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Interactive Brokers has been the pioneer of the electronic trading revolution. Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products.

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Accessing the TWS Python API Source Code

Parent Course: Python TWS API

In this third lesson we begin by describing how to obtain access to the TWS Python API open source code repository on GitHub, and explain the differences between the public download site and the private GitHub repository which has bleeding-edge source. We then discuss what the source code actually consists of and what it... 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

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

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

Adding Multiple TWS Chart Windows

Parent Course: Introduction to Charts

Learn how to display multiple securities within a single TWS chart frame for side-by-side comparison. This lesson explores how to configure single and multiple tickers inside the same chart, including adding studies. Viewers will also learn to save charts with multiple tickers and how to create and save their own chart templates. MORE

Contributed by: Interactive Brokers

Adding Trendlines to TWS Charts

Parent Course: Introduction to Charts

Lines of support and resistance are vital to many chart traders. This lesson will help TWS chart users learn how to add, reposition, and remove lines to and from charts, as well as covers how to apply Fibonacci lines. MORE

Contributed by: Interactive Brokers

Adding Users & User Roles to Your Account

Parent Course: Advisors Orientation II

Learn how, once your account is approved and funded, to add users and user roles. You can grant them access to a subset of Advisor Portal functions. This includes granting access to functions for one or more sub accounts. 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

FULL
COURSE

Advisors Orientation I

Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Advisors Orientation II

We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to... MORE

Contributed by: Interactive Brokers

Allowable Investments in IRAs

Parent Course: Taxes and Retirement

The main topics of this lesson are: Allowable Investments; Illiquid Investments; Business Interests; and Publicly Traded Partnerships. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

API Case Study in Pair Trades

Parent Course: Python TWS API

n this lesson we move beyond core API functionality and build on previous lessons to examine a case study in which advanced order types may be advantageous in implementing a specific trading strategy. The TWS API supports more than 60 of the order types and attributes available in TWS. Here we consider a scenario... 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

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

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

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

Capital Gains – Special Considerations and Products

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Wash Sales; Section 1256; Commodities; and Foreign Currency Transactions. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Capital Gains for Stocks and Mutual Funds

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: What are tax lots?; Why are tax lots important?; Tax Lot methods for recognizing capital gains; Holding Periods; Gains versus Losses – How do they offset?; and Tax Rates. For this lesson refer to the Study Notes and watch the video for a... MORE

Contributed by: Interactive Brokers

Capital Gains or Losses for Bonds

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: US Treasury Bills; Corporate & Municipal Bonds; and Bond Premiums and Discounts. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

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

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

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

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

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

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

Course Overview

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine provides an overview of what to expect from the U.S. Municipal Bond Market course available at IBKR Traders' Academy. MORE

Contributed by: Interactive Brokers

Course Overview – U.S. Corporate Bonds

Parent Course: Introduction to U.S. Corporate Bonds

This lesson provides an overview of what to expect from the introductory course on U.S. corporate bonds. 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

Creating and Customizing Client Statements

Parent Course: Advisors Orientation I

Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement which can include some or all your accounts. This lesson will show you how to create and customize client statements. MORE

Contributed by: Interactive Brokers

Creating Scanners & Configuration Tips – Android

Parent Course: IBKR Mobile – Android©

In this Traders' Academy lesson we'll discuss creating scanners and explore some configuration tips for IBKR Mobile on your Android. You'll learn how to: Access the different types of scanners, such as Most Active, Top Percentage Gainers, Most Active by Option Volume and More; Run existing scanners and create your own with filter criteria; and Customize... MORE

Contributed by: Interactive Brokers

Creating Scanners & Configuration Tips for the iPhone©

Parent Course: IBKR Mobile – iPhone©and iPad©

In this Traders' Academy lesson we'll discuss creating scanners and explore some configuration tips for IBKR Mobile on your iPhone. You'll learn how to: Access the different types of scanners, such as Most Active, Top Percentage Gainers, Most Active by Option Volume and More!; Run existing scanners and create your own with customizable criteria;... MORE

