Interactive Brokers | NEWs @ IBKR Vol. 24

News @ IBKR

2024 - Volume 24
IBKR Desktop Interface

IBKR Advantage

Interactive Brokers Launches
Forecast Contracts on Economic and Climate Indicators.

IBKR Desktop Interface

Interactive Brokers Group announced that its wholly owned subsidiary, the CFTC-regulated ForecastEx LLC, started operations on August 1, 2024, and that clients from eligible countries can now trade Forecast Contracts on upcoming economic data releases and climate indicators.

Forecast Contracts through ForecastEx facilitate a unique trading approach, allowing investors to hedge against or express conviction on the outcome of key economic and climatic events. The contracts provide a direct method for investors to protect their portfolios from volatility related to economic indicators or climate patterns. They are especially relevant for those invested in cyclical stocks and sectors like industrials, consumer discretionary, and real estate, which are highly sensitive to economic fluctuations.

If an investor believes an event will occur, such as an increase in the US Consumer Price Index above a specific value, they can buy a "yes" contract. Conversely, if they think the event will not happen, they can purchase a "no" contract. Contract purchase prices range from $0.02 and $0.99. The value of these contracts will continue to fluctuate based on market participants’ evolving judgment of probabilities, directly reflecting the collective market view of the likelihood of the event. Upon the event's resolution (e.g., when the US Bureau of Labor Statistics announces the CPI), the contract settles at a predefined value — $1 for a correct answer and $0 for an incorrect one.

ForecastEx contracts for the following indicators are currently available

Economic

  • US Fed Funds Target Rate
  • US Consumer Sentiment
  • US Housing Starts
  • US Retail Sales
  • US Building Permits
  • US Consumer Price Index
  • US Payroll Employment
  • US Unemployment Rate
  • US Corporate Profits
  • US Initial Jobless Claims
  • US National Debt
  • US Real GDP
IBKR Desktop

Climate

  • Global Temperature
  • US Temperature
  • Atmospheric Carbon Dioxide

Forecast Contracts are traded via IBKR ForecastTrader, an easy-to-use web platform that can be accessed with your existing login credentials.

ForecastEx plans to expand internationally and cover additional local and controversial global issues. Contracts will be limited only by the availability of credible, impartial arbiters of event resolutions.

Instruction to request Forecast Contract trading permission.

  1. Log in to Portal
  2. Select the User (head/shoulders) icon > Settings menu
  3. Select Forecast and Event Contracts – Request
  4. Select Request Permissions
  5. Read and acknowledge legal documents and disclosures
  6. Select OK

Trading permission upgrades are subject to a compliance review, which is typically completed within 1-2 business days.

Request Trading Permissions

Learn About ForecastEx

Learn About IBKR Forecast Trader

Interactive Brokers is a CFTC-registered Futures Commission Merchant and a clearing member and affiliate of ForecastEx LLC ("ForecastEx"). ForecastEx is a CFTC-registered Designated Contract Market and Derivatives Clearing Organization. Interactive Brokers LLC provides access to ForecastEx forecast contracts for eligible customers. Interactive Brokers Hong Kong does not make recommendations with respect to any products available on its platform, including those offered by ForecastEx.

THIS IS A SOLICITATION TO ENTER INTO A DERIVATIVES TRANSACTION WITHIN THE MEANING OF CFTC REGULATION 1.71

Restrictions apply. Forecast contracts not suitable for all investors.

For information about trading rules and contract specifications, visit ForecastEx's website.

Supporting documentation for any claims and statistical information will be provided upon request.

Futures, event contracts and forecast contracts are not suitable for all investors. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at Interactivebrokers.com.

Saudi Arabia

NEW PRODUCTS

Interactive Brokers is Your Gateway
to Saudi Arabia

Interactive Brokers is the first international broker to offer foreign retail clients access to the Saudi Exchange.

A landmark alliance between Interactive Brokers and Saudi National Bank Capital (SNB Capital) provides IBKR’s clients with seamless access to Saudi equities alongside global stocks, options, futures, currencies, bonds, funds and more from a single unified platform.

Saudi Arabia is the Gulf region's largest economy and capital market and is on the verge of a transformative period. Recent regulatory changes enabling foreign retail investors to trade Saudi equities and a relationship with SNB Capital present a significant opportunity for investors seeking exposure to developing economies.

The Saudi Exchange, with 234 listed companies across 21 sectors, offers a promising landscape for growth. IBKR's clients can now further diversify and expand their investment portfolios to Saudi stocks, Real Estate Investment Trusts (REITs), and ETFs that trade on the Middle East’s largest stock exchange, opening a world of trading potential.

Request Trading Permissions
Learn About the Saudi Exchange
Kuala Lampur

NEW PRODUCTS

Access the Bursa Malaysia Exchange with Interactive Brokers

Bursa Malaysia is an exchange holding company incorporated in 1976 and listed in 2005. It has grown to be one of the largest bourses in ASEAN. Today, Bursa Malaysia operates and regulates a multi-asset exchange, offering a comprehensive range of investment, capital raising and exchange-related facilities. Bursa Malaysia is committed to creating opportunities and growing value for the Malaysian capital market, economy and society.

Interactive Brokers clients can access the following products on the Bursa Malaysia Exchange:

  • Malaysian Ringgit-denominated Equities and ETFs: Bursa Malaysia Securities Berhad is Malaysia’s sole stock exchange. With a market cap of USD 380 billion and comprised of 970 listed companies, Bursa Malaysia is one of the largest stock exchanges in Southeast Asia. Interactive Brokers is among the few brokers providing access to trade MYR-denominated equities and ETFs in Bursa Malaysia’s Main Market and Ace Market. IBKR helps facilitate access to the exchange by automatically converting your account’s base currency into MYR for trading.
  • Crude Palm Oil Futures (FCPO): FCPO is a Ringgit Malaysia (MYR) denominated Crude Palm Oil Futures Contract traded on Bursa Malaysia Derivatives. Since October 1980, it has provided market participants with a global price benchmark for the Crude Palm Oil Market.
  • FTSE Bursa Malaysia KLCI Futures (FKLI): FKLI is a Ringgit Malaysia (MYR) denominated FTSE Bursa Malaysia Kuala Lumpur Composite Index (FBM KLCI) Futures Contract traded on Bursa Malaysia Derivatives, providing market participants with exposure to the underlying FBM KLCI constituents. It is actively used by both institutional and retail investors in their respective trading portfolios.

FCPO and FKLI are traded electronically on CME GLOBEX®, a global electronic trading platform. Accessing CME GLOBEX is straightforward and allows individual and professional traders to access Bursa Malaysia Derivatives Products from anywhere around the world.

If you would like to trade Bursa Malaysia Exchange stocks, ETFs or futures, you may need to add trading permissions to your account by requesting "All Asia Pacific" or “Malaysia” trading permissions for Stocks/ETFs and/or Futures.

If you need to modify or request trading permissions, please log in to Portal, navigate to the User ("head/shoulders") > Settings >Account Settings – Trading Permissions menu item, select the products you would like to add/edit and follow the on-screen prompts.

Trading permission upgrades are subject to a compliance review, which is typically completed within 1-2 business days.

Request Trading Permissions

Learn More about Bursa Malaysia

IBKR ADVANTAGE

Interactive Brokers Enhances Market Access with Extended Trading on Eurex/KRX Link

Since August 2010, the Eurex / Korea Exchange (KRX) link has provided investors with a way to trade and hedge their Korean exposure after KRX closing hours, which allows clients on the Interactive Brokers platform to trade KOSPI and USD/KRW derivatives at Eurex during core European and North American trading hours.

Interactive Brokers announced the Eurex/KRX Link with extended trading hours for Korean KOSPI 200 derivatives is accessible via the IBKR platform. This enhancement aligns trading opportunities across Korean, US, and European time zones, providing seamless access for investors during US and European market hours.

The expanded trading hours include a variety of products such as KOSPI 200 Options, Mini-KOSPI 200 Futures, KOSPI 200 Futures, and USD/KRW currency futures. These products are fully fungible with corresponding contracts at KRX, enabling robust risk management and effective investment strategies across different markets.

Key Benefits

  • 24-hour trading and clearing enables market participants to react to overnight events and market movements
  • Eurex contract is currently the only venue where international investors can access KOSPI derivatives during the Korean night trading session (Eurex CET hours)
  • Eurex KOSPI products are fully fungible with the corresponding contracts at KRX and expire daily into the corresponding Eurex/KRX product position established at KRX prior to the T+1 KRX market open
  • Eurex’s leading trading, clearing and risk management functionalities help to reduce counterparty risks and increase margin efficiencies

If you are an IBKR client with European (German and/or Switzerland) futures or futures options trading permissions, you can trade by entering the product symbol into one of our trading platforms.

If you do not have European (German and/or Switzerland) futures or futures options trading permissions, simply log in to Portal and request trading permissions from the User ("head/shoulders icon") > Settings > Trading - Trading Permissions menu item.

Trading permission upgrades are subject to a compliance review, which is typically completed within 1-2 business days.

Add Permission

Learn More

Hand holding coins with financial candle stick chart in background

NEW OFFERING

US and Canadian Shares Are Now Eligible for the Dividend Reinvestment Program

You can now reinvest cash dividends into additional full or fractional shares of the US and Canadian stocks held in your account.

By enabling automatic dividend reinvestment for your account, you are authorizing Interactive Brokers to reinvest or place a standing order with its affiliates in the United States and Canada to reinvest any dividends your account is entitled to receive in connection with certain stocks and ETFs (where available).

On the morning following confirmation of receipt of a dividend payment on an eligible stock or ETF, we will use the dividend payment (or cash-in-lieu of dividend payment if your shares are on loan at the time of the dividend payment) to purchase additional shares of that stock or ETF.

  1. Log in to Portal
  2. Click the User ("head/shoulders") icon > Settings menu
  3. Under Account Settings, find the Trading section
  4. Select Dividend Election
  5. Check Reinvest or Receive Cash for Stock Defaults under Account Level Settings
  6. Click Continue and complete the steps presented

Advisors, Brokers and Proprietary Trading Limit clients can enroll accounts from the Dashboard > Contacts tab in Portal. Click the Information "I" icon for the desired account to open the Client Account Details page, and enable dividend reinvestment by clicking the Edit link in the Account Configuration section.

Enable DRIP

Read Disclosure

Learn More

Dollar bills growing out of the ground to be harvested

Expanded Offering

Automate Your Investing with Recurring Investments

Did you know that you can use our Recurring Investments tool to set up and execute a predetermined investment strategy by automatically investing funds on a recurring schedule?

Select from almost any US, Canadian or European stock/ETF, choose a start date, and then select whether you want to invest on a daily, weekly, or monthly schedule. On the start date, your trade will be executed soon after the market opens and then repeated according to your predefined schedule.

Recurring Investments uses fractional shares trading to help you get more for your money. With fractional trading, you can divide your investments among more US, Canadian or EU stocks and put small balances to work.

In addition, our standard, low commissions for stock trading apply to recurring investments.

You can setup the Recurring Investments tool from Portal by selecting the Trade menu option and then selecting Recurring Investments.

Your open recurring investment orders are visible in Portal from both the Portfolio and Trade and Orders and Trades menus. Please note that open recurring investment instructions are not visible on the Trader Workstation (TWS), IBKR Desktop or IBKR Mobile order screens. Submitting orders from these platforms will increase your exposure beyond what is scheduled for your recurring investment.

  1. Log in to Portal
  2. Select the Trade > Recurring Investments menu
  3. Select Create Recurring Investment
  4. Select Asset Type and click Search
  5. Read and acknowledge legal documents and disclosures
  6. Review your selection and click Continue

Trading permission upgrades are subject to a compliance review, which is typically completed within 1-2 business days.

Create Recurring Investment

Learn More

IBKR Advantage

Additional Security for the Uninvested Cash Held in Your Brokerage Account

Interactive Brokers is pleased to offer clients of Interactive Brokers LLC a program that gives you additional security on the cash held in your brokerage account.

The Insured Bank Deposit Sweep Program provides up to USD 2.5 million of Federal Deposit Insurance Corporation (FDIC) coverage on your account's free cash balances. Combined with existing Securities Investor Protection Corporation (SIPC) coverage of the first USD 250,000 in your account, your available insurance will cover up to USD 2.75 million. Cash balances above USD 2.75 million remain subject to safeguarding under the SEC's Customer Protection Rule 15c3-3, backed by the firm's equity capital.

Adding this program will not disrupt your account features or your trading capabilities. You will continue to earn competitive interest on balances, and your account cash remains available for stock, option, futures, currencies and bond trading on more than 150 markets globally.

Enrollment is seamless, and we invite you to take advantage of this opportunity to provide an additional layer of protection for your assets by clicking the link below. Please note that there may be a delay in the initial sweep of your funds during the account activation period.

Apply Now

Learn More

Secure Login

IBKR ADVANTAGE

Protecting Your Account

From the moment you log in, our account protection features are there to ensure that your account remains secure.

Two-Factor Authentication

  • Factor One: Each account requires a unique username/password combination for access.
  • Factor Two: Secure Login System. Participants receive a personal security device that provides a randomly generated security code. This code is used with your username and password to access secure areas. Click here for additional details on the Secure Login System.

Secure Socket Layer

  • IBKR deploys 2048-bit EV Certificates, TLS 128-bit or higher encryption to establish a secure connection and ensure the confidentiality and integrity of information passed between your computer and IBKR. Activate SSL by checking the "Use SSL" box on the TWS login dialog. Using SSL may impact the performance of your PC depending on its capabilities.
  • Automated monitoring systems ensure only strong encryption algorithms are used.
  • IBKR enforces all website traffic to use encryption.
  • EV (Extended Validation) technology verifies that you are on a protected website.

Limit Login via IP Restrictions

  • Restricts access to TWS to a specific list of IP addresses. In cases where multiple traders have access to an account, these restrictions can be set at the individual trader level.

Failed Login Attempts

  • IBKR restricts account access following a specified number of failed login attempts.

Automatic Logoff

  • We have built in an auto-logoff feature that logs you out of the application after a specified period of inactivity.

Statements

  • All statements are accessed through secure login to Portal.

Security Monitoring

  • We employ state-of-the-art transaction monitoring systems and maintain a dedicated security team that is responsible for detecting suspicious activity. If an unusual or suspicious transaction is noted, a member of this team may contact you to confirm the validity of the transaction. If contacted, you will never be asked to provide your password and we encourage that you call back and request to speak to the security team employee via our toll-free number 1-877-442-2757 to first confirm their identity. If you believe that your account has been compromised, you should notify IBKR immediately via our toll-free number 1-877-442-2757.

