News @ IBKR - Volume 18

IBKR Advantage

A New Way to Trade the Future

Chart asking question

IBKR EventTrader, our new web trading platform accessible at https://eventtrader.interactivebrokers.com, lets investors use event contracts to trade their knowledge or opinion on "yes or no" questions in key markets.

Event contracts give investors a new and straightforward way of participating in futures markets by letting you express your view on whether the price of key futures markets will move up or down by the end of each day's trading session.

Each contract is a short-term position good for only that trading day. Because event contracts are connected to real-world events, they give Interactive Brokers clients a new way of gaining exposure to equity index, energy, metals, and foreign currency futures markets without having to be invested directly in them. To trade, simply select "Yes" or "No" for a given event contract.

If an event contract expires "in the money" in reference to the underlying futures settlement price, the long position holder receives USD 20.00. Your max profit per contract is USD 20.00 minus the contract cost, fees, and commissions. Event contracts are priced from USD 0.25 to USD 19.75 per contract and are quoted in USD 0.25 increments.

Event contract commissions are just USD 0.10 per event contract trade.

Most clients of Interactive Brokers LLC, Interactive Brokers Australia Pty. Ltd., Interactive Brokers Hong Kong Limited and Interactive Brokers Singapore Pte. Ltd. can request to trade event contracts.

If you already are permissioned to trade Futures, you can log in to IBKR EventTrader and begin trading event contracts today.

If you do not have Futures trading permission but would like to begin trading, you can request Event Contracts trading permission by:

  • Logging in to Portal
  • Clicking User ("Head/Shoulders" icon) > Settings
  • Under Trading, click Trading Permissions
  • Select Event Contracts - Request
  • Click Request Permissions
  • Read/acknowledge Legal Documents/Disclosures
  • Click OK

If you would like to learn more about event contracts, please visit https://eventtrader.interactivebrokers.com or join our upcoming webinar on the topic.

IBKR Webinars
Trading CME Event Contracts at Interactive Brokers Using IBKR EventTrader Platform

Coming up: October 5, 2022 | 12:00 pm - EDT

Using key futures markets for Equity indexes, Metals, Energy and Currencies, CME Group recently launched limited-risk Event Contracts that offer a fixed payout depending on where futures contracts settle today by answering a Yes or No question. This webinar, in conjunction with CME Group, explains the nature of Event Contracts and how to access them on Interactive Brokers’ EventTrader platform.

Signup for Webinar

Request Event Contract Trading Permission

Learn More

Log In to IBKR EventTrader

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".

IBKR Advantage

IBKR Clients Earn Up to USD 2.58% on Uninvested Cash Balances

As an Interactive Brokers client, you are likely aware that client accounts receive credit interest on long-settled cash balances in their securities accounts. After recent increases in interest rates by the US Federal Reserve, Interactive Brokers now pays up to USD 2.58% on long-settled cash balances.1

Accounts with a Net Asset Value (NAV) of USD 100,000 (or equivalent) or more are paid interest at the full rate for which they are eligible. Accounts with NAV of less than USD 100,000 (or equivalent) receive interest at rates proportional to the size of the account.

For example, an account with a NAV of USD 50,000 earns credit interest at a rate equal to one-half the rate paid by IBKR to accounts with a NAV of USD 100,000 or more.

Interest accrues and is payable daily. IBKR posts the interest payments monthly on the third business day of the following month. IBKR uses a blended rate based on the tiers outlined on our website. The tiers on which interest rates are based are subject to change without prior notification.

For balances held in CHF, DKK, EUR or SEK, IBKR may apply an effective negative rate to long balances held. The negative rate applied to accounts holding these currencies is the same regardless of account size. For other currencies in which the benchmark rate plus the interest rate paid is less than zero, the interest paid is 0%.

View Rates

[1] Restrictions apply. For additional information on interest rates click here.

GlobalTrader App

NEW TOOL

Simple. Worldwide. Trading.

Options Trading Now Supported in IBKR GlobalTrader

IBKR GlobalTrader is a simple mobile trading application that lets investors trade stocks on over 90 stock markets from around the world and options on 30+ market centers around the world.

The app includes:

  • Fractional Shares: Trade with as little as USD 1, regardless of share price.
  • Swap: With a single tap, investors can buy the stocks they want and sell the ones they don't, at the same dollar amount.
  • Options Tools: The app includes Options Chain, Options Exercise Tool and a new Options Wizard that prompts you to answer a few questions then presents you with strategies to consider based on your expectations.
  • Free Educational Resources: Investors can continually learn more about markets, trading and investing.

