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About Key Economic Events

Parent Course: Learn About Key Economic Events

Gross Domestic Product (GDP) is one of the most important and most talked-about data points in the trading month. MORE

Contributed by: CME Group

About the Retail Sales Report

Parent Course: Learn About Key Economic Events

The retail sales number is a crucial data point in the United States, and its release is one of the most market-moving events of the month. MORE

Contributed by: CME Group

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

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

An Introduction to Oil ETPs

Parent Course: Introduction to Exchange Traded Products (ETPs)

This lesson focuses on Oil ETPs and what investors should be aware of when deciding to invest in these products. MORE

Contributed by: WisdomTree Europe

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

Bands and Channels: Monitoring Extension and Momentum

Parent Course: Introduction to Technical Analysis

Bands and channels are one way to precisely define and to measure the distance that the market has moved from a moving average. In this lesson we’re going to look at some of the different types of bands, options for setting them up, specific ways to use them to quantify overbought/oversold conditions in markets,... MORE

Contributed by: MarketLife

Basic Chart Reading

Parent Course: Introduction to Technical Analysis

In this lesson we will cover basic chart reading. We’re going to look at candles, then we’re going to compare those candles to bars. We’re going to review some basic candlestick patterns, then chart patterns from traditional technical analysis. At the end of the lesson you’ll have a way of looking at... MORE

Contributed by: MarketLife

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

FULL
COURSE

Building a Trade Plan

Traders who win consistently treat trading as a business. While there is no guarantee that you will make money, developing a trading plan is crucial if you want to become consistently successful and thrive in the trading game. Every trader—no matter your experience—needs a plan. MORE

Contributed by: CME Group

Building a Trade Plan

Parent Course: Building a Trade Plan

Traders who win consistently treat trading as a business. While there is no guarantee that you will make money, developing a trading plan is crucial if you want to become consistently successful and thrive in the trading game. Every trader—no matter your experience—needs a plan. MORE

Contributed by: CME Group

Calculating U.S. Treasury Pricing

Parent Course: Introduction to Treasuries

Pricing U.S. Treasury bonds, notes and futures can look at first glance to be much different than the pricing of other investment products. MORE

Contributed by: CME Group

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

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

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

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

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 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

ETF creation and redemption

Parent Course: Introduction to Exchange-Traded Funds

The Main Goals: Discover how assets move in and out of ETFs; Delve into how ETFs are created; and Learn how ETFs are redeemed. MORE

Contributed by: WisdomTree

ETPs At A Glance

Parent Course: Introduction to Exchange Traded Products (ETPs)

This lesson provides an introduction to Exchange Traded Products (ETPs), including different categories and types of ETPs, as well as how they may offer investors certain types of exposure and returns. MORE

Contributed by: WisdomTree Europe

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

Fundamental Analysis – Futures Supply and Demand

Parent Course: Futures Fundamental Analysis

Supply and demand is a key economic concept that attempts to explain what the market is willing to pay for a given product, where the quantity produced is equal to the quantity demanded. This interaction is key to the analysis of the price of a futures contract. MORE

Contributed by: CME Group

Fundamental Analysis vs Technical Analysis

Parent Course: Futures Fundamental Analysis

There are many factors that traders look at and analyze when choosing a futures contract to trade. Some traders might look for trends on a chart while other traders might look to see if demand might be increasing for a commodity. MORE

Contributed by: CME Group

Fundamental Trading Methods

Parent Course: Trading and Analysis

Fundamental traders do well when they can recognize the potential for a significant price move toward or away from equilibrium caused by a change in the underlying supply or demand. MORE

Contributed by: CME Group

Fundamentals and Agricultural Futures

Parent Course: Futures Fundamental Analysis

Traders can use Agricultural futures to represent commodities, such as cattle, grains, corn or soy. The fundamental analyst will look at certain factors to help determine where the price of these commodities might move in the future. MORE

Contributed by: CME Group

Fundamentals and Energy Futures

Parent Course: Futures Fundamental Analysis

Energy products are varied and have many end-uses. Crude oil, for example, can be used to make gasoline or as a raw material in the manufacturing of plastics. Natural gas can be used for heating applications as well as a feedstock for plastics, chemicals and other applications. MORE

Contributed by: CME Group

Fundamentals and Equity Index Futures

Parent Course: Futures Fundamental Analysis

Fundamentals are important in the analysis of a futures contract price. Each futures market will have unique fundamental factors that will affect price. MORE