Know the Threats

  • Spyware
    This refers to software inadvertently downloaded from the Internet when you visit certain websites. Spyware covertly gathers information from your computer without your knowledge. Once installed, spyware monitors your activity on the Internet and transmits that information (including usernames and passwords) to an unauthorized recipient. You should install anti-spyware software on your computer to detect and remove spyware.
  • Phishing
    Thieves use phishing to obtain sensitive information by masquerading as a trustworthy institution. Phishing is typically carried out via an email that contains a link to what appears to be an authentic website. These counterfeit sites prompt you to enter your personal information, which the thieves then use to access your accounts. Note that IBKR will never send an email requesting sensitive information such as your password or social security number. If you receive a suspicious email which identifies itself as originating from IBKR do not respond, and immediately notify our security team by calling toll-free in the US at 877-442-2757 or direct at 312-542-6901.
  • Viruses, Worms & Trojan Horses
    These malicious programs can cause severe and irreparable damage to your hardware, software or files, and in some cases can open your system to unauthorized access and allow confidential information to be compromised. These programs, which differ on how they spread and replicate, are best controlled by first ensuring that your operating system is up-to-date and then installing anti-virus software, making sure that you frequently download updates to obtain the latest fixes.

For further information about securing your home computer and protecting your privacy, visit the About Us > Strength and Security page on our website.

About IBKR Strength and Security
Financial Charting Screens

New Tools

New Features Added
 to IBKR Trading Platforms

We recently added functionality to deliver a powerful and seamless trading experience
 across all our platforms, whether you are trading from your desktop or on the go.

IBKR TWS Interface on a Desktop Monitor

IBKR Trader Workstation (TWS)

Our flagship desktop platform is designed for seasoned, active traders who trade multiple products and require power and flexibility. We recently introduced the following features and/or enhancements to TWS:

  • Multi-Stock Tax Loss Harvesting Tool
    Now you can harvest losses across all stocks in your portfolio at the same time! You can access the tool from the Classic layout by opening the Portfolio tab and finding the Tax Loss Harvesting tool link at the top of the table.
  • Bond Accrued Interest
    Prior to placing a trade, bond traders may now view accrued interest on the Order Preview window. You may view this information from:
    • Classic TWS: Add the bond to a watchlist and right-click to buy or sell. When the Order Line appears, right-click on this line and select Check Margin Impact.
    • Mosaic: Enter the Order Parameters for the trade in the Order Ticket and click the Advanced button followed by Check Margin. At the bottom of the pop-up, Accrued Interest will be displayed.
  • Outside RTH and Algo Presets - Streamlined
    Algo orders placed with the 'Fill outside RTH' preset enabled were previously being rejected due to the preset. Now, you may submit these algo orders, and our system will ignore the 'Fill Outside RTH' preset.
  • Option Liquidity Tool
    The Option Liquidity Tool offers the opportunity for clients to interact with IBKR SmartRouted™ order flow and have their orders filled in between the National Best Bid/Offer (NBBO). The IBUSOPT destination helps traders execute options trades more efficiently and effectively and helps achieve better executions by providing traders with more control over their trades by supporting different order types.
    • Classic TWS: From the Trading Tools menu, select Option Liquidity Tool.
    • Mosaic: Use the New Window drop down and from the Option Tools section select Advanced Option Tools and then select Option Liquidity Tool.
  • Option Exercise Column
    We have added an Option Exercise market data column which gives investors the ability to view the current In The Money value for an options contract.
  • Round Allocation Quantity to Exchange Board Lot
    We added an Advisor Setup Preset that rounds individual allocations to the exchange's board lot quantity. A board lot is a number of shares prescribed by a stock exchange as a trading unit. Various non-US exchanges may use variable board lots that are dependent on the price of the stock.
IBKR Desktop interface on a laptop

IBKR Desktop

Our newest client-driven desktop trading platform combines the most popular tools from our flagship Trader Workstation (TWS) with a growing suite of original features suggested by our clients. Recent enhancements include:

  • Custom Windowing/Docking
    You can now customize your workspace by docking up to 15 tools in your layout. Choose from default layouts such as Charting, Trading or News & Research, or create a custom layout. Drag, re-order and re-size the tools that best suit your view.
  • Bond Search
    Easily look for bonds by typing in the name of the bond in the search bar.
  • Screeners Saved Library
    Create and save custom Standard or MultiSort Screeners.
  • Overnight Trading
    Overnight trading for US equities is now supported in IBKR Desktop.
  • Skip Order Confirmation
    We now offer the ability to skip the order confirmation pop-ups that appear when submitting a trade, allowing you to place trades seamlessly in fewer clicks.
  • Recently Searched Contract List
    The Quote panel now offers a Recently Searched list. This list will provide any symbols that have been recently added to a watchlist or searched.
  • Alerts Management Enhancements
    You can now create alerts in the Quote Details panel by clicking on a clock icon.
IBKR Mobile Interface on a phone

