Discover ideas and new markets for potential investments using the Discover tool. Discover is your link to market-defining third-party content selected specifically to help you improve your success as a trader. Currently Discover supports content from Trading Central, a "premium, one stop shop for investment decision support." Find Discover in the Research menu, and select the third party data you'd like to see, for example Trading Central. Use the sub-tabs to find out more.
Trading Central data includes:
Check back often as we continue to add more third-party content to the Discover tool!
Fundamentals Explorer Updates
We've reorganized the Trading Central data offered in Fundamentals Explorer. We've created a new "Trading Central" tab and now include sub-tabs, including:
Find Fundamentals Explorer in the Research menu.
The most recent updates to Client Portal include:
Client Portal now supports the ability to exercise/lapse long options positions. To take action on long options in your portfolio, from the Trade menu select Exercise/Lapse Options. Alternatively, select the position from your portfolio and find the Exercise/Lapse button in the Order Ticket.
The list of long positions is presented, each with an associated in-the-money (ITM) or out-of-the-money (OTM) tag and "Optimal Action" field with "Hold" or "Exercise" entry. Dividend-paying positions that may be affected by early exercise show a yellow "lightening" icon next to them. These positions are also tagged in your portfolio. Mouse over the icon to find out whether exercising this option early to collect the dividend is projected to be beneficial.
To exercise an out-of-the money option you must first select Allow Exercise, which indicates that you understand that exercising an out-of-the money option will result in a monetary loss. You will only see this preference if you select an OTM options position.
If you elect to exercise, the request can be cancelled up until the time of exercise which generally occurs by the morning of the next business day but may occur sooner. If desired, you can specify that an option exercise request be immediately final (non-editable and cannot be canceled) by checking Make Final. Selecting this preference allows for immediate delivery of the underlying stock into your account and immediate closing of the option position. Note that some contracts will not follow this rule and will remain revocable up until the clearing house deadline.
To exercise an option
The most recent updates to Client Portal include:
Improved Events Calendar with US IPOs
The redesigned Events Calendar can help you stay on top of current and upcoming economic and corporate events for companies around the globe. Use filters to view only companies in your portfolio and Watchlists, limit the events display to specific types, like corporate actions, corporate events, economic events, US IPOs, Econoday events and more. Or, turn off filters and see more. Use the calendar to choose the view; see events for today, or view past and future events. Other enhancements include:
The latest addition - detailed IPO data from Renaissance Capital LLC - makes it easy to track upcoming US IPOs scheduled to start trading today, tomorrow, next week and beyond. Use filters to decide whether you want to see all upcoming IPOs, or only those related to companies in your portfolio and Watchlists. Select an IPO headline for a snapshot of valuable IPO data and insights from Renaissance Capital LLC including filed and trade date, IPO price, deal size, market cap at offer, shares offered, total shares and more.
To open the Events Calendar, select an asset from your Portfolio or a Watchlist, and click the expand arrow from the Events tile in the Quote Details panel to the right of the chart. From the list of actions and events toggle on the IPOs feature. Use the Only Show My Companies toggle to set display filters. Select a date from the calendar to see that day's scheduled IPOs.
Portfolio Improvements and more
Clients with individual brokerage accounts in the US now have the ability to seamlessly trade Bitcoin (BTC), Ethereum (ETH), Litecoin (LTC) and Bitcoin Cash (BCH) through IBKR's professional grade desktop platform and intuitive mobile and web platforms.
Cryptocurrency trade execution and custody are provided by Paxos Trust Company, a regulated New York limited trust company that affords investors secure technology and a high level of protection.
To Request Cryptocurrency Trading Permission:
Once trading permissions are approved, trade in Client Portal by selecting Trade and then Crypto. Search for the cryptocurrency, enter your order details and click "Submit Buy Order" to place the trade.
As an IBKR client, you have the unique opportunity to trade products in 135 markets around the world. The Trade Worldwide news feed makes it easier for you to discover new products that may complement your current investment strategy. Based on your current portfolio and trading habits, the Trade Worldwide feed presents a list of actionable, potential global investments picked just for you. Click Related Tickers at the bottom of any news story to trade the product or add to your Watchlist.
Trade Worldwide is available in Client Portal from the Discover menu.
Spot Your Next Opportunity with Interactive Brokers and TradingView
We have teamed up with TradingView, a social network of 30 million traders and investors using the world's best charts and tools to spot opportunity in global markets, to provide you with free stock charts, stock quotes, and trade ideas.
TradingView charts are available in the Quote Details screen in Client Portal for any stock symbol. Coming soon to all our trading platforms.
Use the Strategy Builder in the Option Chain to create multi-leg options strategies. Add a strategy to a Watchlist, see the Risk Profile, or Trade directly from the strategy screen. Access by clicking Option Chain from the Quote Details screen.
Easily set up an exit strategy for your orders using the Exit Strategy link at the bottom of the Order Ticket. Define a bracket order to capture profit (Profit Taker) and help minimize loss (Stop Loss). Use one or both orders and modify as needed.
Search Improvements with Added Information
The search bar has been enhanced to provide additional information on a contract. After the contract search has been returned, click in the search bar (labeled "Search Inside") to see a drop-down list of useful information on the contract, including fundamentals, news and more.
Mutual Fund Scanner
From the Markets menu select Mutual Fund Scanner to set filters and search for Fund Families. Click Download to XLS to download your results into Excel.