Contributed by: Interactive Brokers

Credit Ratings

Parent Course: Introduction to U.S. Corporate Bonds

This lesson examines credit ratings and how they may affect the value of a corporate bond issuance. MORE

Contributed by: Interactive Brokers

Credit Ratings and Insurance

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine provides an overview of credit rating agencies (NRSROs) and bond guarantors and conducts an interview with Ed Grebeck, global debt strategist and CEO of Tempus Advisors, for further insights. Grebeck, who gave one of the earliest warning signs about the 2008-09 global financial crisis, also warns about... MORE

Contributed by: Interactive Brokers

Customizing Your Account Application with IBKR’s Application XML

Parent Course: Advisors Orientation II

Application XML is a process that lets Registered Advisors provide their clients with their own customized Interactive Brokers account application experience based on IBKR's Application XML Schema. In Application XML, you use our schema as the basis for your own client account application, collect all of the required information about your client applicants using... MORE

Contributed by: Interactive Brokers

Default Risk

Parent Course: Introduction to U.S. Corporate Bonds

This lesson highlights the importance of default risk for corporate bond investors and ways in which it may be addressed. MORE

Contributed by: Interactive Brokers

Detailed TWS Chart Configuration

Parent Course: Introduction to Charts

This lesson will explain how to add data to your chart display and how to manipulate content using Global Configuration. By the end of this lesson, you should be able to locate and configure various items for chart display. MORE

Contributed by: Interactive Brokers

Do I Really Need to File a US Tax Return?

Parent Course: US Taxes for US Non-Residents

‘Do I need to file a US tax return?’ The answer can be fairly straightforward, but once you get away from having only investment income - Interest, Dividends, Payments in Lieu and securities transactions - the answer gets much more complex. MORE

Contributed by: Interactive Brokers

Dual FX Display

Parent Course: Trading Around the World

This is an important lesson for any investor wishing to understand the difference between converting or creating a currency balance and establishing a contract style position. The video details the two available order routing methods in TWS and what impact each method will have when viewing positions in Account Management. MORE

Contributed by: Interactive Brokers

Due Diligence (Part 1 of 3)

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine introduces IBKR’s Global Bond Scanner, which investors may use to search and select specific municipal securities, as well as chart their yield performance over time. This due diligence lesson is the first of three parts in the U.S. Municipal Bond Market video series, available at IBKR Traders'... MORE

Contributed by: Interactive Brokers

Due Diligence (Part 2 of 3)

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine explores how to compare the yields of a taxable corporate bond with a tax-exempt municipal security on both an in-state and out-of-state basis. This due diligence lesson is the second of three parts in the U.S. Municipal Bond Market video series, available at IBKR Traders' Academy. MORE

Contributed by: Interactive Brokers

Due Diligence (Part 3 of 3)

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine highlights the wealth of available information offered by IBKR’s Global Bond Scanner with which investors may use to conduct fundamental analysis on municipal securities. This due diligence lesson comprises the third of three parts in the U.S. Municipal Bond Market video series, available at IBKR Traders' Academy. 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

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

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

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

Essential components of TWS API programs

Parent Course: Python TWS API

This lesson will explore the essential components of a TWS API Python program. This includes the API classes EClient and EWrapper, a function call to create a connection to TWS, and a run loop for processing returned messages in the queue. We’ll walk through a simple “Hello World” example which implements each of these... 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

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

Form W-8BEN

Parent Course: US Taxes for US Non-Residents

The W-8BEN form for individuals is the "driver" or determining document for all non-US persons. It gives the US holder the necessary information to determine your tax status for US taxes. MORE

Contributed by: Interactive Brokers

Fractional Shares

Find out how you can trade almost any US stock - regardless of price - using Fractional Share trading. For more info: ibkr.com/fractions MORE

Contributed by: Interactive Brokers

FULL
COURSE

Fundamental Analysis

This course walks through basic fundamental accounting concepts covering Income Statement, Balance Sheet and Statement of Cash Flows, using available company data in TWS. MORE

