News @ IBKR - Volume 12

Impact Dashboard on Mobile Devices

NEW TOOLS

Trade Your Way to
the World You Want

Introducing the Impact Dashboard


In 2018, we introduced Refinitiv Environmental, Social and Corporate Governance (ESG) metrics to provide transparency into the non-financial effects of a company's policy, and recently enhanced our ESG offering to notify you when companies engage in activities counter to your values.

In 2019, Interactive Advisors, which was named "Best for Socially Responsible Investing" in 2020 by Investopedia, launched Socially Responsible Investment Portfolios and now offers 18 ready-made portfolios. Interactive Advisors also lets clients select from exclusion groups to avoid companies that do not align with their values and micro-customize their portfolios with single-stock exclusions.

In 2020, we are introducing the Impact Dashboard to help clients evaluate and invest in companies that align with their values. The Impact Dashboard allows investors to select their personal investment criteria from 13 impact values and principles, including:

  • Clean Air
  • Pure Water
  • Ocean Life
  • Land Health
  • Consumer Safety
  • Ethical Leadership
  • Gender Equality
  • Racial Equality
  • LGBTQ Inclusion
  • Company Transparency
  • Sustainable Product Lifecycle
  • Mindful Business Models
  • Fair Labor & Thriving Communities

Clients can also exclude investments based on 10 categories:

  • Animal Testing
  • Business Ethics Controversies
  • Corporate Political Spending and Lobbying
  • Energy-Intensive
  • Fossil Fuels
  • Greenhouse Emissions
  • Hazardous Waste
  • High Water Usage
  • Tobacco, Alcohol and Gambling
  • Weapons and Gun Manufacturers

Use the Impact Dashboard to evaluate and adjust your portfolio to invest in companies whose responsible world view coincides with your own. Choose the impact goals and principles that are most important to you and then let the Impact Dashboard analyze and grade your portfolio on how your positions align with your principles. The dashboard even shows how each individual investment is helping or hurting your goal of responsible investing. By viewing companies through an "impact lens" of your design, you can clearly see whether their socially responsible goals and principles line up with yours.

The Impact Dashboard is available in Trader Workstation (TWS), IBKR Mobile and Client Portal.

Learn More

Expanded Offerings

Turnkey Solutions for Registered Investment Advisors

Streamline Your Trade Allocation Workflow
with the IBKR Allocation Order Tool

Interactive Brokers offers a unique trade allocation tool that makes it simple for advisors to trade at the same price for multiple clients.

The IBKR Allocation Order Tool transforms and streamlines the creation, execution, and allocation of group orders. Gone are the hours of setting up an order only to find an error or, even worse, that the market opportunity has passed. Now you can develop and deploy investment strategies in minutes to help capture opportunities in volatile markets.

  • Use a single screen to quickly enter trade allocations across many client accounts, advisors or strategies
    • Reduce or exit existing positions
    • Increase or open new positions
    • "Rotate" positions (close some and open others almost simultaneously)
  • Increase or decrease positions by a specific percentage, or set per-account allocations by cash balance or buying power
  • Scan advisor accounts, client accounts or strategies invested in a security and filter accounts by position size, market value, percent of P&L, cash balance or buying power
  • Allocate the Total Quantity or Cash Quantity for a user-specified value proportionally (via position, cash balance or buying power), or equally
  • Create and save multiple allocation profiles
  • Modify your order or allocations on the fly

The Allocation Order Tool is available in the latest version of TWS. Click the link below to download TWS and try the Allocation Order Tool with a Live Trading, Paper Trading or Advisor Demo account.

User Guide

Download Latest TWS



Create, Test and Deploy Investment Strategies with Portfolio Builder

Our Portfolio Builder tool helps you turn investment strategy into action.

Use top-tier research and fundamentals data to create a strategy and then use up to eight years of historical data to back test and calibrate your strategy. When your strategy's historical performance meets your standards, invest with a mouse click and then track your portfolio’s performance.

