How can I see news, research, reports and company fundamentals in TWS?

To access Fundamentals Explorer in TWS:

  1. Select the asset you are interested in, and use the right-click menu to select Fundamentals Explorer.
  2. Use the tabs to view pages such as Company Profile, Key Ratios, Dividends, Impact, Financials, Analyst Rating, Analyst Forecast, News or Ownership
  3. Hold your mouse over graphical values to see more depth.

To compare ratios and their trends with competitors:

  1. From the Key Ratios tab select a ratio. A bubble chart appears comparing the ratio against the four peers with the nearest market capitalization.
  2. Click a peer to compare the ratio trend values in the chart on the right.

Fundamentals Explorer requires TWS Version 979 or higher, 

Find out more about the Fundamentals Explorer on the IBKR website.

Additional Information

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