If insufficient data exists to determine a holding's Investment Theme exposure, the position will be categorized within the Not Mapped section to ensure completeness of the portfolio representation.
What holdings are included in the Not Mapped section?
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How do I close an open combo in one click?
Once your legs are grouped into a complex position, you can simply right click the position in your portfolio window and choose "Close."
To close a combo in one click within TWS you must first ensure that the position was opened as a combo (if you "leg" into a combo position it cannot be closed with one click). Once you have traded into a combo you can group that combo into a complex position within your Portfolio window…
How do I use Risk Navigator to project exposure fees?
IBKR's Risk Navigator provides a custom scenario feature which allows one to determine what effect, if any, changes to their portfolio will have to the Exposure fee. Outlined below are the steps for creating a “what-if” portfolio through assumed changes to an existing portfolio or through an entirely new proposed portfolio along with determining the resultant fee. Note that this feature is available through…
Why does the Impact Dashboard show that only some of my investments have impact data?
Because impact scoring is relatively new, not all companies currently provide impact data - but more and more are adding it all the time. We want you to know what percentage of your portfolio holdings provide this data so that your Portfolio Impact Score is more meaningful. Note that the percentage of holdings with impact data is weighted based on your portfolio weighting. For example, if you have 100 positions and only 12 have impact data, but these 12 positions account for 94% of your total portfolio value, you will see that 94% of your holdings have impact data…
What is Rank-Adjusted Weight % and how is it calculated?
Rank-Adjusted Weight is a metric that recalibrates the portfolio or holding weight of securities according to their relative ranking within a given Investment Theme. Rather than treating all securities equally, this measure provides a more precise representation of a portfolio's effective thematic exposure by attributing greater weight to higher-ranked securities — those most central to the theme — while proportionally discounting lower-ranked securities that maintain a more peripheral association with the theme…