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Andrew joined Interactive Brokers in 2007 and is responsible for IB's education offering. He also serves as IB's chief market analyst and previously spent a decade trading fixed income products and derivatives. Andrew has an MBA in Finance from Rollins College, FL.

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Practical Usage – Neutral Market – Short Strangle

Parent Course: Neutral Option Market Strategies

Create a short strangle in Trader Workstation (TWS) using Strategy Builder. MORE

Contributed by: Interactive Brokers

Neutral Market – Short Strangle

Parent Course: Neutral Option Market Strategies

When neutral on the outlook for a stock, an investor might wish to generate income by selling different strike call and put options hoping that the stock will remain stuck in a defined range. Because implied volatility is a significant determinant of an option’s premium, investors also try to take advantage of diminishing volatility... MORE

Contributed by: Interactive Brokers

Practical Usage – Neutral Market – Short Straddle

Parent Course: Neutral Option Market Strategies

Create a short straddle in Trader Workstation (TWS) using Strategy Builder. MORE

Contributed by: Interactive Brokers

Neutral Market – Short Straddle

Parent Course: Neutral Option Market Strategies

When neutral on the outlook for a stock, an investor might wish to generate income by selling same strike call and put options hoping that the stock will remain stuck in a defined range. Because implied volatility is a significant determinant of an option’s premium, investors also try to take advantage of diminishing volatility... MORE

Contributed by: Interactive Brokers

FULL
COURSE

Neutral Option Market Strategies

Learn how to define short straddles and short strangles; learn how to construct these option strategies and under what conditions they may pose positive or adverse effects on profits and losses and understand how to calculate breakevens, as well as learn about the roles of implied volatility and time value. MORE

Contributed by: Interactive Brokers

Practical Usage – Bear Market – Covered Put

Parent Course: Basic Option Strategies

Create a covered put in Trader Workstation (TWS) using Strategy Builder. MORE

Contributed by: Interactive Brokers

Bear Market – Covered Put

Parent Course: Basic Option Strategies

An investor might be bearish on the outlook for a stock, but may wish to generate income by standing ready to have the stock put to him using the covered put strategy. MORE

Contributed by: Interactive Brokers

Practical Usage – Bear Market – Long Put

Parent Course: Basic Option Strategies

Create a long put in Trader Workstation (TWS) using Option Chain. MORE

Contributed by: Interactive Brokers

Practical Usage – Bull Market – Covered Call

Parent Course: Basic Option Strategies

Create a covered call in Trader Workstation (TWS) using Strategy Builder. MORE

Contributed by: Interactive Brokers

Bear Market – Long Put

Parent Course: Basic Option Strategies

An investor might use a long put option position when the share price or market is expected to decline. MORE

Contributed by: Interactive Brokers

Bull Market – Covered Call

Parent Course: Basic Option Strategies

An investor might be bullish on the outlook for a stock, but may wish to generate income by standing ready to have the stock called away using the covered call strategy. MORE

Contributed by: Interactive Brokers

Practical Usage – Bull Market – Short Put

Parent Course: Basic Option Strategies

Create a short put in Trader Workstation (TWS) using Option Chain. MORE

Contributed by: Interactive Brokers

Bull Market – Short Put

Parent Course: Basic Option Strategies

An investor might use a short put option position when the share price or market is expected to rise. MORE

Contributed by: Interactive Brokers

Practical Usage – Bull Market – Long Call

Parent Course: Basic Option Strategies

Create a long call in Trader Workstation (TWS) using Option Chain. MORE

Contributed by: Interactive Brokers

Bull Market – Long Call

Parent Course: Basic Option Strategies

An investor might use a long call option position when the share price or market is expected to rise. MORE

Contributed by: Interactive Brokers

Understanding Put-Call Parity

Parent Course: Introduction to Options

Understand how prices of puts and calls are inextricably linked to each other and the price of the underlying stock through an equation known as “Put/Call Parity”. Learn the importance of how dividends and interest rates affect underlying stocks when implementing options strategies. MORE

Contributed by: Interactive Brokers

FULL
COURSE

IBKR Orientation

Welcome to Interactive Brokers! With your IBKR account activated, you have a world of trading opportunities to explore. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for these orientation videos on getting started... MORE

Contributed by: Interactive Brokers

FULL
COURSE

TWS for Beginners

Our introduction to the TWS Mosaic platform will help you understand how to navigate it for the first time and how to maximize your use as you develop your skills. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Introduction to TWS Order Types

In this Traders’ Academy course you will learn about the most popular Order Types: “Market”, “Limit” and “Stop”; Order Types for speed of execution or to achieve a specified price; how to place these orders in TWS Mosaic; to distinguish between the popular order types, when to use them and about risk management and... MORE

Contributed by: Interactive Brokers

FULL
COURSE

Client Portal

Client Portal enables clients of Interactive Brokers to stay connected to what matters as well as access key features and services in their accounts. Client Portal not only provides users with access to details about their accounts, but also allows them to trade using a single log in. MORE

Contributed by: Interactive Brokers

FULL
COURSE

TWS Algos

This course introduces the user to several algos available in TWS and provides a detailed overview of several complex orders that can help maximize your returns by providing a better fill at the most advantageous destination subject to customized rules. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Fixed Income Trading for TWS

Whether you are a new to the world of fixed income trading or an experienced professional, our course is structured to help you configure and locate bonds available for trading in TWS. Each lesson addresses a specific aspect to the subject from the perspective of the user looking to quickly move ahead with distilling... MORE

Contributed by: Interactive Brokers

FULL
COURSE

Trading Around the World

This course is designed to help investors understand the implications of trading outside of their domestic market. The goal is to help investors be aware of available markets, trading permissions and market data available through Interactive Brokers. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Option Tools

This series of lessons will help deepen your understanding of options and discuss the many available TWS tools investors can use to analyze the market before making a trade. Each lesson focuses on a single tool or approach to a valuable concept about the options market. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Advanced Trading Tools

Each lesson centers on a specific standalone module within TWS that has a unique purpose. MORE

Contributed by: Interactive Brokers

Which Platform is right for you?

Parent Course: IBKR Orientation

Learn more about the IBKR trading platforms which includes Trader Workstation, IBKR Mobile, Client Portal and the robust TWS API. For training on these platforms, along with IBKR’s products and services, we’ll introduce you to IBKR’s Traders’ Academy. This free resource offers more than 45 curated courses containing over 200+ short videos, plus... MORE

Contributed by: Interactive Brokers

Getting Started at IBKR

Parent Course: IBKR Orientation

In this lesson we will show you what you need to know when you open your account at Interactive Brokers. MORE

FULL
COURSE

Introduction to Stocks

If you are new to investing and want to begin to understand stock market fundamentals, this course will help familiarize you with some common terms and concepts surrounding investments. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Introduction to Options

Whether you are new to options or want to brush up on some risk basics, or you are learning TWS and want to know how to locate option fields and data, our Introduction to Options course is an excellent first step. MORE

Contributed by: Interactive Brokers

TWS Futures Roll and Expiration

Parent Course: Introduction to Futures

Learn how to cover closing simple long or short positions as well as rolling positions from one contract month to another. This lesson will teach you how to create spreads for futures and we will cover setting up calendar spreads to trade or monitor. MORE

Contributed by: Interactive Brokers

TWS Margin for Futures

Parent Course: Introduction to Futures

Learn where to look for margin amounts held by Interactive Brokers when you buy and sell futures contracts. MORE

Contributed by: Interactive Brokers

IBKR Risk Navigator – Calculating the Forward Prices for Options

Parent Course: IBKR’s Risk Navigator©

This lesson will show you how to use the Custom Scenario within IB Risk Navigator to estimate the forward price for option contracts. MORE

Contributed by: Interactive Brokers

Configuring Portfolio and Underlying Risk in Risk Navigator

Parent Course: IBKR’s Risk Navigator©

IBKR Risk Navigator columns can easily be added or deleted depending upon what risk measures and values investors want to see. This lesson will show you how to add additional columns and how you can sort the values by ascending or descending rank. MORE

Contributed by: Interactive Brokers

Beta Weighting in the IB Risk Navigator©

Parent Course: IBKR’s Risk Navigator©

In this short video, you will see the impact on a stock portfolio from a shift in an underlying benchmark index. The aim of this video is to view contrasting impacts between an Equal Weighted portfolio and a Beta Weighted portfolio. MORE

Contributed by: Interactive Brokers

Margin Sensitivity Using IBKR Risk Navigator

Parent Course: IBKR’s Risk Navigator©

Learn about top tips for IB Risk Navigator margin sensitivity. Investors may want to know the impact on their margin value in the event they want to change positions from day-to-day. To do this, TWS users can open IB Risk Navigator and look at the Margin Sensitivity tab to judge the impact on Initial... MORE

Contributed by: Interactive Brokers

Introduction to IBKR’s Risk Navigator©

Parent Course: IBKR’s Risk Navigator©

IB’s Risk Navigator is a sophisticated portfolio monitoring tool allowing investors and portfolio managers to measure existing positions across all asset classes. The Risk Navigator measures exposure according to currency and commonly-used Greek metrics that common-size risk by delta and gamma. This lesson will introduce the Risk Navigator and show how it can... MORE

Contributed by: Interactive Brokers

FULL
COURSE

IBKR’s Risk Navigator©

For most money managers, risk management is a key component to investing. The IB Risk Navigator is a powerful standalone portfolio monitoring tool built to measure and aggregate real and dummy position exposure across all asset classes. MORE

Contributed by: Interactive Brokers

Short Selling and Margin

Parent Course: Securities Lending and Borrowing

Understanding the role of Regulation T of the Federal Reserve Board may help viewers better understand the concept of margin for short sellers. This video lesson neatly summarizes the key concepts and requirements facing investors wanting to sell short stocks at Interactive Brokers. MORE

Contributed by: Interactive Brokers

Mechanics of a Short Sale

Parent Course: Securities Lending and Borrowing

If you ever wondered precisely what has to happen when shares are sold short, this lesson describes it perfectly. The mechanics behind short sale transactions are detailed one step at a time to help viewers understand what the investor must do, and more importantly, what his broker must do to prevent the trade from... MORE

Contributed by: Interactive Brokers

Stock Yield Enhancement Program (SYEP)

Parent Course: Securities Lending and Borrowing

Did you know that IB clients may earn additional income on their fully-paid shares by lending those shares to IB for on-lending to short sellers that are willing to pay to borrow them? Join us as we explore IB’s Stock Yield Enhancement Program. MORE

Contributed by: Interactive Brokers

Pre-Borrow US Stocks for Shorting

Parent Course: Securities Lending and Borrowing

In a normal short sale transaction, Interactive Brokers does not arrange to borrow stock on the client’s behalf until settlement, also known as T+2. In the case of a preborrow, Interactive Brokers will attempt to borrow stock on the client’s behalf the day the pre-borrow request is submitted. MORE

Contributed by: Interactive Brokers

Shorting Stocks on IBKR’s Trader Workstation (TWS)

Parent Course: Securities Lending and Borrowing

Selling stocks short can be a straight-forward process on IBKR’s award-winning Trader Workstation platform (TWS). In this lesson you will learn how to find the number of shares available to short held at IB and the fee rate associated with selling short any stock. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Securities Lending and Borrowing

This course is aimed at helping investors wanting to take a short position in stocks understand what to do and where to find key information in Trader Workstation. We explain the short selling cycle and how investors can easily find out stock loan availability in the platform. MORE

Contributed by: Interactive Brokers

Portfolio Checkup

Parent Course: PortfolioAnalyst

This lesson explains how to access and use the Portfolio Checkup feature within PortfolioAnalyst. Here, users can select a specific account or set of accounts and view a single-page snapshot of performance, risk and return. MORE

Contributed by: Interactive Brokers

PortfolioAnalyst – Creating Custom Reports

Parent Course: PortfolioAnalyst

With dozens of available metrics to choose from, this lesson shows the user how to access and customize reports across different time periods. Learn how to measure your portfolio performance against that of the S&P 500 index as we walk through both the report and benchmark creation process. MORE

Contributed by: Interactive Brokers

PortfolioAnalyst – Adding External Accounts

Parent Course: PortfolioAnalyst

From checking and savings, to mortgage and retirement, we all have many, many financial accounts to deal with each month. The powerful PortfolioAnalyst enables users to import externally-held financial reports and view them within the tool. This lesson walks through how users may engineer that process in order to consolidate their financial data. MORE

Contributed by: Interactive Brokers

PortfolioAnalyst – Getting Started

Parent Course: PortfolioAnalyst

This lesson helps the user understand how to log in to PortfolioAnalyst and describes the interface upon opening this powerful reporting tool. Registrants will learn what is available from each area of the tool and offers a primer on accessing and creating reports. MORE

Contributed by: Interactive Brokers

PortfolioAnalyst – Overview

Parent Course: PortfolioAnalyst

PortfolioAnalyst has a vast amount of number-crunching capabilities for the user to customize. We begin this course by jumping into a sampling of potential report views available within PortfolioAnalyst and describe some of the charts and data tables a user may configure. MORE

Contributed by: Interactive Brokers

FULL
COURSE

PortfolioAnalyst

The PortfolioAnalyst reporting tool enables users to slice and dice portfolio investments in order to measure and compare performance against routine or complex benchmarks. From a simple snapshot of your investments to a granular detailed report, the user is able to create reports that explain portfolio performance relative to selected benchmark sectors. MORE

Contributed by: Interactive Brokers

IB Risk Navigator – Calculating the forward prices for options

Parent Course: Option Tools

This lesson will show you how to use the Custom Scenario within IB Risk Navigator to estimate the forward price for option contracts. MORE

Contributed by: Interactive Brokers

Entering Option Spreads & Combinations with the Combo Selection Tool

Parent Course: Option Tools

A spread order is a combination of individual orders (or legs) that work together to create a single trading strategy. In this lesson we will review how to enter these combination and spread orders in TWS using the Combo Selection tool. MORE

Contributed by: Interactive Brokers

Pegged Volatility Orders

Parent Course: Option Tools

This lesson will discuss the Pegged Volatility order type which may be used to place orders to buy and sell options according to volatility levels associated with option premiums. We’ll walk through Pegged to Primary, Pegged to Market, Pegged to Midpoint and Pegged to Surface order types. MORE

Contributed by: Interactive Brokers

Rolling Options

Parent Course: Option Tools

In this lesson learn how soon-to-expire options in your Interactive Brokers account can easily be rolled over to a further strike or expiration date in the same underlying ticker using the Roll Over Options tool. MORE

Contributed by: Interactive Brokers

Estimated Price Range

Parent Course: Option Tools

In this lesson we’ll show you how standard deviations can be plotted on a TWS Chart for eligible securities using the estimated price range parameter. MORE

Contributed by: Interactive Brokers

Building an Option Centric Market Scanner in Mosaic TWS

Parent Course: Option Tools

Many traders like to watch for changes in implied volatility, option volume or open interest to gauge prospects for stock prices. MORE

Contributed by: Interactive Brokers

Performance Profile for Options

Parent Course: Option Tools

This lesson will explore the Performance Profile window for options. Investors may use the Performance Profile window to examine the P&L potential for simple or complex option strategies while considering trades, as well as monitor existing positions from the portfolio window. MORE

Contributed by: Interactive Brokers

Option Selector

Parent Course: Option Tools

This lesson will explore the TWS Mosaic Option Selector which can be opened when adding an underlying to your Quote Monitor. The Option Selector displays option chains and may be customized to display different expirations, strikes, trading classes and more! MORE

Contributed by: Interactive Brokers

IB Volatility Lab

Parent Course: Option Tools

This lesson will explore the IB Volatility Lab which is a useful trader dashboard providing a snapshot of past and future readings for volatility on a stock, its industry peers and some measure of the broad market. Use the Volatility Lab to compare and contrast the option market’s view on the volatility of a... MORE

Contributed by: Interactive Brokers

IB Probability Lab

Parent Course: Option Tools

Use the IB Probability Lab to analyze the market's probability distribution, which shows what the market believes are the chances that certain outcomes will occur. This tool can be used to locate potentially profitable trading strategies for stocks and options in the event that your view on a stock is different from that of... MORE

Contributed by: Interactive Brokers

Options Write/Rollover Tool

Parent Course: Option Tools

In this lesson we'll discuss the TWS Write Options tool which may be used to sell calls against long stock positions and sell puts against your short stock positions. We'll explore the TWS Rollover Options tool to roll over options that are about to expire to a similar option with a later expiration date. MORE

Contributed by: Interactive Brokers

Entering Option Spreads & Combinations with Strategy Builder

Parent Course: Option Tools

A spread order is a combination of individual orders (or legs) that work together to create a single trading strategy. In this Traders’ Academy lesson we’ll review how to enter these orders in TWS using Strategy Builder for Option Spreads. MORE

Contributed by: Interactive Brokers

TWS OptionTrader

Parent Course: Option Tools

This Traders’ Academy lesson will explain the layout and some of the features of TWS OptionTrader. OptionTrader displays market data for the underlying, allows you to create and manage options orders including combination orders, and provides the most complete view of available option chains, all in a single screen. This lesson will help... MORE

Contributed by: Interactive Brokers

Entering Orders for Bonds

Parent Course: Fixed Income Trading for TWS

Creating orders for fixed income instruments in TWS is straight forward. In this short lesson we walk you through the steps to create an order in TWS Mosaic. See how to check your orders before submitting them to an electronic venue and how to request cancellation of open orders. MORE

Contributed by: Interactive Brokers

Global Bond Scanner

Parent Course: Fixed Income Trading for TWS

In this lesson you will learn how to access the IB Global Bond Scanner and how to filter for bonds within a universe in order to locate fixed income products to match user-driven criteria. The material covered in this lesson can be applied to corporate bonds, US treasuries, US CDs, municipal bonds, agency bonds... MORE

Contributed by: Interactive Brokers

Adding Bonds to the Workspace

Parent Course: Fixed Income Trading for TWS

In this lesson you will be shown using several methods how to add a specific ticker to your monitor. We will discuss a short cut to finding US treasury data to add to the Monitor as well as helping you wade through the often vast selection of debt issued by a single corporation. This... MORE

Contributed by: Interactive Brokers

Configuring Mosaic for Fixed Income

Parent Course: Fixed Income Trading for TWS

Learn where to locate columns tailored to bond trading and how to add them to your Mosaic display. Access US government yield curve and locate accurate descriptions for individual bonds. MORE

Contributed by: Interactive Brokers

Model Portfolios – Independent and Model Positions

Parent Course: Advisors Orientation II

This video distinguishes the two sides of an account when running Model Portfolios and explains how the software may be programmed to recognize existing client holdings before investing in a Model. MORE

Contributed by: Interactive Brokers

Client Portal Banking Features

Parent Course: Client Portal

Use the convenience of Client Portal to manage position and fund transfers and configure product trading permissions as well as create market data subscriptions. MORE

Contributed by: Interactive Brokers

Client Portal Account Features

Parent Course: Client Portal

Users may log in to the Client Portal website where they can easily access statements and portfolio reports. Explore the accounting capabilities of Client Portal along with an array of other tools including Flex and Tax reporting. MORE

Contributed by: Interactive Brokers

Message Center & Ticketing System

Parent Course: Client Portal

This lesson will explain how to use the IBKR Client Portal to access the Message Center and various methods of help available through the Ticketing System. The Customer Message Center can be used efficiently to assist in resolving issues. MORE

Contributed by: Interactive Brokers

Watchlists and Market Scanners in Client Portal

Parent Course: Client Portal

In this lesson we will show how to build and save watchlists inside the Client Portal. We will also look at operating and saving templates from the Market Scanner. MORE

Contributed by: Interactive Brokers

Navigating and Trading using IBKR’s Client Portal

Parent Course: Client Portal

This lesson will show you how to login, navigate and trade using the Client Portal interface. MORE

Contributed by: Interactive Brokers

Adaptive

Parent Course: TWS Algos

This lesson will explore the Adaptive Algo which is designed to ensure that both market and aggressive limit orders trade between the bid and ask prices. On average, using the Adaptive algo leads to better fill prices than using regular market or limit orders. This algo order type is most useful to an investor... MORE

Contributed by: Interactive Brokers

Accumulate/Distribute

Parent Course: TWS Algos

This lesson will show you the Accumulate/Distribute algo which can help you to achieve the best price for a large volume order without being noticed in the market, and can be set up for high frequency trading. By slicing your order into smaller randomly-sized order increments that are released at random time intervals within... MORE

Contributed by: Interactive Brokers

VWAP

Parent Course: TWS Algos

For investors wanting to track and trade according to price and volume patterns, this lesson explains how to create Volume Weighted Average Price or VWAP orders. MORE

Contributed by: Interactive Brokers

ScaleTrader

Parent Course: TWS Algos

This algo allows the user to determine the number of shares to be bought each time the market drops by a user-defined amount. This lesson teachers viewers the mechanics of buying weakness and selling strength according to the configurability of ScaleTrader. As with other IBKR algos, this order type has the functionality to break... MORE

Contributed by: Interactive Brokers

Mutual Fund Trading, Pricing and Fees

Parent Course: Introduction to Mutual Funds

• Identify the different ways people can invest in mutual funds • Know when orders to buy or sell a mutual fund can be placed • Understand when and how often mutual funds are priced • Learn how mutual fund share prices are determined • Know how to explain the major share classes and the fees for each type MORE

Contributed by: Interactive Brokers

Introduction to Mutual Funds

Parent Course: Introduction to Mutual Funds

• Identify various types of mutual funds, comprehend the difference between active and passive management, understand how open-end and closed-end mutual funds differ, • Learn about some of the potential benefits and drawbacks of mutual funds, as well as help determine for themselves whether mutual funds are an appropriate investment for them. MORE

Contributed by: Interactive Brokers

Trading Overseas with IBKR

Parent Course: Trading Around the World

This lesson was designed to help clients wishing to place trades outside of their resident country to configure their market data and trading permissions. The video shows step-by-step view access to Account management in order to understand where to update profile and access additional items. MORE

Contributed by: Interactive Brokers

Entering Overseas Stock and Currency Orders in Mosaic

Parent Course: Trading Around the World

Buying and selling domestic stocks comes second nature to investors. However, when investors look abroad there are other practical considerations to be aware of. This lesson puts in to practice the earlier Mechanics of an Overseas Trade and walks the user through order entry for non-domestic issues. You will learn how to change a... MORE

Contributed by: Interactive Brokers

Mechanics of an Overseas Trade

Parent Course: Trading Around the World

When buying shares priced in a currency other than your chosen base currency, there are additional risks and considerations when entering the trade. This lesson explains the presence of currency risk when buying overseas and shows how investors can either manage the currency risk at the time of the trade or use a portfolio... MORE

Contributed by: Interactive Brokers

Covered Calls and Buy Writes in IBKR’s Trader Workstation

Parent Course: Introduction to Options

This short video will look at the mechanics of a covered call. This strategy marries the ownership of an underlying stock position with the sale of an equivalent amount of call options. MORE

Contributed by: Interactive Brokers

Introduction to Options Using TWS Mosaic – Basic Combinations

Parent Course: Introduction to Options

The final lesson brings the concepts together to illustrate the benefits of combining single option trades into complex option strategies. Students will learn to easily identify potential profit and loss regions on the Performance Graph and understand how to configure the plot to view P&L and risk measures across different time horizons. MORE

Contributed by: Interactive Brokers

Introduction to Options Using TWS Mosaic – Calls and Puts

Parent Course: Introduction to Options

Building on the first two lessons in this course, this lesson introduces the investor to adding call and put orders to TWS Mosaic. Students will quickly learn how to load option chains, view different expiration months, view price as volatility, configure the display to view Greek values and learn how to access and interpret... MORE

Contributed by: Interactive Brokers

Introduction to Options – The Greeks

Parent Course: Introduction to Options

Learn why prices of some options are more or less responsive to changes in the value of the underlying security. Define each of the ‘Greek’ variables (Delta, Gamma, Theta, Vega, Rho); using an interactive options calculator. Understand the factors that influence the price of an option over time, including days to expiration, interest... MORE

Contributed by: Interactive Brokers

Option Valuation and Input Variables

Parent Course: Introduction to Options

Reinforces an understanding of options contracts and investment outcomes using payout diagrams. Obtain insights into options pricing models and associated variables, including implied volatility and interest rates, as well as concepts such as time value, option style, and how dividends can affect options prices. MORE

Contributed by: Interactive Brokers

IBKR Fundamentals Explorer

Take your research to the next level with our redesigned Fundamentals Explorer which gives you access to over 30,000 company financial statements from Thomson Reuters, quality reports and newswires from 80-plus firms, over 5,500 analyst ratings from TipRanks®, and much more. Available on all of our trading platforms, at absolutely no cost to IBKR... MORE

Contributed by: Interactive Brokers

Non-US Margin Trading

Parent Course: Introduction to Margin Trading

The Main Goals: The mechanics of margin trading at an international level; the key differences between US and foreign margin requirements and the concept of risk management and portfolio building. MORE

Contributed by: Interactive Brokers

Margin in Practice Part 1: Trader Workstation (TWS)

Parent Course: Introduction to Margin Trading

The Main Goals: How to execute a margin trade in TWS and how to identify the tools and features in the IB trading platform to assist with margin trading. MORE

Contributed by: Interactive Brokers

Commodities Margin Trading in the US

Parent Course: Introduction to Margin Trading

The Main Goals: The mechanics of commodities margin trading and the margin requirement for commodities. MORE

Contributed by: Interactive Brokers

Securities Margin Trading in the US

Parent Course: Introduction to Margin Trading

The Main Goals: How margin trading works for stocks, options, and bonds; and margin requirement mechanics for securities and the key distinctions. MORE

Contributed by: Interactive Brokers

Margin – Getting Started

Parent Course: Introduction to Margin Trading

The Main Goals: The concept of margin and leverage; the different types of margin and margin account types; the underlying key concepts and definitions relating to margin; and the main benefits and risks of trading on margin. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Introduction to Margin Trading

We will teach you the different types of margin accounts, methods and requirements in order to understand how margin rules are determined both domestically and abroad. Trading on margin is only for sophisticated traders. You may lose more than your initial investment. MORE

Contributed by: Interactive Brokers

Trailing Stop and Trailing Stop Limit Order Type

Parent Course: Introduction to TWS Order Types

We’ll examine both the Trailing Stop and Trailing Stop Limit order types, which have as their key component the trailing amount. For a long stock position, this trailing amount is a value beneath the prevailing market price. MORE

Contributed by: Interactive Brokers

Stop and Stop Limit Orders for Mosaic

Parent Course: Introduction to TWS Order Types

Stop orders may help investors protect profits and cut losses. This lesson helps distinguish between Stop and Stop Limit Order types in TWS Mosaic. MORE

Contributed by: Interactive Brokers

TWS Relative or Pegged-to-Primary Order Type

Parent Course: Introduction to TWS Order Types

The Relative order type enables investors to use an offset amount to make their orders more aggressive than the prevailing NBBO in the market. This lesson explains how to set up such orders in TWS Mosaic and illustrates why such orders stand a greater chance of being filled. MORE

Contributed by: Interactive Brokers

TWS Mosaic One-Cancels-All (OCA) Order Type

Parent Course: Introduction to TWS Order Types

TWS users may create several orders simultaneously and group them together. The software can then be programmed to respond automatically with cancellation instructions when one piece of the order starts to fill. This lesson demonstrates the creation of the One-Cancels-All order type in Mosaic. MORE

Contributed by: Interactive Brokers

Mosaic MidPrice Order Type

Parent Course: Introduction to TWS Order Types

This lesson will show you the Mosaic MidPrice order which is designed to split the difference between the bid and ask prices and fill at the current midpoint of the National Best Bid and Offer – the NBBO – or better. MORE

Contributed by: Interactive Brokers

Bracket Orders for TWS Mosaic

Parent Course: Introduction to TWS Order Types

Bracket orders are designed to help limit your loss and lock in a profit by "bracketing" an order with two opposite-side orders. MORE

Contributed by: Interactive Brokers

Mosaic Good-til-Cancelled (GTC) Order Type

Parent Course: Introduction to TWS Order Types

The Good-Til-Cancelled order type enables users to create stop loss or profit-taking orders using the GTC time-in-force. That means users can place and monitor orders well away from the market infrequently rather than having to repeat the process. This lesson explains how to set up and monitor GTC orders using TWS Mosaic. MORE

Contributed by: Interactive Brokers

Mosaic Limit Order Type

Parent Course: Introduction to TWS Order Types

This lesson explains the uses of the Limit Order type using TWS Mosaic. Investors can set a minimum desired price to sell, or a maximum desired price to pay when creating orders. MORE

Contributed by: Interactive Brokers

Market Order Type Using TWS Mosaic

Parent Course: Introduction to TWS Order Types

This lesson explains the trade-off between a Limit and Market order. It also demonstrates the creation of Market orders using TWS Mosaic. MORE

Contributed by: Interactive Brokers

Introduction to TWS Order Types Course

Parent Course: Introduction to TWS Order Types

Now that you have opened a trading account, you may want to buy or sell some stocks or other assets. This course will explain Order Types and the way they help you create orders to suit the way you trade. MORE

Contributed by: Interactive Brokers

Integrated Stock Window (ISW)

Parent Course: Advanced Trading Tools

The focus in this lesson is on how TWS users may view and place orders in the deep order book and monitor multiple tickers from the same screen. MORE

Contributed by: Interactive Brokers

Portfolio Builder

Parent Course: Advanced Trading Tools

This lesson helps users understand the TWS Portfolio Builder tool. Imagine if you could design a portfolio that bought the top ranked stocks by pretax margin, PE or ROI and sold the 10 stocks with the lowest rankings. What might the results look like over a one, two or three-year period? And how did... MORE

Contributed by: Interactive Brokers

TWS FXTrader

Parent Course: Advanced Trading Tools

The FXTrader combines quotes from 14 of the world’s largest interbank dealers and offers TWS users a dedicated and highly configurable forex trading resource. In this lesson you will learn about the features of TWS FXTrader and its configuration process to help streamline your currency trading experience. MORE

Contributed by: Interactive Brokers

Mosaic Market Scanner

Parent Course: Advanced Trading Tools

Learn how to create a market scanner in TWS Mosaic. The market scanner scans the specified markets and returns contracts based on user-defined criteria. MORE

Contributed by: Interactive Brokers

Order Management System (OMS) / IB Blotter

Parent Course: Advanced Trading Tools

IBKRs Order Management System makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX or over the phone. The IB OMS is fully integrated with our electronic trading platform, Trader Workstation (TWS), giving you complete access to our advanced trading tools, algos and order types, real-time... MORE

Contributed by: Interactive Brokers

TWS BasketTrader – Create a Basket

Parent Course: Advanced Trading Tools

This lesson demonstrates the capabilities of TWS BasketTrader. This integrated piece of software enables the user to create complex orders for, and save a basket of stocks to be executed simultaneously. You will learn see how basic orders can be entered into Classic TWS before advancing to the BasketTrader software, where orders can be... MORE

Contributed by: Interactive Brokers

What Kind of Income is Subject to Withholding?

Parent Course: US Taxes for US Non-Residents

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them. MORE

Contributed by: Interactive Brokers

Tax Treaties

Parent Course: US Taxes for US Non-Residents

The US has tax treaties with approximately 70 countries. This lesson will discuss tax withholding rates and tax credits in your home country. MORE

Contributed by: Interactive Brokers

US Taxes for US Non-Residents

Parent Course: US Taxes for US Non-Residents

The US has a unique taxation structure that taxes its citizens, Green Card holders and residents regardless of what country they live in. MORE

Contributed by: Interactive Brokers

FULL
COURSE

US Taxes for US Non-Residents

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them. MORE

Contributed by: Interactive Brokers

Getting Started with the News Panel

Parent Course: TWS for Beginners

TWS users have access to a plethora of news vendors. This primer explains where to find providers and how to configure your newsfeeds. MORE

Contributed by: Interactive Brokers

Getting Started with the Activity Monitor

Parent Course: TWS for Beginners

Monitor and manage open orders from the Activity monitor. Learn how to filter executed trades and configure the display. MORE

Contributed by: Interactive Brokers

Getting Started with TWS Charts

Parent Course: TWS for Beginners

Visualize the market using TWS charts. This primer explains the basics you need to know to navigate the Chart window. MORE

Contributed by: Interactive Brokers

Getting Started with the Quote Panel

Parent Course: TWS for Beginners

Learn how to read the Quote panel and where your investments are trading at a glance. The Quote panel offers a snapshot of price and fundamental details about an instrument, as well as ESG-related information. MORE

Contributed by: Interactive Brokers

The Economy in Investable Sectors

Parent Course: Sector Investing

Let’s take a tour of SPDR Select Sector’s investing definition of each economic sector, along with the associated industry breakdown. MORE

Contributed by: Interactive Brokers

Intro to Sector Investing

Parent Course: Sector Investing

In this lesson we want to introduce a couple of tools to improve your grasp of different industries and sectors within the economy. Also, to help you visualize what you have learned about the business cycle. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Sector Investing

This course aims to help students understand some of the tools available within TWS to better analyze sector investing. The course also explains the use of Beta in understanding the economic cycle. MORE

Contributed by: Interactive Brokers

Cash Flow Statement

Parent Course: Fundamental Analysis

– For a company to grow it must generate stronger cashflows over time. It may make profits, pay dividends and accrue assets, yet in order to increase dividends, develop products, reduce debt, or buy back its own shares it must fuel such growth by raising increasing amounts of cashflow through the organization. MORE

Contributed by: Interactive Brokers

Income Statement

Parent Course: Fundamental Analysis

What a company produces creates revenues. But to do so inevitably means incurring costs. How can investors sift through financial statements to find a single measure of how the firm’s strategies are translating into profits? For that, we look at the income statement. MORE

Contributed by: Interactive Brokers

Balance Sheet

Parent Course: Fundamental Analysis

Investors and analysts might spend hours crawling through a company’s quarterly and annual statements searching for clues about how well the firm is doing. This lesson explains several commonly reported items on most firms’ balance sheets and helps the viewer understand the relative importance of such concepts to investors. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Fundamental Analysis

This course walks through basic fundamental accounting concepts covering the Income Statement, Balance Sheet and Statement of Cash Flows. This will be followed by a practical demo of additional tools in the new IBKR Fundamental Explorer. MORE

Contributed by: Interactive Brokers

What is the Business Cycle?

Parent Course: Introduction to Stocks

Learn how fluctuations in the growth path of the economy can favor the fortunes of one sector over another. Identify the different stages of growth and what happens during each. MORE

Contributed by: Interactive Brokers

Intro to the Stock market

Parent Course: Introduction to Stocks

This lesson will help familiarize you with some common terms and concepts surrounding investments, such as capital, types of investors, equilibrium, risks and diversification. MORE

Contributed by: Interactive Brokers

Getting Started with the Order Entry Panel

Parent Course: TWS for Beginners

In this lesson, we’ll jump straight into to the TWS Mosaic Order Entry panel– exploring all available order types - from basic Market order to advanced Algos. MORE

Contributed by: Interactive Brokers

Getting Started with the Monitor Panel

Parent Course: TWS for Beginners

The Monitor panel is where many investors will keep track of their favorite assets. Learn how to easily configure Watchlists, access the Portfolio window and more. MORE

Contributed by: Interactive Brokers

Getting Started with TWS

Parent Course: TWS for Beginners

In this lesson, we aim to explain some top-level concepts to help you familiarize yourself with the Trader Workstation or TWS platform. To get started we are going to walk through these steps: download and set-up TWS, explore the Mosaic panels and show you how to customize the Mosaic layout. MORE

Contributed by: Interactive Brokers

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