As an Interactive Brokers client, you can download the app and log in using your existing credentials. Download IBKR GlobalTrader, show the app to your friends and start enjoying a simplified trading experience.

Learn More

Download on the App Store

Get it on Google Play

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.

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.

Likes and hearts floating from mobile phone

REMINDER

Global Influencers Wanted!

Interactive Brokers works with prominent online influencers to help ensure anyone interested in online investing is aware of Interactive Brokers' low costs, global product offering and advanced trading technology.

Our network currently includes sophisticated influencers from 14 countries who focus on topics such as technical and fundamental analysis, options trading, algo trading, cryptocurrency trading and long-term investing in stocks/ETFs.

However, we are always looking to expand our global footprint of influencers.

If you would like to know more about our influencer program or if there is an influencer you think we should know about, please send us a note at influencers@ibkr.com and include a link to the influencer's social media account. Please note that eligibility restrictions may apply.

Explore Influencers

Contact Us

IMPACT App

NEW TOOL

Sustainable Investing.
Simplified.

Use the IMPACT App to Find and Invest in Companies that Share your Values.

IMPACT is a patent pending mobile trading application designed to help investors align their investments with their values. The app's simple and intuitive design streamlines the sustainable investing process for any investor. Define your personal investment criteria from among 13 impact values, and then use IMPACT to score your portfolio and identify companies that are more aligned with your values.

IMPACT also includes a "Swap" feature that gives you the ability to swap positions in the same dollar amount from one security to another. With a tap, you can buy and sell securities simultaneously, based on the comparative impact scores of one company versus another.

IMPACT now includes Options Trading. Trade more than 30 global options markets with the Options Chain, Options Exercise Tool and a new Options Wizard that prompts you to answer a few questions and presents you with strategies to consider based on your expectations.

Additional features include:

  • Charitable Giving: IBKR GIVE lets US clients align their IMPACT values with non-profit organizations and make cash donations directly from the app. Using a comprehensive directory of US charities and non-profit organizations from GuideStar by Candid, GIVE lets clients easily donate to a charity matching their values, or search for a non-profit of their choice.

As an Interactive Brokers client, you can download the app and immediately log in using your existing credentials. Make an impact – download IMPACT, show the app to your friends and use the app to better align your portfolio with the kind of world you want to create!

Learn More

Download on the App Store

Get it on Google Play

The IMPACT application is a product of Interactive Brokers ("IBKR") that allows clients to generate analysis of their IBKR brokerage accounts using environmental, social, and governance ("ESG") data provided by unaffiliated third-party data providers along with proprietary in-house algorithms and trade and account data contained in IBKR's systems. For more information, please see the "Interactive Brokers Disclosure regarding Use of IMPACT Dashboard and IMPACT App."

The projections or other information generated by IMPACT app 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.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.

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.

New Forum

Optimize Lot Matching
to Benefit at Tax Time

Optimize your capital gains and losses for tax reporting with the built-in Tax Optimizer tool. The system default First-In, First-Out (FIFO) lot matching method may not yield the best capital gain/loss results for all trades. The Tax Optimizer lets you try out different lot matching methods to change your trades' cost basis. Compare the resulting P&Ls, which are segmented by long-term and short-term gain or loss, then submit your ideal lot matching scenario for tax reporting. And all without ever having to leave your trading platform.

You can apply a new matching method across all closing trades or use different methods for closing trades individually to create the optimal capital gain/loss reporting scenario.

Tax Optimizer can be accessed from Trader Workstation (TWS), Portal and IBKR Mobile. Tax Optimizer is not available to Canadian or Interactive Advisors clients.

Learn More

The projections or other information generated by Tax Optimizer 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.

IRS Circular 230 Notice: The data provided through the Tax Optimizer tool is for information purposes only, and is not intended to constitute tax advice which may be relied upon to avoid penalties under any federal, state, local or other tax statutes or regulations, and does not resolve any tax issues in your favor.

IBKR Trading Platform

New Tools

New Features Added to IBKR Trading Platforms

We recently added functionality to Trader Workstation (TWS) and Portal to deliver a powerful and seamless trading experience across our platforms, whether you are trading from your desktop or on-the-go.