Contributed by: Interactive Brokers

Fundamental Analysis

Parent Course: Introduction to U.S. Corporate Bonds

This lesson illustrates the complexities of conducting fundamental analysis using an example of a corporate bond offered during the Covid-19 pandemic. MORE

Contributed by: Interactive Brokers

General Obligation Bonds

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine provides some insights into general obligation bonds (GOs), including what differentiates these securities from other municipal debt offerings such as revenue bonds, as well as methods of analyses. This lesson is part of a video series on the U.S. Municipal Bond Market - available at IBKR Traders'... MORE

Contributed by: Interactive Brokers

Getting Started with IBKR Mobile on the Android

Parent Course: IBKR Mobile – Android©

In this initial lesson, we’ll show you how to access IBKR Mobile on your Android© device, and introduce you to customizing your Watchlists. MORE

Contributed by: Interactive Brokers

Getting Started with IBKR Mobile on the iPad©

Parent Course: IBKR Mobile – iPhone©and iPad©

In this Traders' Academy lesson we’ll discuss using IBKR Mobile on your iPad. We have explored IBKR Mobile on the iPhone in previous lessons and the functionality between the two is very similar. In this lesson, you'll learn how to: Navigate the IBKR Mobile iPad interface; Adjust the tab bar icons, create Watchlists and... MORE

Contributed by: Interactive Brokers

Getting Started with IBKR Mobile on the iPhone©

Parent Course: IBKR Mobile – iPhone©and iPad©

Join us on this initial lesson of IBKR Mobile for iOS. Learn how to: Successfully install IBKR Mobile for iOS and log in; Create Watchlists with a variety of financial instruments; Customize the column headers and rearrange the Watchlist layout; Import and sync Watchlists from desktop TWS and other mobile devices; and Configure column headers... 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 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 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 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 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

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

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

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

How to Add Contacts and Prospects

Parent Course: Advisors Orientation I

This lesson will show you how to add a single contact into the Advisor Portal either manually or with a vCard (electronic business card), and how to upload multiple contacts via an Excel workbook. MORE

Contributed by: Interactive Brokers

How to Invite Prospects to Open an Account

Parent Course: Advisors Orientation I

This lesson will show you how to invite a prospect to open an account using the Advisor Portal. Learn about the two methods for completing a client application; fully and semi-electronic. MORE

Contributed by: Interactive Brokers

How to Open an Advisor Master Account

Parent Course: Advisors Orientation I

This video will explain what you need to start your IBKR advisor application and the steps to open the master account. 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

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

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

IBKR Cash Products, Fixed Income and PortfolioAnalyst Solutions for Advisors

Parent Course: Advisors Orientation II

This lesson will tour a variety of cash products for your clients, such as the IBKR Debit Card program, Fixed Income investment products and PortfolioAnalyst tool which lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance... 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

FULL
COURSE

IBKR Mobile – Android©

This course will cover using IBKR Mobile on your Android© phone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide. MORE

Contributed by: Interactive Brokers

FULL
COURSE

IBKR Mobile – iPhone©and iPad©

This course is about using IBKR Mobile on your iPhone and we’ll also explore the iPad user interface. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide. MORE

Contributed by: Interactive Brokers

IBKR Mobile for Advisors

Parent Course: Advisors Orientation II

In this lesson we’ll show you how you can trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile. IBKR Mobile is available for both iOS© and Android devices. MORE

Contributed by: Interactive Brokers

IBKR Mobile Options on the Android

Parent Course: IBKR Mobile – Android©

In this Traders' Academy lesson we'll discuss viewing options using IBKR Mobile on your Android. You'll learn how to: How to view option chains; How to customize the option chain display. expiry, trading class, number of strikes and columns displayed; Create a multi-leg combo using the Strategy Builder; Explore the new Spread Template Grid... 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

IBKR’s Client Risk Profile Tool

Parent Course: Advisors Orientation II

The IBKR Client Risk Profile tool is designed to help Advisors determine the most suitable investments for their clients, based on each client’s risk capacity, risk need and risk tolerance. This information is collected through the distribution of a custom-designed client questionnaire. Advisors can view the scores through the Advisor Portal and can even... MORE