Advisors are already configured to use Portfolio Builder to build and back test strategies. However, if you would like to use Portfolio Builder to invest, you will need to enable your account for Model Portfolios. To enable your account, log in to Advisor Portal, select the Settings > Account Settings menu and click the "Configuration (Gear)" icon next to Model Portfolios.

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Greenwich Compliance Helps US Advisors with Registration and Compliance Needs

Greenwich Advisor Compliance Services Corporation (Greenwich Compliance) was launched in 2016 to help advisors trading on the Interactive Brokers platform meet their compliance and registration needs in the United States.

We offer resources and services to help advisors with issues ranging from registration to day-to-day compliance and can help advisors of all stripes, from established registered advisors to those just starting their own firms. Greenwich Compliance professionals have regulatory and industry experience and can help advisors navigate the maze of regulatory requirements and compliance obligations that they face.

Whether you are transitioning from a financial advisory firm, big bank or wirehouse, or starting your own firm, you are likely to have questions about the complex SEC and state registration requirements. Greenwich Compliance professionals are available for a free consultation to answer your questions about when and where to register.

Registration Services
Greenwich Compliance offers direct expert registration and start-up compliance services. At a reasonable cost, Greenwich Compliance professionals take an active role in helping firms through the registration process, including assistance with:

  • Preparing and completing Form ADV and other SEC or state application documents your firm or staff need to file.
  • Drafting client agreements, compliance documents and manuals.
  • Locating third-party providers offering operational and administrative start-up services commonly used by new businesses.

Greenwich Compliance gives advisors customized service and puts in the time to know you and your firm's needs. We strive to provide you with a tailored approach to get you started on the road to running the properly registered and compliant firm your regulators and clients expect.

Compliance Services
Advisors on the Interactive Brokers trading platform can contact Greenwich Compliance for answers to their basic day-to-day compliance questions. Greenwich Compliance will also help guide advisors who need targeted compliance services to third-party providers that specialize in a variety of advisor compliance services, many of whom offer discounts to advisors trading through IBKR.

Visit Greenwich Compliance for more information.

Learn More

Desktops Showcasing Goal Tracker

EXPANDED OFFERINGS

Calibrate Your Portfolio with Goal Tracker

Interactive Advisors' Goal Tracker projects the hypothetical performance of your portfolio and monitors how likely you are to achieve your goals. You can adjust your inputs – such as monthly contribution amount, goal target date, the cost or outflow associated with the goal – and see how the likelihood of achieving your goals changes.

Why Run Simulations?
The future is unpredictable. Markets are volatile and future portfolio value can vary significantly, which is why it is important to consider several different return paths that your portfolio can take. Some paths will result in performance that exceeds expectations, while other paths may result in performance that disappoints. Goal Tracker uses a commonly used statistical simulation technique called Monte Carlo to simulate a range of paths for portfolio performance, based on long-term return estimates and annual volatility around those estimates.

Goal Tracker is a free tool for Interactive Advisors clients. If you would like to create an Interactive Advisors account to use Goal Tracker or invest in any of the 80+ portfolios it offers, simply log in to Client Portal and access the Interactive Advisors menu item.

Learn More About Goal Tracker

Past performance is no guarantee of future results, and all investments, including those in Interactive Advisors portfolios, involve the risk of loss, including loss of principal and a reduction in earnings.

Goal Tracker's estimates and projections are hypothetical in nature, do not reflect actual investment results for a client's account, the account of any other Interactive Advisors client, or the realized returns of any of the portfolios, and are not guarantees of future results. There is no guarantee that clients will reach their goal(s), and assumptions not used in this tool and other market developments can affect the probability of reaching goal(s) set. The tool's estimates and projections are provided for informational, educational and illustrative purposes and are not intended to constitute and should not be relied on as a full financial plan, comprehensive financial planning, legal or tax advice.

Interactive Advisors is currently licensed to offer investment services to US residents only. This communication and Interactive Advisors' website are NOT intended to be a solicitation or advertisement in any jurisdiction other than the United States. Interactive Advisors does not provide tax advice, does not make representations regarding the tax consequences of any portfolio investments and cannot assist clients with tax filings. Clients investing in Interactive Advisors portfolios should consult with their tax professional about the tax consequences of investing in Interactive Advisors portfolios.