IBKR Mobile
  • Explore page scanners for new users.
Portal
  • Performance Profile is now available in the Strategy Builder.
  • Added EU Cost and Charges Preview.
  • The menu command Recurring Investments has been moved to the Trade menu.
Trader Workstation (TWS)
  • EU Stocks now support Outside RTH on/off switch: Clients trading EU stocks can now choose to either have their smart-routed stock orders executed only during regular trading hours or outside of regular hours using the Fill Outside RTH toggle. This feature was previously available for US stocks only.
IBKR GlobalTrader and IMPACT
  • Options Wizard and DIY Option Chains: Interested in trading options but not sure where to start? Use the Options Wizard! Enter your outlook on the future of the underlying's price movement and the wizard presents some standard strategies that you can filter by aggressiveness, Probability of Profit, Max Gain and more. If you prefer to set up strategies on your own, use the Option Chain to select an option or create a multi-leg options strategy.1
  • Explore the Markets for Stocks: Scan the markets from the Explore page to find interesting stocks to trade! Tap Explore from the menu, then scan for stocks using scanners like Top Movers and IPOs, other criteria like Small or Mid Cap, regions like US or Europe or Asia and industries like Energy, Financial, Technology and more! New to investing? Access the Quick Guide at the top of the Explore page for help.

Visit the Release Notes section of the Documentation page to find out more about recent enhancements.

ABOUT IBKR TRADING PLATFORMS

Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options".

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

 

EXPANDED OFFERING

PortfolioAnalyst

The New Standard for Portfolio Management Software and Account Aggregation

PortfolioAnalyst offers multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns,1 and powerful on-the-go analytics. Whether you are new to trading, an advanced investor, or a financial advisor, PortfolioAnalyst is free to use.

PortfolioAnalyst consolidates, tracks, and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state and plan for the future.

IBKR clients enjoy free access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Portal to access PortfolioAnalyst.

We recently made the following enhancements to PortfolioAnalyst:

  • Account level performance with long/short breakout is now supported with our Time Period and Cumulative Performance Statistics reports. This breakout is supported for custom reports only. Please note that when selecting Time Period and/or Cumulative Performance Statistics you will be asked to include the Long and Short Breakout on the next page.
  • Link your crypto accounts with PortfolioAnalyst. Supported connections include Coinbase, Kraken and Gemini.
  • Real-Time data is now available for both external accounts and IBKR positions.
  • PortfolioAnalyst is now available for paper accounts so that those looking to test a strategy can better understand the impact of the strategy on their complete financial portfolio.

Log In

Learn More

[1] PortfolioAnalyst was verified as calculating Time-Weighted Returns and Money-Weighted Returns in accordance with the Global Investment Performance Standards (GIPS®) calculation methodologies. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.

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.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

EXPANDED OFFERING

New Funds and Fund Families Available at the Mutual Funds Marketplace

The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 45,700 funds from over 535 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 17,000 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
  • Generali Investments (LU)
US Fund Families
  • Heartland Advisors
  • Kennedy Capital Management Funds
  • MDP Funds
  • Moerus Funds
  • Regan Capital Funds
  • RESQ Funds

Learn More

Launch Mutual Fund Search Tool

Bond Scanner

EXPANDED OFFERING

Find Your Next Opportunity at the Bonds Marketplace

Search for the best yields from a vast universe of bonds from issuers in the Americas, Europe, and Asia in our Bonds Marketplace. IBKR provides direct market access at a low cost to a wide array of corporate, government and municipal securities. Our clients have access to the best bids and offers with low, transparent commissions and no hidden mark-ups.

Browse availability with our Bond Search Tool and:

  • Use filters like Maturity Date to find and invest in companies that suit your strategy. Plot results based on Yield to Worst and Duration to dive deep and compare issuers.
  • Easily place orders by copying your results into a watchlist or exporting your list.
  • Save your scan and run it again at any time if you need to find other similar bonds.

41,000+

Global Corporate Bonds

21,000+

US CDs

1,400+

US Treasuries

1,000,000+

US Municipal Bonds

3,000+

Non-US Sovereign Bonds

Learn More

Launch Bond Search Tool

EXPANDED OFFERING

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:

News
Benzinga Logo

Benzinga provides a real-time browser-based newsfeed with pre/post market earning reports and ratings coverage gathered from hundreds of research firms. The Cryptocurrency Newswire allows access to headlines & articles that cover cryptocurrency content, major coins, blockchain ETF coverage and daily pricing updates.

Benzinga Cryptocurrency Newswire is a complimentary service.

