IB’s Information System equips active traders with a robust arsenal of research tools powered by a variety of tier one content providers.
You can take advantage of the low-cost, comprehensive research essentials bundle with reduced pricing on seven key bundled subscriptions – or subscribe à la carte to just the analytic research feeds and newswire services that you need.
Both the Reuters Event Calendars and Company Fundamentals are now available in all IB accounts at no charge. Additional premium news services, analyst research and event calendars are easily activated by subscription from Account Management.
Trader Workstation users will see the Company Fundamental windows seamlessly integrated in TWS – combining the research tools with market data, order entry, trade management and account monitoring in a single workspace.
Reuters Street Event Calendars give you access to these features:
A front-page layout of the day's upcoming events and top news stories to start each trading day. Get a birds-eye summary view of the day’s headlines and notable events with real-time updates throughout the day.
Scan the Daily Lineup for an overview of world markets, economics events and earnings.
To view Daily Lineup
View Corporate Earnings, Corporate Events, Economic Events, Dividends, Splits and IPO/Secondary Offerings from the Events Calendar. In TWS Build 961, the Reuters Street Events data, which previously displayed on separate pages in the Events Calendar section, has now been combined into a unified "Calendars" interface with multiple, filterable sections.
Open from the Event Calendar button in the TWS Mosaic window, or the Analytical Tools menu in Classic TWS. The left side of the Calendars window provides filters to streamline the data shown on the right. By default the view opens to today's date, but you can click any date on the calendar to view filtered events for that day.
Event calendars can be set to filter data for companies in your watchlists and/or related firms by market sector.
Four sub-categories of Corporate Actions are displayed. You can filter further by checking/unchecking these categories:
The results of your filters will display in the large frame on the right side of the Calendars window. Click an event to see more details.
The Mosaic News window lets you view real-time news and browse historical articles with ease and efficiency. Three tabs separate general market news, news for positions held in your portfolio and ticker specific headlines. In Classic TWS, add a News panel to any Quote Monitor Analytical Tools menu.
Configure your news feeds with customized headline filters for just those articles relevant to your trading needs.
Additional tabs can be added with the “+” tab to view:
Sentiment and Confidence ranking data has been combined into a single column called Rank. The column uses color along with a number to indicate a positive or negative sentiment.
For example a positive ranking of 1 would indicate more confidence in the sentiment than a positive ranking of 0.65. If the Rank field is empty, the article has not been ranked, and a notation of "n/a" indicates neither positive nor negative sentiment.
The Analyst Research button provides third-party institutional-caliber research integrated in the Trader Workstation (TWS) trading platform.
Analyst reports contain concise, actionable recommendations. Subscription is required for the premium content. Click on any of the providers listed on the Analyst Research tab and select More Info for a 30-day free trial subscription and sample research report where available.
The Analyst Research window summarizes upgrade/downgrade activity for companies including those in your watchlist(s), portfolio and competitors of those companies. The lower panel provides upgrade/downgrade details.
Link is provided to access recent publications from your subscribed providers. Use the Ticker or Company Search field to locate information on a specific corporation. The Company Report filter lets you display reports for your Portfolio positions or Portfolio + Competitors.
Subscribed – provides a quick access list to your subscribed providers to.
Available – For additional information on the available, integrated research providers: Real-time Access to Comprehensive Research, News and Market Data
Company Fundamentals provides comprehensive, high quality financial information on thousands of companies worldwide. This window includes separate pages for these sections:
An optional Wall Street Horizons subscription provides extensive earnings event calendars on companies around the world. Upcoming earnings dates, conference call details and other corporate events are provided with dates, times and URLs, along with direct links to earnings call transcripts.
Included with the selected stock's events will be a table showing all events for related companies in the same market sector. You can easily set an Alert to be notified in TWS, via e-mail or text message.
View the Corporate Event Calendar for companies held in your portfolio. From New Window button, select WSH Corporate Event Calendars or in your Account Window > Portfolio section to view information
Add the Event Calendar fields to any TWS quote line. Columns are sortable so you can quickly see the upcoming events in any of your watch lists. To add:
With the Wall Street Horizons subscription you can also view the earnings events for all your current positions with the Portfolio Events Calendar. This is also available as a selection from the Classic TWS Analytics menu or use the Portfolio Event Calendar icon from Account Window | Portfolio Section.
SEC.gov has a substantial repository of financial information provided by the Securities and Exchange Commission. You can access all SEC filings for the selected company for the past year, with drill down access to the actual reports. Right click on a specific ticker then go to Fundamental Analytics -> SEC Filings. This will take you to www.sec.gov for the selected corporation.
Key fundamental fields can be added to your watchlists. You can also use fundamental data as filters for global equity market scanners.