IBKR Launches US Spot Gold Trading
You can now trade US spot gold (TWS: USGOLD)1 in amounts as small as one ounce, side-by-side with other asset classes, from your Interactive Brokers account.
US GOLD transactions have low and transparent tiered commissions from 0.7 bps to 1.5 bps of trade value with a minimum of $2.00 and are priced with tight spreads. Interactive Brokers clients can request some or all of their US GOLD positions in one-ounce increments for physical delivery in the United States.
Metals trading permission is needed to trade this product. To add this permission:
After receiving Metals trading permission, you can begin trading USGOLD. If you are trading from Client Portal, click Trade > Commodities, search for "USGOLD," enter your order details, and click "Submit Buy Order" to place the trade.
Also in this release:
The latest updates to Client Portal let you:
The latest updates to Client Portal include:
Impact Dashboard: Use the Impact Dashboard to evaluate and potentially adjust your portfolio to invest in companies whose responsible world view coincides with your own. Choose the impact values and principles that are important to you, like Racial Equality and No Animal Testing. Then let the Impact Dashboard analyze and grade your portfolio based on how your positions align with your principles. The dashboard even shows how each individual investment is helping or hurting your overall Portfolio Impact Score. By viewing companies through an "impact lens" of your own design, you can clearly see whether their socially-responsible goals and principles line up with yours. Find out more by reading the Impact Dashboard White Paper.
Social Sentiment: Now you can see current and trending market sentiment scores for companies in your Watchlists and Portfolio with social sentiment data from Social Market Analytics Inc. (SMA). Data is derived from the content and volume of unique Tweets, which have been triple-filtered for relevance and credibility from the daily Twitter stream of over 500 million Tweets. Find out more by reading the Social Market Analytics White Paper.
The latest updates to Client Portal include:
The more you know about a company, the better investment decisions you can make. We've expanded our Environmental, Social, and Governance (ESG) ratings functionality to include the ability to identify companies engaging in controversial business practices that don't align with your values. Use the ESG tab in Fundamentals Explorer to tag such activities that concern you, like:
When you're researching a company in Fundamentals Explorer, look at the Principles section of the ESG Scores/Principles widget on the Overview page to see how a company's practices align with the principles you hold.
To define your principles, use the magnifying glass icon to search for symbol, or select an instrument from your Watchlist or Portfolio. Click Fundamentals from the top menu. In Fundamentals Explorer, select the ESG tab and use the Principles tile to read about and select business practices you don't support.
Available in Desktop TWS and Client Portal. Coming soon to IBKR Mobile. Watch for more ESG enhancements coming soon.
TipRanks ratings have been expanded to include non-US stocks, with added coverage for over 6,700 Canadian and European companies. TipRanks evaluates recommendations by financial analysts and bloggers, and then ranks their recommendations based on historical accuracy and performance.
To view TipRanks Ratings and Sentimental Analysis, search for a symbol and then open Fundamentals Explorer. Open the Analyst Ratings tab and then select TipRanks Ratings or TipRanks Sentiment.
Socially conscious investors can now factor ESG scores as they make their investment decisions on ETFs and Mutual Funds. Fund ESG scores are based on the weighted average ESG scores of the top company holdings. Holdings without ESG scores are excluded. Weighted average ESG scores are shown only for funds where at least 70% of their net asset value has ESG scores.
ESG Ratings include:
ESG Pillars include:
ESG scores are available in Client Portal within the Fundamentals tool for ETFs and within the contract details for specific mutual funds.
Client Portal now provides easy access to significantly more Mutual Funds data. Explore fund-specific data across multiple categories including Profile & Fees, Ratings, Performance, Holdings, Ratios & Fundamentals, and Risk & Statistics. Additionally, research and explore funds right in your Portfolio with our new mutual fund columns.
To access Mutual Fund data, enter a fund symbol in the Symbol Lookup field and pick Fund as the instrument. From the Overview, use the tabs along the top to change categories, or use the arrows in the upper right corner of any tile to open that page. Data is interactive in many areas; move your mouse over graphs and bars for more detail.
To explore funds in your Portfolio with new columns, open Portfolio from menu. In the upper right corner, click the three dots "more" menu and select Edit Columns. On the left side scroll down to the Mutual Funds categories and use the "+" sign to add columns to your Portfolio.
We have added a new Fundamentals section to the Client Portal Quote Details to ensure traders have access to our extensive fundamentals data on all of our trading platforms. The new Fundamentals section in Quote Details includes three categories - Company Profile, Financials and ESG - with more on the way.
To view Company Fundamentals, enter an instrument in the Symbol Look Up field at the top of Client Portal, then select an asset type. From the Quote Details page, click Fundamentals to view the Overview. Use the top menu to move between sections and see more details.
We continue to enrich the IBot user experience by offering supplemental articles and information from external sources, like Wikipedia and Investopedia. These third-party additions are clearly marked in the IBot's search results.
The Client Portal Home page and Portfolio have been redesigned for a better balance of content and utility.
Log in to Client Portal using your account credentials from the Log In menu on the navigation bar of the IBKR website.
Client Portal now supports Bulletins to keep you apprised of system, exchange, and other issues. When you have a bulletin you'll see the yellow "bulletins" notification marker in the top right corner of the navigation bar between the User and Notifications icons . Tap the icon to view the system bulletin.