Visit Website

The Tie Logo

TheTie Crypto Newsfeed Includes cryptocurrency-related news coverage from all major crypto-native, finance, and mainstream publications. All news is tagged and categorized by individual cryptocurrency.

TheTie Crypto Newsfeed is a complimentary service.

Visit Website

Yuan Talks Logo

Yuan Talks provides in-depth, original & data-driven stories daily, focusing on the Chinese economy and financial markets. The preview service provides the first paragraph of the actual news reports, giving clients insight into the regular reports.

Yuan Talks Preview Service is a complimentary service.

Visit Website

Research
Astris Corporate Research Logo

Astris Corporate Research offers a 30-page deep-dive initiation coverage report that includes quant and ESG analysis, followed by quarterly results update reports. Astris conducts equity research for Japanese products in both Japanese and English.

Astris Corporate Research initiation coverage report is a complimentary service.

Visit Website

Augment Wealth Logo

Augment Wealth Daily Radar and Rotation visualizes and analyzes market moves across different periods to see how various asset classes have performed.

Augment Wealth Daily Radar initiation coverage report is a complimentary service.

Visit Website

The Billionaire's Portfolio Logo

The Billionaire's Portfolio gives you access to a 20-stock portfolio of billionaire-owned stocks and provides a gameplan for each stock: The Thesis, Entries, Exits, Updates. All curated by a 25-year hedge fund veteran and Forbes contributor.

The Billionaire Portfolio's Pro Perspectives is a complimentary service.

Visit Website

MarketGrader Logo

MarketGrader rates 40,000 companies across more than 100 global markets daily. The firm's growth-at-a-reasonable-price (GARP) methodology is designed to help investors find the world's best growth compounders without overpaying for their shares. Every MarketGrader report provides a clear analysis of a company's fundamentals across four key areas: Growth, Value, Profitability, and Cash Flow, and summarizes their view on the stock with a clear 'Buy,' 'Hold,' or 'Sell' rating. The report also shows where any company ranks against its regional peers and gives a Sentiment score to help identify optimal entry and exit points.

MarketGrader Executive Summaries is a complimentary service. Premium services are available for subscription.

To subscribe to MarketGrader, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

Morningstar Logo

Morningstar Advisor Research Package offers concise analysis and insights into equities that translate easily into valued advice to the end client.

Morningstar Analyst Insights include Morningstar select morning notes, industry focus, Morningstar stock strategists, sector reports, quarterly outlooks and weekly highlights.

The Managed Investment Report includes analyst commentary featuring in-depth analysis, including the Analyst View, Analyst Note, and the five pillars: Process, People, Parent, Performance, Price, and ESG Commitment Level (where applicable).

These are complimentary services.

Visit Website

stockcalc Logo

Each night, stockcalc values 9000 stocks, 2000 ETFs and 150 industries and generates detailed valuation reports to explain the process. They calculate what a stock is worth today and its expected value over the next 12 months so both short-term and long-term investors can use the analysis.

Access to stockcalc Research Preview is complimentary. stockcalc Research – Commercial and stockcalc Research – Retail is available for subscription.

To subscribe to stockcalc, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

Toggle Wealth Logo

TOGGLE AI monitors billions of data points across valuations, momentum, and economic growth. Using the power of machine learning, TOGGLE's AI distills this vast ocean of data into actionable insights on more than 30,000 assets. TOGGLE covers all asset classes, including global equities, currencies, crypto, futures, commodities, and fixed income.

TOGGLE AI's complementary newsfeed is available in English, Japanese, Korean and Portuguese.

Additional services are available for subscription.

To subscribe to TOGGLE AI, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

Third-party Tools
The Billionaire's Portfolio Logo

The Billionaire's Portfolio gives you access to a 20-stock portfolio of billionaire-owned stocks and provides a gameplan for each stock: The Thesis, Entries, Exits, Updates. All curated by a 25-year hedge fund veteran and Forbes contributor.

To subscribe to The Billionaire's Portfolio, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

stockcalc Logo

Each night, stockcalc values 9000 stocks, 2000 ETFs and 150 industries and generates detailed valuation reports to explain the process. They calculate what a stock is worth today and its expected value over the next 12 months so both short-term and long-term investors can use the analysis.

Access to stockcalc Research Preview is complimentary. stockcalc Research – Commercial and stockcalc Research – Retail is available for subscription.

To subscribe to stockcalc, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

Yuan Talks Logo

Yuan Talks provides in-depth, original & data-driven stories daily, focusing on the Chinese economy and financial markets. The preview service provides the first paragraph of the actual news reports, giving clients insight into the regular reports.