IBKR Mobile

IBKR Mobile is used by experienced traders who need the power to trade stocks, options, futures, currencies, bonds, and more across more than 150 markets worldwide. No matter where you are, you can access it all with advanced order types and trading tools. The following features were recently added to IBKR Mobile:

  • iOS
    Display Improvement: You can now add a 6th tab to the tab bar that provides direct access to Transactions. Just navigate to Settings > Display > Customize Navigation Bar and enable the tab.
    One Cancels Another: We have added the One Cancels Another order type in IBKR Mobile. Navigate to the Order Ticket (select a product from your Watchlist or Portfolio) and scroll to find the "One Cancels Another" drop-down menu. Select the additional orders and indicate whether you would like to buy or sell.
  • Android
    Updates to Conditional Orders and Direct Debit/Check Deposits: Conditional orders automatically submit or cancel your order if your defined criteria are met. Set conditions on price, change %, volume, margin cushion, another instrument being traded and more! We have also added Direct Debits and Check Deposits tabs to the Transactions screen.
    One Cancels Another: We have added the One Cancels Another order type in IBKR Mobile. Navigate to the Order Ticket (select a product from your Watchlist or Portfolio) and scroll to find the "One Cancels Another" drop-down menu. Select the additional orders and indicate whether you would like to buy or sell.
IBKR Client Portal on a phone, tablet, laptop and desktop

Client Portal

Access all the features that you need with our easy-to-use web platform. View, trade, and manage your account all with a single login. No downloads required. Client Portal now includes the following features:

  • Navigation and Display Changes
    You can now access the new Market Screener from the Research menu and Third-Party Reports was moved to the Performance & Reporting menu. In addition, Screeners can now be viewed in normal or wide mode, includes Color Rank and a "walk-through" guide for the new Scanners UI.

IBKR GlobalTrader and IMPACT

IBKR GlobalTrader and IMPACT provide a streamlined experience for trading stocks, ETFs and options worldwide. Invest with as little as $1 and trade in fractions. Visit our website to learn more.

About IBKR Trading Platforms

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled "Characteristics and Risks of Standardized Options" by visiting ibkr.com/occ.

Multiple leg strategies, including spreads, will incur multiple commission charges.

IBKR Mobile QR code for either Apple or Android

Scan to download the
IBKR GlobalTrader app.

IBKR Mobile QR code for either Apple or Android

Scan to download the
IBKR Mobile app.

IMPACT QR code for either Apple or Android

Scan to download the
IMPACT app.

Download
IBKR GlobalTrader

Apple App Store Google Play

Download
IBKR Mobile

Apple App Store Google Play

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at lower cost.
Advisor sitting with clients at a table

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at the lowest cost.

We recently introduced new features and services to help advisors on our platform.

  • DocuSign for ORG Accounts:
    Advisors will now be able to use DocuSign for semi-electronic ORG applications. Learn more about DocuSign.
  • Advisor Fee Invoicing Limits for New Clients:
    We enhanced our electronic invoicing processing, which is designed to assist advisors as they are adding new clients or migrating business to IBKR. This improved logic allows you to invoice new clients for a limited time after the accounts have been opened or funded based on the value of the client’s account at the time an invoice is submitted. Learn more about Invoicing Limits for New Clients.
  • Advisor Authorization Enhancement:
    Advisors can obtain specific authorization from a client to modify additional settings in the client account. Learn more about Advisor Authorizations.
  • Enhancements to Advisor Portfolio Trading Capabilities:
    Portal supports more complex trading items (rebalance/Tax Loss Harvesting/Portfolio View). Learn more about Advisor Portal's Trading Capabilities.
  • Form ADV Worksheet:
    We now provide US advisors with the ability to generate a report which is designed to assist registered advisors with filing their Form ADV. Learn more about the Form ADV Worksheet.
  • PortfolioAnalyst – Client Profiles:
    Advisors can now add Customer Profiles to Custom PortfolioAnalyst reports to assist with client information reviews and compliance obligations. Simply elect to add the "Profile" to Custom PortfolioAnaylst reports to include the following fields: Ages, Investment Objectives, Estimated Net Worth Annual Net Income, Investment Experience, and more. Learn more about PortfolioAnalyst Client Profiles.
  • Commentary Generator:
    This innovative tool leverages generative AI to automatically create reports for clients that summarize their latest portfolio performance and ticker-specific news. The Commentary Generator automatically compiles and summarizes the latest portfolio performance updates and ticker-specific news from industry-leading sources such as Benzinga, Traders' Insight, the Fed's Beige Book, and others. This feature is designed to streamline your workflow, saving you valuable time. Learn More about the Commentary Generator.

View Release Notes

Advisor Portal User Guide

EXPANDED OFFERING

PortfolioAnalyst

Chart Your Way to Financial Independence with PortfolioAnalyst

PortfolioAnalyst consolidates your financial accounts, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

consolidate track and analyze your complete financial performance.