Contributed by: Interactive Brokers

IBKR’s RIA Compliance Center

Parent Course: Advisors Orientation II

Did you know that Interactive Brokers offers a wealth of information concerning RIA compliance right on the IBKR web site? Starting and registering your own advisory firm offers many benefits, including independence and the ability to control the advisory services your clients receive. But this increased freedom and control come with additional responsibilities,... 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

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

Installing & Configuring TWS for the API

Parent Course: Python TWS API

n this lesson, we describe where to find the software applications Trader Workstation (TWS) and IB Gateway on the IBKR website for downloading and installation. TWS and IB Gateway are the standalone software applications which offer a Python API that can be used with custom or third party trading applications. We then discuss the... 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

Interest Rate Risk and Central Bank Support

Parent Course: Introduction to U.S. Corporate Bonds

This lesson homes in on how interest rates affect the value, and ultimately the supply and demand levels, of corporate bonds, as well as how certain central banks have had a significant influence over activity in the market. 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

Intro to Stocks

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

FULL
COURSE

Introduction to American Depositary Receipts

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a... MORE

Contributed by: Interactive Brokers

FULL
COURSE

Introduction to Charts

In this course you will learn: • How to access and configure charts, so you can quickly visualize an event in real time. • Create Multiple charts in one panel • How to build and save chart templates for reuse, • And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader. 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

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

FULL
COURSE

Introduction to Municipal Bonds

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. municipal bond market, including the types of securities investors typically encounter such as general obligation bonds and revenue bonds. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with municipal... MORE

Contributed by: Interactive Brokers

FULL
COURSE

Introduction to Mutual Funds

We explain what mutual funds are and detail the different types of funds. The course also covers how mutual fund prices are determined, as well as explore different share classes and various types of mutual fund-related fees. 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

Introduction to Options – Pricing

Parent Course: Introduction to Options

The Options Pricing 101 lesson is designed to familiarize traders with the variables in options pricing models. MORE

Contributed by: Interactive Brokers

Introduction to Options – The Greeks

Parent Course: Introduction to Options

The Options Greeks 102 lesson is designed to familiarize traders with a set of Greek risk factors used to monitor a portfolio's profile. 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

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

Introduction to the Business Cycle

Parent Course: Introduction to Stocks

This lesson examines how fluctuations in the growth path of the economy can favor the fortunes of one sector over another. It also looks at the different stages of growth and what happens during each. MORE

Contributed by: Interactive Brokers

Introduction to TWS Charts – Course Overview

Parent Course: Introduction to Charts

This lesson will walk-through the TWS Charts topics that will be covered in this course. 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

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

FULL
COURSE

Introduction to U.S. Corporate Bonds

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and... MORE

Contributed by: Interactive Brokers

Investing for Clients Using TWS – Allocation Profiles

Parent Course: Advisors Orientation I

This lesson will show you the steps for creating Allocation Profiles. An Allocation Profile enables the Advisor to manually specify allocation amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate. MORE

Contributed by: Interactive Brokers

Investing for Clients Using TWS – Account Groups

Parent Course: Advisors Orientation I

Advisors can pre-trade allocate to client accounts using TWS by configuring which accounts will be included in a trade, and according to one of several methods, divide the shares between clients. MORE

Contributed by: Interactive Brokers

IRA Beneficiaries

Parent Course: Taxes and Retirement

The main topics of this lesson are: IRA Beneficiaries – Spouse and Non-Spouse; Roth IRA; and Trust as Beneficiary. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Login and Get Started with the Advisor Portal

Parent Course: Advisors Orientation I

After the Advisor master account has been approved and funded, the next step is to log into the AdvisorPortal. The Advisor Portal is a free and powerful client relationship management (CRM) platform for advisors on the IBKR platform. 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

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

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

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

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

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

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

Model Portfolio Overview

Parent Course: Advisors Orientation II

Advisor accounts using Model Portfolios can create theme-based investment strategies and invest client accounts directly into them. 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

Monitor Your Account and Portfolio

Parent Course: IBKR Mobile – iPhone©and iPad©

In this Traders’ Academy lesson we’ll be discussing monitoring your account balances and portfolio using IBKR Mobile on the iPhone. You’ll learn how to: View your account balances, margin requirements, available funds and market value; Access mobile Account Management for additional reports and to update trade permissions and market data subscriptions; View your portfolio... MORE

Contributed by: Interactive Brokers

Monitor Your Account and Portfolio – Android

Parent Course: IBKR Mobile – Android©

In this Traders’ Academy lesson we’ll be discussing monitoring your account balances and portfolio using IBKR Mobile on the Android phone. You’ll learn how to: View your account balances, margin requirements, available funds and market value. Access mobile Account Management for additional reports and to update trade permissions and market data subscriptions. View your portfolio and daily... 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

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

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

Mutual Fund Trading, Pricing and Fees

Parent Course: Introduction to Mutual Funds

The Main Goals: 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; Find out how mutual fund share prices are determined; Learn about the major share classes and the fees for... 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

Net Investment Income Tax

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Net Investment Income Tax; What is "higher income"?; What income is subject to the tax?; and Special Considerations for Partners/Business. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

Onboard Multiple Client Accounts using an Excel Workbook

Parent Course: Advisors Orientation I

In this lesson you’ll learn how to upload multiple client accounts into IBKR’s system using a single Excel workbook. MORE

Contributed by: Interactive Brokers

Option Chains, Portfolio Data and Account Information

Parent Course: Python TWS API

In this lesson, we discuss how to use the TWS API to receive option chains, portfolio data, and account information. For option chain data from the API, there are two functions available- reqContractDetails and reqSecDefOptParams -which are each appropriate in different situations, and sometimes used best in tandem. A short Python program is run... 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

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

Options on the iPhone©

Parent Course: IBKR Mobile – iPhone©and iPad©

In this Traders' Academy lesson we'll discuss options using IBKR Mobile on your iPhone. You'll learn how to: View option chains;How to customize the option chain display - expiry, trading class, number of strikes and columns displayed; Create a multi-leg combo using the Strategy Builder; and Add options and option combos to the... 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

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

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

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

Placing Orders

Parent Course: Python TWS API

In this lesson we discuss how orders can be placed, monitored, modified, and cancelled from the TWS API. To demonstrate the essential components necessary to place an order, a simple Python program is introduced which places an AAPL order to a paper account, and then prints order status messages to the console. Important topics... 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

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

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

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 – 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 – 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

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

Primary Market: Constructing an Initial Sale

Parent Course: Introduction to U.S. Corporate Bonds

This lesson offers insights into how a U.S. corporate bond is typically structured and priced in the primary market, including some of the regulatory rules that govern this process. MORE

Contributed by: Interactive Brokers

Purchasing and Transferring Mutual Funds

Parent Course: Introduction to Mutual Funds

The Main Goals: See how mutual funds can be purchased using Interactive Brokers’ trading platforms; Learn how to track trades and see when trades are entered, pending, accepted and confirmed; Find out how to transfer mutual funds from one bank or brokerage account to another. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Python TWS API

This is a course in programming with the Trader Workstation Application Programming Interface (TWS API) for Python developers. In this course, we describe how to get started in developing Python applications that use the API. MORE

Contributed by: Interactive Brokers

Quote Details & Charts

Parent Course: IBKR Mobile – iPhone©and iPad©

This lesson will explore IBKR Mobiles’ Quote Details & Charts. Learn how to: Launch multiple tools – Order Wheel, Option Chains and BookTrader; Customize the chart settings - bar size and type, volume, annotations and indicators; Add multiple studies such as: Momentum, Regression, Moving Averages and more!; View position, fundamental and volatilities for the selected... MORE

Contributed by: Interactive Brokers

Quote Details & Charts – Android

Parent Course: IBKR Mobile – Android©

This lesson will explore IB TWS’ Quote Details & Charts. Learn how to: Launch multiple tools – Order Wheel, Option Chains and BookTrader. Adjust the time periods and bar style on the Chart. View position, fundamental and volatilities for the selected instrument. Create orders and view news, research and reports. MORE

Contributed by: Interactive Brokers

Rebalance Portfolio Tool

Parent Course: Advisors Orientation II

This lesson will explore using the TWS Rebalance Portfolio Tool whereby advisors can automatically rebalance all accounts, a single subaccount, or a user-defined Account Group or Model. MORE

Contributed by: Interactive Brokers

Receiving Market Data and Historical Candlesticks

Parent Course: Python TWS API

This lesson will explore receiving market data and historical candlestick data from TWS using the Python API. We will discuss the different functions available for receiving streaming updates, real time bars, tick-by-tick data, and candlesticks, and discuss additional data modes available for receiving frozen and delayed data. In this context we will again consider... MORE

Contributed by: Interactive Brokers

Revenue Bonds

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine offers some insights about revenue bonds as part of a broader course on the U.S. Municipal Bond Market, available at IBKR Traders' Academy. 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

Sample Trading Strategy

Parent Course: Trading Using R

In this lesson, we will see how to construct and execute a sample trading strategy on TWS. 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

Secondary Market

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine details how investors can calculate accrued interest, as well as offers insights into other secondary market-related activities - all part of a broader video series on the U.S. Municipal Bond Market, available at IBKR Traders' Academy. MORE

Contributed by: Interactive Brokers

Secondary Market (Part I): Trading with the IBKR Bond Scanner

Parent Course: Introduction to U.S. Corporate Bonds

This lesson provides some insights into how to launch and use the IBKR Global Bond Scanner to locate and trade corporate bonds in the secondary market. MORE

Contributed by: Interactive Brokers

Secondary Market (Part II): Understanding Prices and Yields

Parent Course: Introduction to U.S. Corporate Bonds

This final lesson explores the differences between yields and prices in the U.S. corporate bond market, compares two debt instruments, and offers ways in which security valuations can change in the secondary market. 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

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

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

Setting Fees and Configuring Fee Templates

Parent Course: Advisors Orientation I

In this lesson, we will show you how to configure client fees using the Advisor Portal. There are a few ways to configure fees for a client, such as when sending a prospect an account invitation. You can set fees manually or use a client fee template; or, choose to configure fees later when... 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

Short-Term Notes

Parent Course: Introduction to Municipal Bonds

In this lesson, Interactive Brokers' senior market analyst Steven Levine gives an overview into shorter-term municipal securities, including TANs, RANs, TRANs and BANs, as well as more complex instruments such as auction rate securities (ARS) – all part of a video series about the U.S. Municipal Bond Market, available at IBKR Traders' Academy. 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

Sponsored and Unsponsored ADRs

Parent Course: Introduction to American Depositary Receipts

Lesson 2 covers the different types of ADRs and explains what Sponsored and Unsponsored ADRs are. In this lesson, we also explain the differences between Level 1, 2 and 3 ADRs and why companies might choose one type of ADR over another. 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

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

Tax Considerations

Parent Course: Introduction to Municipal Bonds

Interactive Brokers' senior market analyst Steven Levine provides a broad overview of tax considerations when deciding on a municipal bond investment, part of the U.S. Municipal Bond Market video series, available at IBKR Traders' Academy. MORE

Contributed by: Interactive Brokers

Tax Optimizer

Parent Course: Advisors Orientation II

This lesson will explore the IBKR Tax Optimizer tool which lets you manage your stock, option, bond, warrant, single-stock future and mutual fund gains and losses for tax purposes. MORE

Contributed by: Interactive Brokers

Tax Status – Trader or Investor?

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Trader or Investor?; Requirements to be a Trader; Facts and Circumstances; Tax Advantages; Audit Considerations; and Section 199A. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

Tax Treatment of IRA’s

Parent Course: Taxes and Retirement

The main topics of this lesson are: Roth IRAs and Roth 401Ks; Traditional and SEP IRAs; and Charitable Option. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Taxation of Interest

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Savings Interest; Certificates of Deposit; Commercial Paper; US Treasury Bills, Notes & Bonds; Municipal Bonds; Alternative Minimum Tax (AMT); and Original Issue Discount (OID). For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Taxes and Retirement

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries. 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

Toolbar Shortcuts for TWS Chart Analysis

Parent Course: Introduction to Charts

This lesson covers ways of using key Toolbar icons, as well as detailed instructions on how to create shortcuts for chart analysis in TWS. MORE

Contributed by: Interactive Brokers

Traded Partnerships and ETF Trusts

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Publicly Traded Partnerships; Pass - through Entity; Taxation Distributions; Reporting – the K-1; Cost Basis for Calculating Gain or Loss on Sale; and Section 199A - Qualified Business Income Deduction. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

Trading Expenses

Parent Course: US Taxes for Traders and Investors

The main topics of this lesson are: Margin Interest; Payments in Lieu (PIL) Paid; Tax Treatment; and Other Expenses. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

Trading using IBKR Mobile on the Android

Parent Course: IBKR Mobile – Android©

In this Traders’ Academy lesson we will be discussing trading using IBKR Mobile on your Android. We’ll cover using the Order Ticket, attaching orders and navigating the Order Entry Wheel and using iBot to trade. Plus, we’ll explore the BookTrader tool where you can transmit orders from a deep book ladder of... MORE

Contributed by: Interactive Brokers

Trading using IBKR Mobile on the iPhone©

Parent Course: IBKR Mobile – iPhone©and iPad©

In this Traders’ Academy lesson we will be discussing trading using IBKR Mobile on your iPhone. We’ll cover using the Order Ticket, attaching orders and navigating the Order Entry Wheel and using iBot to trade. Plus, we’ll explore the BookTrader tool where you can transmit orders from a deep book ladder of... MORE

Contributed by: Interactive Brokers

Traditional and Roth IRAs

Parent Course: Taxes and Retirement

The main topics of this lesson are: IRA Contributions - Traditional and Roth IRAs; SEP IRA Contributions; Distributions – Traditional and SEP IRA; and Distributions - Roth IRAs and Roth 401K. For this lesson refer to the Study Notes and watch the video for a synopsis. 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

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

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

TWS Beginners – Course Intro

Parent Course: TWS for Beginners

These lessons walk you through how to set up basic trades and how to configure your workspace to your satisfaction. You will learn how to configure the news panel to easily locate news and access available research from IBKR’s providers. Plus, we will help you get underway with several order types, chart configuration, creating... MORE

Contributed by: Interactive Brokers

TWS Chart Layout and Configuration

Parent Course: Introduction to Charts

Learn how to open or load a TWS chart and access configuration menus. This lesson will teach you simple TWS chart shortcuts, allowing you to change time periods, add simple studies, as well as show you how to control the display of candlesticks, bars and lines. MORE

Contributed by: Interactive Brokers

TWS Charts Futures Term Structure

Parent Course: Introduction to Charts

Learn how to view future term structures in TWS Charts which enable you to: - Compare the current term structure for an existing series of maturities with historical data points. - Customize the term by selecting preset or custom dates, you can quickly see how the pricing structure has changed over time. MORE

Contributed by: Interactive Brokers

TWS ChartTrader

Parent Course: Introduction to Charts

This lesson explains the integration of TWS ChartTrader within charts. Viewers will learn how to enable ChartTrader across TWS or simply within a single chart. Use ChartTrader to create and adjust orders to enhance your trading experience. MORE

Contributed by: Interactive Brokers

TWS Contract Specs and Descriptions

Parent Course: Introduction to Futures

Learn where to find product information including contract specifications and product descriptions. Understand where to locate trading hours and quickly see IB product margin requirements. 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

TWS for Futures

Parent Course: Introduction to Futures

The Main Goals: Quickly configure your screen for monitoring and trading futures products. Enter futures short codes Enter futures string Add multiple contracts Enter futures spreads 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 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

TWS FXTrader Tool

Parent Course: Trading Around the World

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

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

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

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