Now trade popular cryptocurrencies in all of our trading platforms. Supported products include:
Eligible clients include IBLLC U.S. clients holding individual or joint accounts and Financial Advisors.
Note that all exchange and custody services in connection with trading and holding cryptocurrency tokens and other digital asset tokens through IBKR trading platforms are provided by Paxos Trust. Learn more.
Our improved Events Calendar makes it easy to stay on top of current and upcoming events for companies around the globe. Use filters to view only companies in your portfolio and Watchlists, limit the events display to specific types, like corporate actions, corporate events, economic events, Econoday events and more. Or, turn off filters and see more. Use the calendar widget to choose the view; see events for today, or view past and future events.
The enhanced version of the Events Calendar also includes:
The Events Calendar is a "source" for windows grouping (indicated by the colored chain link icon next to the search field in the upper right corner of the window). When you select an event, the related ticker symbol automatically populates linked Mosaic windows - including the Order Entry panel - to make it easy for you to trade immediately off an event.
To open the Events Calendar, use the New Window drop-down in Mosaic or the Analytical Tools menu in Classic.
Trading Central content has been added to Fundamentals Explorer, providing more technical analytics to help you better identify trading opportunities. To access Trading Central analytics, open Fundamentals Explorer and use the Analyst Ratings, Technical Insights and Value tabs.
Use the Analyst Ratings tab to access Trading Central Analyst Views. This offers a combination of senior analyst expertise plus automated algorithms.
Optimize your trading strategies through a combination of actionable technical analysis, educational guidance, and customizable alerts. Shows a Technical Events summary, with buttons to change the display to Short-Term, Intermediate-Term and Long-Term view of events.
Displays key investing metrics to offer a simplified view of a company's value. Provides a Value Summary with Value assessment and Value chart. Tells you whether a company is priced Near, Above, or Below Fair Value.
Financial Advisors can help clients realize tax benefits of capital loss using the Allocation Order Tool. Preview potential losses on stocks, and pre-allocate lots for all or multiple accounts to harvest these capital losses.
To use this feature, select an asset with an expected loss, for example a long or short position with negative unrealized P&L, or a long or short position that has an average price higher/lower than the expected price to liquidate the position. Open the Allocation Order tool to see the list of accounts invested in the asset.
Complete fields as shown below:
Remember to “Apply” Filters and Allocation details. Select accounts as desired, and click Set Allocation to save the order.
From the Orders panel in your Portfolio, modify as needed then transmit the order. Note that if the order does not fill completely or if you close only a portion of positions, we will apply lots that maximize your capital loss. Verify lot allocations the next trading day after the order fills in the Reports tab in Client Portal.
For more help harvesting capital losses using the Allocation Order Tool, see the TWS Users' Guide.
We have added many new Risk Measure columns to the Risk Navigator. Columns can be added to tables using the Metric menu. New columns are defined below:
|Long Gross Value||The current gross market value of the position
Position Size x Multiplier x Price for long positions
|Short Gross Value||The current gross market value of the position
Position Size x Multiplier x Price for short positions
|Gross Delta Dollars||Gross Delta Dollars is calculated using the formula:
absolute value of delta x underlying price.
|Long Gross Delta Dollars||Absolute value of delta x underlying price - for long positions|
|Short Gross Delta Dollars||Absolute value of delta x underlying price - for short positions|
|Beta Gross Delta Dollars||Contract gross beta x exposure|
|Long Gross Beta Delta Dollars||Contract gross beta x exposure - for long positions|
|Short Gross Beta Delta Dollars||Contract gross beta x exposure - for short positions|
Find out more about how to find and add these columns in the TWS Users' Guide.
As an IBKR client, you have the unique opportunity to trade products in 135 markets around the world. The Trade Worldwide news feed makes it easier for you to take advantage of this breadth of offerings, and discover new products that may complement your current investment strategy. Based on your current portfolio and trading habits, the Trade Worldwide feed presents a list of actionable, global, investments picked just for you. Click Related Tickers at the bottom of any news story to trade the product or add to your Watchlist.
To see Worldwide News, from News panel use the + to display the list of feeds, then select Trade Worldwide Feed.
The current beta version 10.11 includes: