Interactive Brokers | NEWs @ IBKR Vol. 25

About IBKR Trading Platforms

Any discussion or mention of an ETF is not to be construed as a recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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 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:

Municipal Disclosures are now available in TWS.
We added a View Lots feature that allows you to manage your stock, options, bond, warrant and single-stock future gains and losses for tax purposes. The View Lots feature is available by right-clicking on an asset in your Portfolio or Watchlist.

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:

AI News Summaries¹
Use generative AI to quickly summarize the key points of news published by select providers, saving you time and allowing you to quickly react to changing market conditions.
Option Chains
List all options available for a specific security. Option Chains typically list all put and call option strike prices for a given maturity date, plus additional screeners tailored for options traders.
Option Screeners
We added a new Options tab to IBKR Desktop. This tab provides access to various pre-defined underlying screeners tailored for options traders, including a Complex Orders & Trades screener for reviewing volumes by Option Strategies.
Custom Strikes
You can input a custom strike amount on the Option Chain.
Volume Candles
An innovative way to visualize market activity by displaying price movements relative to traded volume.
Symbol Comparison
Add multiple assets to the same chart to analyze relative performance, correlation and trend patterns.

Hot News
The Hot News feed now includes articles that AI has tagged as important using categories such as "Management Changes" and "Earnings Report", among others.
Chart Indicators
New indicators include Pivot Points Standard, Volume Profile Fixed Range, Volume Profile Visible Range, 52 Week High/Low, Accelerator Oscillator, Correlation Coefficient, Guppy Multiple Moving Average, Ratio, Spread and True Strength Index.
Create Alerts
The Quote panel now provides access to a Recently Searched Contracts list and a clock icon that can be used to create alerts.
Support for Overnight Trading for US Equities (Stocks & ETFs).
Skip order confirmation pop-ups when submitting a trade.
Customizable date ranges on the Chart panel.
Navigation improvements.

IBKR Mobile

Used by experienced traders who need the power to trade stocks, options, futures, currencies, bonds, and more across more than 150 markets worldwide on the go. 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:

AI News Summaries¹
Use generative AI to quickly summarize the key points of news published by select providers, saving you time and allowing you to quickly react to changing market conditions.

Hot News
The Hot News feed now includes articles that AI has tagged as important using categories such as "Management Changes" and "Earnings Report", among others.

Trades v2

Trade history was extended from 7 days to 30 days
New sorting and filtering options
Trades are now grouped by originating order
Aggregate Realized P&L is displayed for trades on a daily basis and for a user’s entire selected time period.
View chart time period by exchange time zone.
Users can configure push notifications for when an order fills and the app is closed or running in the background.

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:

AI News Summaries¹
Use generative AI to quickly summarize the key points of news published by select providers, saving you time and allowing you to quickly react to changing market conditions.
Hot News
The Hot News feed now includes articles that AI has tagged as important using categories such as "Management Changes" and "Earnings Report", among others.

IBKR GlobalTrader and IMPACT by Interactive Brokers

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.

[1] AI News Summaries are available to clients of our IB affiliates in Canada, the UK, Europe, Australia, Hong Kong, Japan and Singapore.

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.

Scan to download the
IBKR Mobile app.

IMPACT QR code for either Apple or Android

Scan to download the
IMPACT app.

Download
IBKR GlobalTrader

Download
IBKR Mobile

Download
IMPACT

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.

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.

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

Stay On Track with Advisor Portal Trading Tools

Image showing e-signature on multiple documents

Advisor Portal now includes an Allocation Order Tool that helps you quickly deploy assets, keep your investment strategies aligned, diversify your client portfolios and efficiently trade directly in Advisor Portal. The Allocation Order Tool supports account-by-account allocations or use of allocation algorithms.

The Rebalance tool lets you adjust multiple positions across multiple accounts using target allocation percentages, helping you redistribute the current position weighting in your portfolio. Specify a new "Target Percentage" for your positions and Advisor Portal automatically creates orders that, when submitted, will attempt to execute trades to keep your portfolio in line with your investment strategy.

Our Multi-stock Tax Loss Harvesting tool lets advisors scan client accounts for losses that can be harvested for tax purposes by selling the loss-making position or swapping it with another security.

Model Portfolios lets you manage a group of positions as a single unit by defining the target allocation percentages for each position. Clients will be invested in / divested from a model and each client’s investments will track the model target allocations.

Portfolio View provides an overview of client account performance, giving advisors the ability to drill down by individual positions or accounts. Advisors can choose to view values in the native currency of the security or account, or in their own master base currency.

Advisor Fees: Period-End Invoice Options

We introduced Month End Balance and Quarter End Balance invoicing options to our Electronic Invoice system. These invoicing options allow advisors to invoice clients with limits calculated based on the ending value of the previous period. These options are being introduced to address two main billing needs:

Billing in advance: The new methods are based on the ending value of the previous period, which many advisors use as the basis for billing in advance.
Ending value arrears calculation: Many advisors bill in arrears, but based on the ending values of a portfolio, not the daily calculation which is our standard method.

The following formula is used to determine the invoicing limit amount using the new Period End Invoicing method:

Use the ending equity from the last day from the previous period (month/quarter).
Multiply that ending equity by the configured percentage rate.
Divide that by the number of periods (months/quarters) in the year.

This is in addition to the current percentage invoice calculation method, which remains available and is based on a daily calculation from the previous period and sums the results. At the end of the period, the amount summed is what your limit will be.

To configure this new method, select the "Monthly (on month end balance)" or “Quarterly (on quarter end balance)” in the Applied field on the fee configuration screen.

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.

If you have an individual, joint or trust account with IBKR, you can now access a Budgeting tool from PortfolioAnalyst. The Budgeting tool allows you to create annual and monthly budgets that use transaction data from your brokerage, bank and credit card accounts to track and categorize spending.

The tool includes:

Budget Overview, which shows your budget in both a table and chart format.
Spending Insight, which shows your current spending by category and sub-category, as well as upcoming transactions.
Life Events, which shows your progress towards any Life Events you have added to the budgeting table.

Net Worth, which shows a historical view of your net worth and the account types, with net asset value (NAV), that make up your net worth.
Transaction Monitor, which allows you to monitor, add, edit, mark as recurring and exclude transactions.

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

User Guide

Release Notes

Search Global Availability

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.

Join our upcoming PortfolioAnalyst Webinar

Retire Confidently Using Financial Planning Tools

Join us for an engaging webinar that will transform how you manage your finances and plan for the future. In this comprehensive session, we'll showcase our powerful trio of planning tools designed to give you complete control over your financial journey.

Discover how to:

Fine-tune your investment strategy with Allocation Goals - Set and monitor your portfolio's asset allocation targets with precision, ensuring your investments align with your financial objectives
Navigate your path to retirement confidently using our Retirement Planner - Get personalized insights based on your unique circumstances and preferences
Take control of your spending with our intuitive Budgeting tool - Track expenses, create custom budgets, and gain valuable insights into your spending patterns

Whether you're an experienced investor or just starting your financial planning journey, this webinar will equip you with the knowledge and tools needed to make informed decisions about your financial future. Our interactive session will include live demonstrations and practical examples to help you maximize the potential of these powerful planning tools.

Date: January 14, 2025 | Time: 4:30 PM ET | Duration: 45 Minutes

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.

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:

Henry Hub Natural Gas Weekly Futures (HHW)
Bloomberg Credit Index Futures (DHB/HYB/IQB)
E-Mini Communication Services Select Sector Futures (XAZ)
Micro Nikkei Futures (MNK: USD, MNI: JPY)

iShares by BlackRock

With more than twenty years of experience, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock. The latest products available at IBKR include:

Options on iShares Bitcoin Trust ETF

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:

Weekly stock options on the following 10 selected single stock option classes:
- HSBC Holdings Plc.
- Hong Kong Exchanges and Clearing Limited
- Tencent Holdings Limited
- Kuaishou Technology
- BYD Company Limited
- Ping An Insurance (Group) Company of China, Ltd.
- Meituan
- JD.com, Inc.
- Baidu, Inc.
- Alibaba Group Holdings Ltd.

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

Allianz Global Inv (AE)
ANDBANK SGIIC (ES)
Artemis Fund Managers Limited (GB)
AXA Investment Managers UK LTD (GB)
Cape Wrath Capital Ltd. (GB)
JP Morgan Funds Ltd. (GB)
SURA AM (GB)
Waystone Management Company Ltd. (IE)

US Fund Families

New Age Alpha Trust

Launch Mutual Fund Search Tool

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.

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.

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.

Updated IBKR Courses:

Updated CME Courses:

Visit Traders' Academy

See All Upcoming Webinars

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:

Post US Election Asset Opportunities | December 18, 2024
Yi Wang, MD, Head of Quantitative Investment, CSOP Asset Management, discusses US rates strategy, US election implications for Asia, possible geopolitical risks and the impact of China stimulus post NPC press conference.
Analyzing Single-Leg Trade Volume | December 10, 2024
Market Chameleon discusses how to isolate single leg trade volume and analyze the volume from various perspectives for trading insights.
Year-End Tax Planning For Traders | November 7, 2024
Robert Green, CPA of GreenTraderTax.com, and Darren Neuschwander, CPA of Green, Neuschwander & Manning, LLC, review year-end tax planning for traders.

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

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

Cracking the Code: Backtesting Insights for Options Investors | December 3, 2024
Andrew Wilkinson, Director of Trading Education at Interactive Brokers, dives into the world of back testing with Matt Amberson, Principal at ORATS, to uncover how data-driven insights can optimize options trading strategies. Learn how back testing helps investors navigate uncertainty, refine entry and exit points, and predict future performance with greater confidence.
China's Turning Point: Inside the Stimulus Plan | November 20, 2024
This podcast episode features Andrew Wilkinson and Dr. Xiaolin Chen, Head of International at KraneShares, who discuss the recent government stimulus in China and its implications for the economy. Dr. Chen highlights the significance of the timing of the stimulus, suggesting that it aligns with the Federal Reserve’s actions, allowing the People’s Bank of China to synchronize its interest rate policies with the U.S.
After the Ballot: Market Trends and Federal Moves | November 15, 2024
Explore the post-election market shifts as Bitcoin hits record highs, bond yields climb, and the Fed adjusts its strategy. Join Andrew Wilkinson and Steve Sosnick for expert insights into the forces driving today’s financial landscape.
Pasión y Potencial de los ETFs Globales para las carteras de los gestores y para los clientes | December 4, 2024
April Reppy Suydam, Head of Latin American Distribution for First Trust Portfolios, joins Judith Casasampere to discuss the different types of ETFs for multiple types of investors, from index ETFs to sector ETFs, from US to UCIT.

Visit IBKR Podcasts

Learn About the Student Trading Lab

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.

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.

Open an Educator Account

Connect with Student Trading Lab:

Mobile Phones with 2024 Calendar App on screens

New Products

2025 Trading Calendar

The International Trading Calendar Holiday and Expirations HTML App displays exchange holidays and contract expiration dates for the major exchanges and products around the world.

Use the HTML Calendar App on your desktop, laptop, tablet or mobile device.

View the Calendar App

NEW PRODUCTS

2024 Tax Planning and Tax Form Availability

Please visit our website for information on tax form availability for tax year 2024.¹ Once available (early 2025), you can download important documents by logging in to Portal and visiting the Performance & Reports > Tax Documents menu for copies of your tax forms, donation receipts and dividend tax vouchers.

2024 Tax Planning

[1] Information is offered as a courtesy; clients are advised to seek professional guidance.

2024

An Award-Winning Year!

During 2024, Interactive Brokers was recognized around the world for low costs, breadth of product and advanced trading technology.

2024 Preqin Awards

Featured as a Top Prime Broker

2024 BrokerChooser Best Online Brokers

Best Stock Broker - 2024
Best Broker for Day Trading - 2024
Best Broker for Investing - 2024
Best Broker for Margin Trading
#1 - Best Online Broker and Trading Platform in Singapore: Read More
#1 - Best Online Broker and Trading Platform in Germany: Read More
#1 - Best Online Broker and Trading Platform in the United Kingdom: Read More
#1 - Best Online Broker and Trading Platform in Canada: Read More
#1 - Best Online Broker and Trading Platform in Australia: Read More
#1 - Best Online Broker and Trading Platform in India: Read More
#1 for Best Broker for ESG Investing: Read More

2024 Investing in the Web Global Broker Awards

Best Broker Overall
Best Broker for Options: Read More
Best Broker for Bonds: Read More
Best Broker for Corporate Accounts: Read More
Best ESG and Impact Investing App (for IMPACT, by IBKR): Read More
Best Broker for LLCs: Read More
Best European Trading App: Read More
Best European Trading Platform: Read More
Best Trading Platform in the UAE: Read More

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

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

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

2024 Nerdwallet Online Broker Review

Best Online Broker for Advanced Traders

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