All brokerage transactions in Interactive Advisors client accounts are made through IB LLC. Interactive Advisors will charge AUM-based fees on client investments in any of its portfolios, which are disclosed on each portfolio page and in the agreement and disclosures provided to clients. IB LLC will also charge clients commissions on any trades in Interactive Advisors portfolios and may also charge other fees. IB LLC and Interactive Advisors are both part of the Interactive Brokers Group but are two distinct companies and are not responsible for the services provided by the other.

Singapore Skyline

EXPANDED OFFERING

Interactive Brokers Group Opens Singapore Office

Interactive Brokers Group has established Interactive Brokers Singapore Pte. Ltd. to serve traders and wealth managers in Southeast Asia. The office is located in the Marina Bay Financial District and joins offices in the US, Australia, Canada, Hong Kong, India, Japan, Luxembourg and the UK in serving over one million client accounts in more than 200 countries and territories.

"As our client base continues to rapidly increase in Singapore, it was important to create a presence on the ground to support and service active traders and the wealth management community," said David Friedland, Managing Director of the Asia Pacific region for Interactive Brokers. "As a critical wealth management and financial hub in Asia, our expansion in the region reflects that importance and keeps up with account growth."

Over 37% of Interactive Brokers accounts now come from Asia, up from 27% in 2017, and growth continues to be strong. Interactive Brokers' office opening also comes as other brokers have exited Singapore or decreased their commitment to the country.

With its Singapore expansion, Interactive Brokers can now offer Singapore stocks to investors in the country and directly market its extensive offerings, which include the ability to invest globally in stocks, options, futures, currencies, bonds and funds from a single Integrated Investment Account. Clients can also benefit from the company's superior pricing on other products, industry-low margin rates and strong spot forex conversion rates.

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IBKR Advantage

IB SmartRoutingSM Continues to Deliver on Best Execution1

IHS Markit, a third-party provider of transaction analysis, determined that Interactive Brokers' US stock price executions were significantly better than the industry during the first half of 2020.

IB SmartRoutingSM searches for the best firm stock, option, and combination prices available at the time of your order and seeks to immediately execute your order electronically.

US EQUITIES EXECUTION PRICE IMPROVEMENT COMPARISON*

  NET US DOLLARS (PER 100 SHARES)
Interactive Brokers $0.62
Industry $0.15
Interactive Brokers Advantage $0.47

*Net US Dollar Price Improvement vs. Industry Bid / Offer2. Based on independent measurements, IHS Markit, a third-party provider of transaction analysis, has determined that Interactive Brokers' US stock price executions were significantly better than the industry's during the first half of 2020.3

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EXPANDED OFFERING

Portfolio Management Software for Sophisticated Investors

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state to plan for the future.

IBKR clients enjoy full access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Client Portal to access PortfolioAnalyst.

Socially conscious investors can now analyze their portfolio using Environmental, Social and Governance (ESG) scores. The ESG ratings include:

  • ESG Score - an overall company score based on the self-reported information in the environmental, social and corporate governance pillars.
  • ESG Controversies Score - measures a company's exposure to environmental, social and governance controversies and negative events reflected in global media.
  • ESG Combined Score - the simple weighted average of all ESG Combined Scores for all companies within the fund based on the reported information in the environmental, social and corporate governance pillars (ESG Score) with an ESG Controversies overlay. A low controversies score indicates the companies within the fund have received negative events on average or there were new developments from past negative events in the last fiscal year.
  • Percentage of companies in your portfolio that have an ESG score.

We also made the following enhancements:

  • You can now add detailed offline brokerage, bank, credit card or other accounts without having to enter your external financial institution log in credentials. This functionality allows you to test trading strategies or add up to 10 years of trading history.
  • There is a new “External Accounts” tab with full desktop and mobile support for all browsers and operating systems.
  • Reports are updated with a modern style, use less blank space, are fewer pages in length, include additional analytics and are generated faster than before.

Case Study

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IBKR Trading Platform

New Tools

New Features for Trading Platforms

We continue to enhance our trading platforms to deliver a powerful and seamless trading experience whether you're trading on-the-go, from your desktop or in Client Portal.

Trader Workstation (TWS) and Client Portal
  • Social Market Sentiment: Use Social Sentiment scores from third-party research provider Social Market Analytics (SMA) to see how the market feels. SMA uses a patented sentiment scoring model to mine over 500 million tweets to help traders understand the signature of market sentiment. Scoring information can be used to scan for companies based on SMA scores. In addition, data is presented in easy-to-read, color-coded data columns you can add to Watchlists and Portfolio or view in the Social Sentiment tab of Fundamentals Explorer.

    Learn More: SMA White Paper
  • ESG Principles: The ESG Scores and Principles tab in Fundamentals Explorer helps you learn if a company you are considering as an investment engages in practices you oppose. You can identify practices you oppose with the ESG Settings tab.
Trader Workstation (TWS)
  • TWS Learn Tab: Use the TWS Learn tab for fast access to video tutorials, popular FAQs, the News@IBKR and more – all without leaving the trading platform. Find the Learn tab in the Layout tab set along the bottom of TWS. Check back often to see what is new and find out more about the tools and products in TWS.
IBKR Mobile
  • Redesigned Main Menu: We reimagined the Main menu to put key tools and services right at your fingertips. The Main menu now includes all of the key tools with no swiping required.
  • Trailing Stop Limit Orders: We continue to expand order types available in IBKR Mobile by adding support for trailing stop limit orders.
  • Right to Left Language: We have added Arabic language support to IBKR Mobile.
  • Option Rollover: We have made it easier to roll options positions with the Roll Position button in Quote Details. Also access the Option Exercise and Rollover tool, with enhanced sort and new Roll Position button, from the Main menu
Client Portal

Recent enhancements include:

  • Left/right arrows to the left of the symbol let you move between Watchlist contracts to see Quote Details.
  • New Homepage widgets show the News@IBKR and provide access to the past six months of your activity statements.
  • Real-time indices shown along the top of the Client Portal title bar.

Visit the Release Notes section of the Documentation page to find out more.

ABOUT IBKR TRADING PLATFORMS

 

NEW PRODUCTS

New Trading Exchanges and Products Available on the IBKR Platform

Exchanges

The following exchanges are now available through the IBKR platform:

View All Exchanges

Products

Several products have been added to the offering available through the IBKR platform:

View Product Listings

EXPANDED OFFERING

New and Expanded Research Offerings

Our clients enjoy access to dozens of free and premium market research and news providers. We recently expanded our offering to include:

dpa AFX Logo

China Perspective gathers investment-related news across thousands of sources and media from China, translates them into English and make the content easy to read.

Learn More

dpa AFX Logo

dpa-AFX Wirtschaftsnachrichten GmbH is one of the leading news agencies for German and English language real-time financial and economic news.

Learn More

fs Insight Logo

FSinsight.com's Quantitative Indices (managed by Sam Doctor/Ken Xuan) are widely followed by clients. The research team has nearly 80 combined years of institutional sell-side research experience. Their approach is data intensive and seeks to take advantage of anomalies that identify sectors and stocks which have the potential to outperform the market.

Learn More

Market Research Data Logo

MarketDesk includes easy-to-understand investment research at an affordable price. The research is built to provide actionable investment ideas and cut through the market noise so investors can understand the big picture. View the sample reports to see the full offering.

Learn More

Mill Street Research Logo

The weekly Mill Street Research Trader Ideas report provides active traders with a focused list of 20 liquid US large-cap stocks that rank highest on Mill Street's flagship MAER multi-factor stock ranking model.

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Mott Capital Logo

Mott Capital uses a long-term thematic growth approach developed by Michael Kramer to invest in public equities, searching for investments that both reflect and help to shape generational and demographic shifts. Mott Capital utilizes a philosophy of buying stocks for a 3 to 5-year time horizon, with the belief that a long-term holding period gives themes and companies a chance to develop fully. The long-term horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

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Nautilus Investment Logo

Provides individual stock valuation and forecasting reports on over 4,000 US stocks and 1,200 Canadian stocks. The ratings and forecast report includes the outputs from their proprietary models and includes a valuation overview, rating, fair value assessment, return forecasts, market ratio-based valuations, comparable stock analysis and complete company financials.

Learn More

Passive Logo

Passiv is an automated portfolio management tool that makes it easier for investors following a balanced fund investment strategy to manage their portfolios.

Learn More

Nautilus Investment Logo

The PCM Report is a monthly report produced by the Peak Capital Management leadership. It includes a variety of content, including economic commentary on the capital markets, technical analysis, political analysis and a brief Q&A section led by both our CEO and Chief Equity Strategist.

Learn More

Social Market Analytics Logo

Social Market Analytics (SMA) aggregates the intentions of professional investors as expressed on Twitter. SMA uses patented proprietary Sentiment NLP, Topic Modelling and Source Technology to compare current conversations to historical baselines to identify positive/negative deviations from normal.

Learn More

Simply Wall Street Logo

Simply Wall St helps investors make more informed decisions. Simply Wall St conducts in-depth and unbiased fundamental analysis on thousands of listed companies worldwide allowing you to quickly identify and research opportunities.

Learn More

Toggle AI Logo

TOGGLE AI crunches billions of data points to identify where data changes may impact assets and markets, finding historical analogs to contextualize current moves while distilling the analysis into a handful of insights curated for you.

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Trading Central Logo

Trading Central's patented pattern recognition applications continually scan 89 markets globally to provide coverage of over 75,000 instruments. Their insightful analysis and investment research tools enable users to find and validate suitable investment opportunities based on their individual preferences, optimize the timing of their trades and continually learn about markets while running their own portfolios.

Learn More

UBS Logo

UBS Live Desk offers a window into the global trading floor of one of the world's largest investment banks. UBS Live Desk delivers streaming commentary from traders and sales in short, easy-to read snippets to keep you up-to-date with the very latest developments in global financial markets.

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A number of providers on our platform enhanced or expanded their offerings:
Capitalise Logo

Capitalise.ai is redefining trading automation. For the first time ever, traders of all levels can automate their own unique trading strategies, using everyday English. Capitalise.ai can read your trading strategies in words and trigger on your conditions. New features include:

  • Backtest is now part of the Capitalise.ai platform, adding a new layer of analytical value to automated trading. Now you can easily simulate strategies in retrospect, using historical data to perfect your trading strategy.

Capitalise is free to use. To subscribe, log in to Client Portal and select Menu > Settings > User Settings > Research Subscriptions (Configure Gear icon) - Current Subscriptions (Configure Gear icon).

Learn More

dpa AFX Logo

dpa-AFX ProFeed and AWP Premium Global are now available for non-professional clients effective November 5th. They were only available to professional users prior. To subscribe to dpa-AFX ProFeed or AWP Premium Global, log in to Client Portal and select Menu > Settings > User Settings > Research Subscriptions (Configure Gear icon) - Current Subscriptions (Configure Gear icon).

Learn More

NDR Advisory Logo

NDR Advisory Publications is free for both non-professional and professional users. NDR Advisory Publications is available in TWS for desktop and mobile, and does not require a subscription. The service can be located in the Analyst Research section of TWS under Analytical Tools.

Learn More

In addition, a number of providers are currently offering free trials of their services:
UBS Logo

UBS Live Desk offers a window into the global trading floor of one of the world's largest investment banks. UBS Live Desk delivers streaming commentary from traders and sales in short, easy-to read snippets to keep you up-to-date with the very latest developments in global financial markets.

Learn More

Tradable Patterns Logo

Currently offering a free trial through November 30, 2020. Tradable Patterns is automatically activated on your account, can be found in the Analyst Research section of Trader Workstation (TWS) and does not require you to subscribe through Client Portal.

Learn More

Mill Street Research Logo

Currently offering a free trial through November 30, 2020. Mill Street Research is automatically activated on your account, can be found in the Analyst Research section of Trader Workstation and does not require you to subscribe through Client Portal.

Learn More

View All Research and News

Interactive Brokers' educational resources are easier than ever to use. IBKR Campus is your new destination for learning about the markets, products and tools available to you at Interactive Brokers. Our redesigned website makes it easier than ever to find the information you need to improve your understanding of financial markets and keep on top of current events.

Traders' Academy Logo

Improve your understanding of the products, tools and markets available via IBKR's award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.

New courses include Introduction to US Corporate Bonds and a course from IEX called Introduction to US Equity Market Structure. In addition, we recently updated our Introduction to Charts, Introduction to TWS Order Types and TWS for Beginners courses.

IBKR Webinars Logo

Watch, listen and learn about current market topics, IBKR tools and more by participating in any of our free webinars or browsing our extensive offering of recorded webinars.

Traders' Insight Logo

Watch or read market commentary and analysis from more than 70 industry sources, including IBKR's Chief Strategist Steve Sosnick and Senior Analyst Steven Levine.

IBKR Quant Logo

A blog for quantitative professionals with an interest in programming, deep learning, IBKR API, AI, Blockchain and other transformative technologies influencing modern markets.

Connect with IBKR on Facebook, Twitter, LinkedIn or YouTube
Traders' Insight:
IBKR Quant:
Student Trading Lab:
Corporate:
Bond Scanner

New Tools

Search a Vast Universe of Global Bonds at the Bonds Marketplace

The Bonds Marketplace provides access to a full universe of US government securities, nearly 40,000 corporate bonds, over one million municipal securities, 22,000 CDs and 2,600 non-US sovereign bonds.

IBKR offers low and fully-transparent commissions on bonds, with no mark-up on bond prices. We strive to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes.

Use our Bond Search Tool to browse availability and learn how much you can save.

Try the Bond Scanner today!

NEW SERVICES

Find Your Next Investment Opportunity at the Mutual Funds Marketplace

The Interactive Brokers Mutual Funds Marketplace provides our clients around the world with a large availability of funds at low cost.

The Marketplace offers access to 33,000 no-load funds from over 350 fund families and can be accessed by clients from over 200 countries and territories. In addition, it includes many prominent fund families, including funds from Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.

Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 8,300 funds with no transaction fees, with fee funds outside the US charging EUR 4.95 (or equivalent) per trade.

Use our Mutual Fund Search Tool to find funds by country of residence, commission charged, fund type or fund family.

Launch Mutual Fund Search Tool

IBKR AWARDS 2020

Global Recognition

Interactive Brokers is recognized around the world for its low cost, premium trading technology and global product offering.

2020 Preqin Awards:

  • Top Prime Broker
  • Top Hedge Fund Custodian

2020 Australian Finder Awards:

  • Best International Share Trading Account
  • Best Share Trading Platform (Active Traders)
  • Best Low-Cost Brokerage

Read the Full Article

2020 Handelsblatt Award (Germany)

Sehr Gut (Very Good)

  • Top 10 – for serving Active Traders
  • Top 10 – for serving Wealthy Traders
  • Top 10 – for serving Occasional Traders

Read the Full Article

2020 Good Money Guide Award:

  • 5 out of 5 stars
  • Best Futures and Options Broker

Read the Full Article

View All Awards

Supporting documentation for any claims and statistical information will be provided upon request.

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the “Characteristics and Risks of Standardized Options”. Before trading futures, please read the CFTC Risk Disclosure. Copies of these disclosures are available at ibkr.com.

All interest and borrowing activity is through Interactive Brokers LLC. Please see your customer agreement with Interactive Brokers LLC for further details.

Card program marketed and administered by Interactive Brokers LLC, the Program Manager of the Interactive Brokers Debit Mastercard.

[1] Access to IB SmartRoutingSM for US listed securities is generally available only to IBKR Pro accounts.

[2] Net $ Improvement per Share Definition: ((# of Price Improved Shares * Price Improvement Amount) - (# of Price Disimproved Shares * Price Disimprovement Amount)) / Total Number of Executed Shares.

[3] IHS Markit. Industry as a whole for the referenced periods according to IHS Markit. The IHS Markit analysis for US stocks included all market orders of 100 shares or more, up to 9,999 shares from January - June 2020.