date Added Duration Category Topic Notes
2015-03-31 4:32 Securities Financing Pre-Borrow US Stocks for Shorting Notes
2015-06-09 5:26 Statements Viewing Activity Statements Notes
2015-06-18 4:24 Statements Create an Activity Flex Query Notes
2015-07-08 6:11 PortfolioAnalyst PortfolioAnalyst for Individuals Notes
2015-07-22 4:19 Funding Depositing Funds using Account Management Notes
2015-08-11 5:44 Securities Financing Stock Yield Enhancement Program Notes
Date Added Duration Category Topic Notes
2015-04-10 1:45 Advisor - Allocation Advisors - Create Account Groups in Mosaic Notes
2015-04-10 3:12 Advisor - Allocation Advisors - Create Allocation Profiles in Mosaic Notes
2015-04-10 5:02 Advisor - Allocation Advisors - Create Order for Multiple Clients in Mosaic Notes
2015-07-13 2:39 Model Portfolio Model Portfolio for Advisors Overview Notes

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Courses



Mechanics of Short Sale

Mechanics of a Short Sale

The Mechanics of a Short Sale is a tutorial that is designed to show you the inner workings of how a Short Sale works.

Running Time: 2 mins

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Intro to Technical Analysis

Introduction to Technical Analysis

The Technical Analysis Tour explains the important role of the chart analyst and how technical and fundamental analyses differ. In this introductory tour, you will learn how to identify areas of support and resistance on a chart, the role of different time frames, and how to interpret basic trend formation.

Running Time: 24 mins

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Foreign Stock Transaction

Mechanics of a Foreign Stock Transaction

The Mechanics of an Overseas Stock Transaction Tour describes the choices facing investors wishing to invest in stocks denominated in currencies other than their base domestic currency. This tour attempts to explain these alternative approaches and also shows the impact of exchange rate risk on transactions that can be made overseas.

Running Time: 17 mins

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CFDs

Contracts For Difference (CFDs)

Investors using Contracts for Difference or CFDs are making almost identical decisions to those using ordinary shares in a company. CFDs are meant to mirror the performance of the underlying share price whether it goes up or down. There are, however, some key differences that we reveal in this Contracts for Difference tour. Compare the impact of tax treatment, leverage and commissions charged between regular securities trading and the treatment of CFDs.

Running Time: 12 mins

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Options 101

Options 101: Pricing

The Options Pricing 101 course is designed to familiarize traders with the variables in options pricing models.

Running Time: 9 mins

I have read the User Agreement and wish to watch the tutorial.



Options 102

Options 102: The Greeks

The Options Greeks 102 course is designed to familiarize traders with a set of Greek risk factors used to monitor a portfolio's profile.

Running Time: 6 mins

I have read the User Agreement and wish to watch the tutorial.



Options 103

Options 103: Strategies

The Options Strategies 103 course is designed to show how options work as a tool for hedging positions and how they can be used for speculative purposes.

Running Time: 13 mins

I have read the User Agreement and wish to watch the tutorial.



Forex Markets 101

Forex Markets 101

The Forex Markets 101 Tour is designed to help investors recognize the nature and needs of participants in the currency market along with how various foreign currency instruments have been developed to create the largest traded market around the globe.

Running Time: 14 mins

I have read the User Agreement and wish to watch the tutorial.



Tours



TWS Basics

TWS Basics

A high-level overview of the Trader Workstation (TWS) feature set, focusing primarily on the Mosaic workspace.

Running Time: 13 mins

View Tour



Understanding Margin

Understanding Margin

Introduces you to the basics of IB margin accounts. Learn when and how IB calculates margin and how to use the Real-Time Monitoring features in Trader Workstation to manage your trading risk.

Running Time: 24 mins

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Best Execution

Best Execution

What happens to your stock and option orders after you enter a trade in Trader Workstation? In this tour, we illustrate the mechanics of the Interactive Brokers SmartRouterSM and demonstrate its capabilities. We explain that The Transaction Auditing Group (TAG) has performed an independent analysis and determined that the execution quality of IB's customer orders is significantly better than the industry as a whole*. Better execution prices translate into additional cost savings to IB's customers. You'll also gain insight to the logic of stock and option combination order-routing.

Running Time: 14 mins

View Tour



IB Tax Optimizer

IB Tax Optimizer

Tax Optimizer allows customers to match specific lots on a daily basis, but it doesn't stop there. It also provides seven lot matching methodologies and lets customers run real-time "what if" scenarios to see the impact of each method on capital gains and losses.

Running Time: 23 mins

View Tour



mobileTWS for iPhone

mobileTWS for iPhone

Provides an overview of the main features of mobileTWS for iPhone.

Running Time: 12 mins

View Tour



mobileTWS for iPad

mobileTWS for iPad

Provides an overview of the main features of mobileTWS for iPad.

Running Time: 11 mins

View Tour



Documentation



Apps, Tools and Widgets



Traders Calendar

Traders' Calendar App

Have the complete schedule of trading holidays and expiration dates for all asset types on all exchanges around the globe at your fingertips - with IB's 2015 International Trading Calendar. Elect to view holidays and expiration dates in Monthly view or List view. Tap a date in Monthly view to see that day's complete listing of holidays and expirations. See only what interests you in the List view, which comprises a comprehensive catalog of expandable/collapsible list items that make it easy to find just what you need.

Get the App - iOS Only



Options Calculator

Options Calculator App

The Options Pricing Calculator is a free App that allows users to price options using a "what-if" type analysis. The calculator allows users to input the underlying price of a security, the striking price of an options, the number of days to expiration and other necessary inputs. The output displays not only the theoretical price for both calls and puts using those assumptions, but also the array of associated Greek values for each side of the equation. Use the calculator to make changes to any of the input fields to learn the impact on the price of an option.

Get the App - iOS Only



TradersU Courses

Traders' University Courses App

Interactive Brokers Traders’ University provides a series of product-based video training courses to help you better understand the mechanics and considerations of trading popular products. Topics include option pricing variables and the Greeks; the mechanics of short selling stock and the concepts behind technical analysis; the basics of the futures market and interest rate trading, and what makes the exchange of currency different from other types of investing.

Get the App - iOS Only



Probability Lab

Probability Lab

The Probability LabSM offers a practical way to think about options without the complicated mathematics. Use the Probability Lab to analyze the market's probability distribution, which shows what the market believes are the chances that certain outcomes will occur. Adjust based on your own forecast.

I have read the User Agreement
and wish to watch the tutorial.



Trader's Glossary