Yuan Talks Preview Service is a complimentary service.

To subscribe to Yuan Talks, log in to Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.

Subscribe

Visit Website

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

NEW PRODUCTS

New Products Available on the IBKR Platform

Futures, Options & Futures Options
CME
Montreal Exchange
EUREX
Singapore Exchange (SGX)

View Product Listings

LinkedIn Logo

New Forum

Interactive Brokers for Advisors on LinkedIn

We invite our Registered Investment Advisor clients to join Interactive Brokers for Advisors, our LinkedIn group for IBKR advisor clients.

The group serves as an interactive forum for learning how to grow your business on the IBKR platform. Engage in discussion with our team of dedicated professionals and use the group to learn more about how IBKR helps advisors create competitive advantage, efficiently manage their business, and serve clients at low cost.

  • Are You Maximizing Your Brand Across the Interactive Brokers Platform?
    You can apply your firm's distinctive branding and company information to Interactive Brokers' client-facing software and documentation, including Trader Workstation, Portal, PortfolioAnalyst, Statements and more.
  • Are Your Clients Asking About Bonds?
    While the Fed and most other central banks are increasing interest rates, the Central Bank of China recently cut its interest rate. In a dynamic and volatile market, many advisors tell us they need greater choice and flexibility when determining whether to increase client portfolio allocations to bonds.
  • ADVISOR TIP: Are You Using IBKR'S Free, Integrated CRM System?
    Did you know that Advisor Portal includes a comprehensive CRM system? Unlike third-party CRMs, IBKR'S is fully integrated with our other account management functions, as well as trading, portfolio management, custody, research, and analytics.

Join the conversation today!

Join the group

Smart Investors
Never Stop Learning

Click the Research and Education menu in IBKR Mobile or visit our website to learn more about current events, trading, financial markets and IBKR's trading tools.

Students at computers
Traders' Academy Logo
Traders' Academy

Learn about trading, financial markets and IBKR's trading tools. Improve your understanding of markets and stay on top of current events.

Featured Courses

Visit Traders' Academy

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IBKR Webinars
IBKR Webinars

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

Featured Webinars

  • Innovative Ways of Decarbonizing the World: How Creating a Circular Economy Can Help Achieve Climate Change Goals September 27, 2022
    Although many countries have announced that they expect to achieve carbon neutrality between 2045 and 2060, getting there would require significant innovation and investment. But exciting new technologies now offer hope. WisdomTree will join IBKR to discuss how creating a "circular economy" can help achieve this.
  • Investing in Infrastructure September 29, 2022
    This webinar dives into Infrastructure as an alternative asset class that can provide a defensive exposure in times of inflation. Contributed by BMO Global Asset Management.
  • Maneuvering Market Volatility with Leveraged and Inverse ETPs October 4, 2022
    Do you ever feel like Option Traders speak a completely different language? In some instances, it's because they do. Let us help you to understand the Language of Options. Join us for a live webinar led by Mat Cashman, a former market maker and current OIC instructor, as he presents "The Language of Options."

See All Upcoming Webinars

Sign Up for Delivery to Inbox

Traders' Insight
Traders' Insight

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

Featured Articles

  • Chart Advisor: Health Care Rebounds Contributor: Investopedia
    Health care stocks led a broad rally today as the major averages appear to have found a floor following the August selloff. We discussed the potential top in the Large Cap Health Care Sector SPDR (XLV) last week. For now, buyers are still defending the lower bounds.
  • The Magic of 3900 Contributor: Steve Sosnick, Interactive Brokers
    Markets typically gravitate towards round numbers. I'm not sure exactly why, but I suspect the reason is buried somewhere in our psyches. They're easy to understand and make simple milestones. That is why I was somewhat perplexed about how the 3,900 level of the S&P 500 Index (SPX) is proving to be a more critical level of support than the more obvious 4,000 level. That raises the question – why find support there?
  • Good News Contributor: Toggle AI
    Growth is improving this month, and inflation is cooling off. Add a positive TLI and oversold markets, and it sounds like a good entry point to buy the dip.

Visit Traders' Insight

Sign Up for Delivery to Inbox

Connect with Traders' Insight:
Traders' Insight Radio Podcasts
IBKR Podcasts

IBKR Podcasts is a series that interviews thought leaders from across the financial services industry.

Featured Episodes

  • Beyond Consumers' Cumulative Misery
    Neil Azous of Rareview Capital explains the inevitable reality of how bond market participants price in interest rate cuts even before the Fed's tough love for the market is done.
  • US Retail: Mining for Gold Amid Abandoned Malls
    US Global Investors' CEO and CIO Frank Holmes joins IBKR's Senior Market Analyst Steven Levine to discuss the health of the U.S. retail sector, amid rising inflation, higher interest rates, sour consumer sentiment, and an overall global economic slowdown. What are the catalysts behind the growing bifurcation in the retail industry? What can parking lots say about the prospects for certain stocks? And will brick and mortar stores ever stage a resurgence? Find out in this insightful and engaging conversation!
  • Collateralized Loan Obligations (CLOs) – More Math, More Models, More Mayhem?
    Join us for a discussion with John Kerschner, Head of US Securitized Products at Janus Henderson, about how collateralized loan obligations (CLOs) differ in dramatic ways from collateralized debt obligations (CDOs), which many blame for igniting the Great Recession of 2007-09 – despite having related structures and a certain reliance on quantitative risk models.

Visit IBKR Podcasts

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IBKR Quant
IBKR Quant

A blog for quantitative professionals with an interest in programming, deep learning, API, AI, Blockchain and other transformative technologies influencing modern markets.

Featured Articles

  • From Back Test to Paper Trading Contributor: Jogi Narain, Chief Technology Officer, Atreyu Trading Services
    In this article, we look at the steps in developing a simple strategy and back testing it with historical data from IBKR. We then modify it to Paper Trader in the TWS frontend.
  • Multiscale Analysis and Volatility Asymmetry of Cryptocurrency Prices Contributor: Tim Leung, Director, Computational Finance and Risk Management (CFRM) Program, University of Washington
    Empirical studies and market observations suggest that asset prices are driven by multiscale factors, ranging from long-term market regimes to rapid fluctuations. Embedded with different timescales, many financial time series often exhibit nonstationary behaviors with trends and timevarying volatilities. These characteristics can hardly be captured by linear models and call for an adaptive and nonlinear approach for analysis.
  • Pairs Trading Basics: Correlation, Cointegration And Strategy – Part I Contributor: Chainika Thakar, QuantInsti
    A pairs trading strategy is one of the most popular strategies when it comes to finding trading opportunities between the two stocks that are co-integrated.

    How do the stocks co-integrate? How to take advantage of their co-integration with a pairs trading strategy? This blog discusses it all.

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Student Trading Lab
Student Trading Lab

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

New Features

  • Simulated trading on global markets.
  • Virtual trading of Bitcoin, Bitcoin Cash, Ethereum & Litecoin cryptocurrencies.
  • The GlobalTrader app offers students a simple worldwide paper trading experience.
  • PortfolioAnalyst is now available for paper accounts so that those looking to test a strategy can better understand the impact of the strategy on their complete financial portfolio.

Learn About the Student Trading Lab

Email me an Invite

Connect with Student Trading Lab:

IBKR AWARDS 2022

IBKR Takes Top Spot in Multiple Broker Evaluations

During 2022, Interactive Brokers has remained in a familiar spot by being recognized for its low costs, breadth of product offering and advanced trading technology.

For the 5th year in a row, Barron's named Interactive Brokers as #1 – Best Online Broker

  • 5 out of 5 stars Overall
  • Best Broker for International Trading
  • Best Online Broker for Advanced Traders

Read the Full Article

Investopedia Online Broker Awards 2022

  • 4.6 out of 5 stars Overall
  • Best Broker for International Trading
  • Best Online Broker for Advanced Traders

Read the Full Article

2022 StockBrokers.com Review

  • #1 for Professional Tools
  • #1 for Futures Trading
  • #1 for Offering of Investments
  • #1 International Trading
  • 5 out of 5 stars Offering of Investments
  • 5 out of 5 stars Research

Read the Full Article

2022 ForexBrokers.com Online Broker Review

  • #1 Offering of Investments
  • #1 Innovation
  • #1 Institutional Clients
  • 5 out of 5 stars Overall
  • 5 out of 5 stars Commissions & Fees
  • 5 out of 5 stars Offering of Investments

Read the Full Article

2022 BrokerChooser Best Online Brokers

Interactive Brokers was recognized by BrokerChooser as:

  • Best Online Broker – 2022
  • Best Broker for Day Trading – 2022
  • Best Broker for Investing – 2022

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.