Brokerage Accounts

Bank Accounts

Annuities

Student Loans

    Mortgages

    Credit Cards

    Auto Loans

    Other Assets or Liabilities

All IBKR clients have free access to PortfolioAnalyst. Simply log in to Portal and select the Performance & Reports > PortfolioAnalyst menu item to get started.

We recently introduced the following tools to PortfolioAnalyst:

Retirement Planner

Better understand your retirement outlook by creating a plan that considers your personal retirement preferences, current and future employment expectations, any potential additional monthly retirement income sources, your current monthly expenses, and general market performance assumptions. In addition, you can create multiple retirement plans for yourself and add life events to your planning assumptions.

Synopsis Text Editor Enhancements

Advisors and Brokers have access to an enhanced text editor when creating or editing Synopses.

To learn more about these tools, please log in to PortfolioAnalyst or view our product documentation.

Log In

Release Notes

Learn More

The projections or other information generated by PortfolioAnalyst regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

NEW PRODUCTS

It's Easier than ever to Find
Your Next Investment Opportunity

IBKR platforms make it easy to invest globally in stocks, options, futures, currencies, bonds, funds and more from a single unified platform. Our enhanced product and exchange search tool makes it easier than ever to explore the breadth of products available for trading on IBKR platforms.

Search Global Availability

Expanded Overnight Availability at IBKR

React immediately to market-moving news and trade over 10,000 US stocks, ETFs and US Equity Index options, plus the following recently added products, when it is convenient for you.

Bursa Malaysia Exchange

Bursa Malaysia is an Exchange holding company incorporated in 1976 and listed in 2005. It has grown to be one of the largest bourses in ASEAN. Today, Bursa Malaysia operates and regulates a multi-asset exchange, offering a comprehensive range of investment, capital raising, and exchange-related facilities. Interactive Brokers clients now have access to the following products on the Bursa Malaysia exchange:

  • Malaysian Ringgit (MYR)-denominated Equities and ETFs
  • Crude Palm Oil Futures (FCPO)
  • FTSE Bursa Malaysia KLCI Futures (FKLI)

Cboe Australia

Cboe Australia is a securities and derivatives exchange with a dedicated focus on customers and innovation. Cboe Australia delivers easy, cost-effective access to local and global investment opportunities. The following Cboe Australia product(s) are now available at IBKR:

  • Warrants listed on Cboe Australia

CME Group

As the world’s leading derivatives marketplace, CME Group is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products, and metals. The latest products available at IBKR include:

  • Tuesday/Thursday Weekly FOP on Crude Oil Futures (NL1-5, XL1-5)
  • Via CBOT: Weekly New Crop FOP on Corn (ZC: CN1-CN5)
  • Via CBOT: Weekly New Crop FOP on Soybeans (ZS: SN1-SN5)

Hong Kong Exchange (HKEX)

Hong Kong Exchanges and Clearing Limited (HKEX) is a publicly-traded company (HKEX Stock Code: 388) and one of the world’s leading global exchange groups, offering a range of equity, derivative, commodity, fixed income and other financial markets, products and services, including the London Metal Exchange. IBKR recently expanded access to products on the HKEX, including:

  • 85 ETFs for Northbound trading to Stock Connect
  • Futures Options
    • FOP on Hang Seng TECH Index Futures (PTE)
    • Hang Seng China Enterprises Index Futures Options (PHH)
    • Hang Seng Index Futures Options (PHS)

In addition, HKEX has received regulatory approval for the implementation of Severe Weather Trading ("SWT") in its securities and derivatives markets, including Stock Connect trading, derivatives holiday trading and after-hours trading session, from 23 Sep 2024.

Additional information is available on the HKEX website and in circular CT14824E.

MIAX

MIAX Sapphire, MIAX’s fourth US options exchange, provides access to a new market model and state-of-the-art trading floor (coming 2025) designed to enhance liquidity and promote improved price discovery. The new exchange leverages proprietary technology, and when combined with a physical trading floor, offers members a new tool to support the trading of large, complex orders.

  • Sapphire Options

Saudi Exchange

Interactive Brokers is the first international broker to offer foreign retail clients access to the Saudi Exchange. A landmark alliance between Interactive Brokers and Saudi National Bank Capital (SNB Capital) provides IBKR’s clients with seamless access to Saudi equities alongside global stocks, options, futures, currencies, bonds, funds and more from a single unified platform.

Singapore Exchange

As Asia’s most international, multi-asset exchange, SGX provides listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and over 80% of listed bonds originating outside of Singapore. SGX is the world's most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN. In foreign exchange, SGX is Asia's leading marketplace and most comprehensive service provider for global FX over the counter and futures participants. IBKR recently added the following SGX product(s):

  • SGX Bermudan Warrants
  • SGX Three Month Tokyo Overnight Average Rate Futures (TONA)

Search Global Availability

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the "Characteristics and Risks of Standardized Options". Before trading futures, please read the CFTC Risk Disclosure.

EXPANDED OFFERING

New Funds and Fund Families
Available at the Mutual Fund Marketplace

The Interactive Brokers Mutual Fund Marketplace provides clients from over 200 countries and territories with access to more than 43,000 funds from over 600 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.

Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 18,000 funds with no transaction fees and low, transparent commissions. Inside the US, commissions are the lesser of USD 14.95 or 3% of trade value, while fee funds outside the US are EUR 4.95 (or equivalent).

To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:

Global Fund Families
  • Ask Capital Management
  • COBAS Asset Management (LU)
  • Franklin Templeton Investment Management (AE)
  • HSBC Global Funds ICAV (IE)
  • HSBC Investment Funds SA (IE)
  • Mercer Global IM (IE)
  • Multiconcept (LU)
  • UBS (lrl) Fund plc
US Fund Families
  • 1919 Funds
  • Delaware Investments
  • Ironclad Funds
  • Ramirez Funds
  • SP Funds
  • X Squared Funds
Learn More
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Mutual Funds are investments that pool the funds of investors to purchase a range of securities to meet specified objectives, such as growth, income or both. Investors are reminded to consider the various objectives, fees, and other risks associated with investing in Mutual Funds. Please read the prospectus accordingly. This communication is not to be construed as a recommendation, solicitation or promotion of any specific fund or family of funds. Interactive Brokers may receive compensation from fund companies in connection with purchases and holdings of mutual fund shares. Such compensation is paid out of the funds' assets. However, IBKR does not solicit you to invest in specific funds and does not recommend specific funds or any other products to you. For additional information please view our Mutual Fund Product Listings.

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Additional News and Research
Providers Available on the IBKR Platform

Our clients enjoy access to dozens of free and premium market research and news providers. We recently added:

Acuity Logo

Acuity Trade iFrame
Acuity develops research tools that integrate news and technical analysis, fundamentals, and economic and corporate event data to provide a comprehensive view of market dynamics and identify opportunities.

Log In and Subscribe

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Option Research and Technology Services Logo

Option Research and Technology Services (ORATS)
Option Research and Technology Services (ORATS) provides institutional quality options data, tools, and APIs to hedge funds, enterprises, and retail traders. Powered by hundreds of proprietary indicators, our all-in-one options research platform enables traders to make smarter decisions driven by data. Our backtester, scanners, and analysis tools are seamlessly integrated with our accurate Greeks and implied volatilities to provide an elevated trading experience for investors.

The following services are available for free to IBKR clients:

  • Discovery Tool
  • Individual Tool

Visit Website

SignalStack Logo

SignalStack
SignalStack is a broker and platform agnostic order routing tool designed to empower traders to automate the execution of their pre-planned strategies on any asset using any trigger. Users can configure automations in a point-and-click way. For example: when the following market conditions are true, buy 100 shares of XYZ asset in your account.

To subscribe to SignalStack, log in to Portal, toggle to User Settings > select Research Subscriptions > select the Current Research Configuration Icon.

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Visit Website

Visit our website to learn more about the dozens of free and premium market research and news providers.

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IBKR does not recommend or endorse any products or services of the listed providers.

Smart Investors Never Stop Learning

Select the Research and Education menu in IBKR Mobile or visit ibkr.com/campus to learn more about current events, trading, financial markets and IBKR's trading tools.

Students at computers
Traders' Academy
Webinars
Traders' Insight
Podcasts
Quant
Student Trading Lab

Access free online courses that cover the concepts and tools of financial trading. Whether you're an active trader, investor, educator or student, we offer engaging lessons utilizing our award-winning trading tools. Read notes and quizzes to help reinforce each lesson.

Select a Course Title to learn more and register for the course:

Updated courses:

Visit Traders' Academy

Sign Up for Delivery to Inbox

Follow IBKR Campus on Google News

Watch, listen and learn about current market topics, IBKR tools and more by participating in free, live webinars or viewing recorded webinars.

Select a Webinar Title to learn more and participate:

  • Navigating, Scanning for, and All Things Calendar Spreads | September 10, 2024
    Presented by: Dmitry Pargamanik and Will McBride, Co-Founders, Market Chameleon
    Market Chameleon reviews calendar spreads, discusses risks, rewards and valuations, and presents how to scan for calendar spreads that traded in a specific stock.
  • An Introduction to Bursa Malaysia Derivatives and the Malaysian Derivatives Market | August 14, 2024
    Presented by: Alif Nurhaziq Abd Rahman, Investor Management, Bursa Malaysia Derivatives Berhad and Tee Guy Shaun, China Galaxy Securities
    The presenters review the Malaysian Derivatives Market and trading Malaysia, including an overview of the market and BMD futures, and provide examples of trading strategies.
  • Leveraging AI for Earnings | July 24, 2024
    Presented by: Giuseppe Sette, President & Co-founder, Toggle AI
    In this webinar, Toggle AI reviews how artificial intelligence (AI) and large language models (LLMs) can help us gauge the next EPS release.

