Interactive Brokers

Traders' University

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TWS Basics

Running Time: 12 mins

A high-level overview of the Trader Workstation (TWS) feature set.

IB Risk Navigator

Running Time: 12 mins

The IB Risk NavigatorSM is a comprehensive portfolio risk management platform that unifies exposure across multiple classes. This interactive tour walks you through the basics, and shows you how to specify and display the data you need using our pre-defined risk reports.

IB Order Types

Running Time: 28 mins

TWS supports more than 50 different order types and algos to limit risk, speed execution, improve price, provide privacy, time the market and simplify the trading process through advanced trading functions. Our interactive Order Types tour gives you a brief look at each of our order types, and shows you how to get more information using the IB web site.

IB Application Programming Interface

Running Time: 14 mins

An overview of how to integrate Excel with the TWS using IB's DDE for Excel API.

TWS for Advisors

Running Time: 16 mins

Our Advisor accounts allow you to easily allocate shares to multiple clients and track activity for each account and for the master account. Use Model Portfolios to efficiently invest your client’s funds based on a defined investment strategy. This tour shows you how to set up allocation methods and profiles, create Model Portfolios and track account activity.

TWS Configuration

Running Time: 16 mins

Shows you how to use the Feature Selector, Global Configuration, and Order Presets to customize your trading environment.

Understanding Margin

Running Time: 24 mins

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.

IB Algos

Running Time: 11 mins

Provides a brief overview of stock and option order algos provided by IB, and takes a more detailed look at the ScaleTrader algo, which facilitates the execution of large volume orders while minimizing market impact. See how to create a basic ScaleTrader order and a ScaleTrader pair trade.

Best Execution

Running Time: 14 mins

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.

Interactive Brokers Information System (IBIS)

Running Time: 12 mins

The Interactive Brokers Information System (IBIS) is our data-only subscription-based platform that comprises a powerful lineup of professional-grade research tools from some of the world's most respected data providers.

TWS Mosaic

Running Time: 14 mins

The TWS Mosaic workspace provides intuitive out-of-the-box usability for traders. Enhanced with the IBIS research subscriptions, Mosaic presents an intuitive and comprehensive trading and research workspace. This tour touches on the highlights of the TWS Mosaic with IBIS research subscriptions.

IB Tax Optimizer

Running Time: 23 mins

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.

mobileTWS for iPhone

Running Time: 12 mins

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

mobileTWS for iPad

Running Time: 11 mins

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

Any symbols displayed are for illustrative purposes only and do not portray a recommendation.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC