The IBKR Forum promotes dialog among IBKR clients. Clients can post observations, ideas, articles, and questions, to which others can respond, resulting in a useful online exchange for the benefit of all.
Please note that the moderators may remove any inappropriate or personally identifiable information.
Getting Started
- All participants must create a Screen Name on the Settings page under Education - IBKR Forum - My IBKR Forum.
- Use the New Post page to write and publish a post under Education - IBKR Forum - General Discussion.
- Use the Most Recent page to browse posts from others and participate in conversations.
- Set filters to restrict who can see your posts, and whose posts you can see.
Creating a Screen Name
Screen names identify you to others in the forum. You will need to create a screen name to participate in the forum. Screen names must be unique within the forum and must be between 5 and 30 characters. In order to set your screen name, click on the "Choose a Screen Name" title on the Settings page under My IBKR Forum. In the popup box, you may enter your screen name and also optionally create/edit your bio.
Posting
- Creating Posts
Click the New Post tab. Use the editor to give the post a title and enter the content of the post.
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- Use the Save Draft button in order to save your work as a draft and finish at a later time.
- Use the Preview button to review your post and see how it will appear when published.
- While reviewing the post, use the Edit button to go back to the editor page to make changes, or the Discard button to abandon the post without saving.
- If satisfied with the preview, use the Publish button to publish your post.
Please note that you can edit and delete published posts within 15 minutes of posting them, as long as no one has posted a reply.
Browsing Posts and Participating in Conversations
- Browsing Posts
Click the heading of a post to see the full conversation.
- Viewing a Conversation
When you select a post, it displays the original post content and all of its replies in a conversation page. The conversation also includes users replying to other replies.
- Replying to Posts
You can reply to the post - or to any reply in the conversation thread - by clicking Reply at the bottom of the content. You will see the content to which you are replying in the text editor. Enter your reply at the bottom of the editor and use the Post Reply button to publish.
- Reporting Inappropriate Posts
If you consider a post to be inappropriate, you can report the contributor to the IBKR moderators by clicking Report in the top right corner of the post.
- Filtering Your Posts that Others Can See
By default, your posts are visible to all others, unless they have defined criteria to filter posts. Filters can be set by the net liquidation value of the account, how often you trade, the asset classes traded and more.
To restrict who can see your posts, click Settings under My IBKR Forum. In the Who Can See My Posts section use sliders and checkboxes to specify minimums and other criteria required for users to be able to see your posts. If no filters are set, all users can see your posts. Settings are saved as you make the changes.
Save time by using the same criteria specified in Show Posts From... by checking the "Use the 'Show Posts' settings" checkbox.
- Filtering Criteria
You can restrict which posts you see and restrict who can see your posts using the following criteria:
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- Net Liquidation Value.
- Trades per Month.
- Trades Asset Classes.
- Manages Money.
- Trades Own Account.
- Trades Geography.
Additional Information
- For information on how to use the IBKR Forum please review the user guide.