See All Upcoming Webinars

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Follow IBKR Campus on Google News

Watch or read market commentary and analysis from nearly 100 industry pros, including both IBKR's Chief Strategist and Senior Analyst.

Featured Articles

Visit Traders' Insight

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Connect with Traders' Insight:

Stay up to date with financial and macroeconomic events by subscribing to the IBKR Podcast channel by Interactive Brokers. Audio market commentary draws upon an array of industry experts to get unique insight on a variety of topics and asset classes. Episodes include discussions with researchers, leading financial services companies and veterans from the financial field.

Featured Episodes

  • A Behind the Scenes Look at ForecastEx Events Contracts
    Interactive Brokers recently launched its event contracts platform in conjunction with ForecastEx LLC, a Chicago exchange specializing in making markets on economic data points. ForecastEx CEO David Downey explains the conception of the project and why he built it.
  • Stock Market Capitulation?
    Following the powerful rise of the Japanese yen and the shortfall in US payroll growth, the IBKR Podcast team dissects the global stock market’s panic sell-off in search of capitulation.
  • The Housing Market: Indicators and Impacts
    There are so many facts and figures that get mentioned when discussing the housing market, but what are the actual indicators? How does the housing market impact other sectors, markets, and the economy? Riley Adams, Founder and CEO of WealthUp joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

¡Nuevo! - IBKR Podcasts Español

Our Podcasts En Español channel is framed around content specific to the Latin American community. Episodes look to cover issues such as economics, trade, investment securities and more. This channel offers audio and transcripts in Spanish.

Visit IBKR Podcasts

Follow IBKR Campus on Google News

Subscribe: Apple | Spotify | YouTube | Audible | PodBean

The IBKR Quant Blog is a rich resource for enhancing your quant skills. Perfect for those new to computational finance or looking to refine their strategies using code-based examples from expert developers. And the IBKR Quant newsletter delivers the latest quantitative finance trends and strategies straight to your inbox.

Featured Articles

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Connect with IBKR Quant:

The Student Trading Lab is a free online resource for college and high school educators looking to blend finance, blockchain and/or computer science classwork with real-world trading experiences.

New Features

  • We added support for simulated trading on the Taiwan Stock Exchange.
  • Professors can now choose between two intuitive and easy ways to invite students to open a paper account. For details, see the User Guide.
  • The user experience in the Portal has been enhanced with additional research, education, and reporting features.

Learn About the Student Trading Lab

Open an Educator Account

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Connect with Student Trading Lab:

2024

IBKR Awards

Interactive Brokers was recognized for low costs, advanced trading technology and our global product offering during 2024.

Investing in the Web Logo

2024 Investing in the Web Global Broker Awards

Read the Full Article

StockBrokers.com Logo

2024 StockBrokers.com Review

  • #1 Bond Trading
  • #1 Day Trading
  • #1 ESG Investing
  • #1 Fractional Shares
  • #1 International Trading
  • #1 Investment Options
  • #1 Mobile Trading Apps
  • #1 Order Execution
  • #1 Platforms and Tools
  • #1 Platform Technology
  • #1 Professional Trading
  • #1 Sentiment Investing
  • Best in class: Beginners
  • Best in class: Commissions and Fees
  • Best in class: Education
  • Best in class: Futures Trading
  • Best in class: High Net Worth Investors
  • Best in class: IRA Accounts
  • Best in class: Options Trading
  • Best in class: Research
  • Best in class: Overall

Read the Full Article

Investopedia Awards Logo

2024 Investopedia Awards

  • Best for Advanced Traders
  • Best for International Trading
  • Best for Risk Management
  • Best for Generating Stock Trading Ideas
  • Best for Algorithmic Trading

Read the Full Article

Forexbroker Logo

2024 ForexBrokers.com Online Broker Review

  • 5 out of 5 stars Overall
  • #1 Professional Trading
  • #1 ESG Offering
  • #1 Institutional Clients
  • #1 Offering Investments
  • #1 Platform Technology
  • Best in class: Overall
  • Best in class: Algo Trading
  • Best in class: Commissions and Fees
  • Best in class: Crypto Trading
  • Best in class: Education
  • Best in class: Mobile Trading Apps
  • Best in class: Platforms and Tools
  • Best in class: Trust Score
  • Best in class: Research

Read the Full Article

Nerdwallet Logo

2024 Nerdwallet Online Broker Review

  • Best Online Broker for Advanced Traders

Read the Full Article

nerd wallet - 2024 The Ascent - A Motley Fool Service Award Logo

2024 The Ascent - A Motley Fool Service Review

  • Best Stock Broker for International Trading

Read the Full Article

View All Awards

Supporting documentation for any claims and statistical information will be provided upon request.

Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the "Characteristics and Risks of Standardized Options". Before trading futures, please read the CFTC Risk Disclosure.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.