The Accumulate/Distribute algo comprises features, order types, strategies and conditions designed to help you achieve the best price for your large volume orders without being noticed in the market.
Bracket orders are designed to help limit your loss and lock in a profit by "bracketing" an order with two opposite-side orders.
With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio, and put small cash balances to work quickly to maximize your returns!
The Strategy Builder makes it easy to build complex multi-leg options strategies. Used in conjunction with the Option Chains, you can create a host of common strategies with just one click.
Identify the values that are important to you, tag the practices you find objectionable and use the Impact Dashboard to ensure your investments align with your values.
The Exit Strategy window highlights your potential profits and losses graphically – green for profit, red for loss – and includes a view into the probability that each order will be filled.
Earn extra income on the fully-paid shares of stock held in your account.
Add as many layouts to TWS as you need. Each layout is available as a tab along the bottom of the TWS frame, and all layouts can be customized.
Craft your ideal client investment model in record time with professionally built, research-driven models.
Use our Bond Search tool to compare available yields from our vast universe of over 1 million bonds globally.
IBKR has one of the largest Mutual Fund Marketplaces, with funds from Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS, PIMCO and many others.
A real-time market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes around the globe.
Use the Rebalance Portfolio tool to redistribute the current position weighting in your portfolio.
Advisors can use Model Portfolios to easily invest some or all of a client's assets into one or multiple custom-created portfolios, rather than tediously managing individual investments in single instruments.
Access all the tools and features you need to monitor and manage your account. Easily see your essential account information, portfolio performance, notifications, and top news.
IBKR’s Securities Loan Borrow (SLB) system is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within our Client Portal account management platform.
Interactive Brokers offers a unique trade allocation tool that makes it simple for advisors to trade at the same price for multiple clients.
Environmental, social and governance (ESG) scores from Refinitiv give clients a new set of tools for making investment decisions based on more than just financial factors.
The FXTrader provides an optimized trading interface with IB-designed tools to trade the currency markets.
The Stock/ETF Benchmarker displays portfolio performance attribution values which update in real time throughout the day.
The Mutual Fund/ETF Replicator scans the market to find ETFs whose performance most closely parallels that of the fund or ETF you entered, and recommends the number of shares to buy to achieve that performance.
Spot positive and negative changes in investor attitudes with Social Market Analytics’ (SMA) patented social sentiment processing technology.
Split spread refers to any order priced within the spread between the bid and ask price. When filled, these orders yield significant price improvement.
Trader Workstation's SpreadTrader helps you quickly and easily manage futures spreads from a single screen.
The Index Arbitrage Meter illustrates the extent of the premium (or discount) of the lead month futures price above (or below) its fair future value with respect to the index price.
At 1/10 the size of one bitcoin, Micro Bitcoin futures (MBT) provide an efficient, cost-effective way to fine-tune bitcoin exposure and enhance your trading strategies.
This course covers the API basics and how you can use Excel together with TWS to manage your account and automate your trading.