Contributed by: CME Group

Fundamentals and FX Futures

Parent Course: Futures Fundamental Analysis

Market participants can trade futures contracts that represent the relationship between two currencies, also known as the foreign exchange (Forex, FX) market. MORE

Contributed by: CME Group

Fundamentals and Interest Rate Futures

Parent Course: Futures Fundamental Analysis

When it comes to trading Interest Rate futures, traders have a variety of products to choose from. Short-term products, like Eurodollar and Fed Fund futures, and extending along the yield curve to longer maturity products like 5-year and 10-year Treasury Notes as well as 30-year Treasury Bonds. MORE

Contributed by: CME Group

Fundamentals and Metal Futures

Parent Course: Futures Fundamental Analysis

The fundamental analyst will look at certain factors to determine where the price of metals like gold and silver might move in the future. MORE

Contributed by: CME Group

FULL
COURSE

Futures Fundamental Analysis

Fundamental analysis is the process of determining the model price of a futures contract, now and in the future, using factors like micro economic data, macro-economic data, and industry financial conditions. MORE

Contributed by: CME Group

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

Get to know Treasuries CTD

Parent Course: Introduction to Treasuries

Now that you have a deeper understanding of the U.S. Treasury basis, we need to delve a little deeper into what is known as the cheapest-to-deliver (CTD) security. While each U.S. Treasury futures contract has its own basket of eligible securities for delivery, generally one, or sometimes two, price out to be most efficient... MORE

Contributed by: CME Group

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 are index values calculated?

Parent Course: Introduction to Indexes

The Main Goals: Traders’ Academy Students Can: Understand how index values are calculated Learn how those values are used to calculate performance Discover why index values vary widely across indexes and index providers Learn the difference between price return and total return index values MORE

Contributed by: FTSE Russell

How Can You Measure Risk in Treasuries?

Parent Course: Introduction to Treasuries

When it comes to measuring risk for fixed income (rates) traders and portfolio managers, they tend to use one or two yardsticks, value of a basis point and modified duration. MORE

Contributed by: CME Group

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

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 – 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’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

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

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

FULL
COURSE

Introduction to Exchange Traded Products (ETPs)

This course provides an overview of Exchange Traded Products (ETPs), including different categories and types of ETPs, as well as some of the opportunities and risks these products present to investors. Lessons in this course will also explore physically backed commodity ETPs, such as those underpinned by gold and silver, as well as synthetic... MORE

Contributed by: WisdomTree Europe

FULL
COURSE

Introduction to Exchange-Traded Funds

We explain what Exchange-Traded Funds are; how they differ from mutual funds; the types of ETFs available to you; where you can buy and sell ETFs; and how the basic structure of an ETF works. MORE

Contributed by: WisdomTree

FULL
COURSE

Introduction to Indexes

This course provides an introduction to indexes. You will learn what an index is, how it is used, and how index constituents are selected. We will discuss what it means for an index to be float-adjusted, as well as how index values are calculated, and how those values are used to calculate performance. MORE

Contributed by: FTSE Russell

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 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 Technical Analysis

A solid overview into modern technical analysis by long-time trader and best-selling author Adam Grimes. This course will give you a solid foundation in chart reading, understanding a trading edge, using indicators, and developing the process and skills to apply these tools in your own trading. MORE

Contributed by: MarketLife

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

FULL
COURSE

Introduction to Treasuries

Broaden your understanding of futures and Treasury markets with this course. MORE

Contributed by: CME Group

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. Equity Market Structure Course

This course covers the basics of U.S. exchanges and the rules that govern U.S. equities trading. Presented by IEX, it uses The Investors Exchange as an example for what happens to your order when it gets sent to a stock exchange. About IEX Group, Inc. IEX is a technology company committed to raising the bar for... MORE

Contributed by: IEX

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

Investing in Short & Leveraged ETPs

Parent Course: Introduction to Exchange Traded Products (ETPs)

This lesson explores short and leveraged (S&L) ETPs and what investors should be aware of when investing in these products – for example, daily returns and compounding. MORE

Contributed by: WisdomTree Europe

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

FULL
COURSE

Learn About Key Economic Events

As a trader, you will come across many factors that you must consider before entering or exiting the markets. Some of the most important aspects to look for are economic events that can move the markets drastically one way or another. MORE

Contributed by: CME Group

Learn about the Treasuries Delivery Process

Parent Course: Introduction to Treasuries

At the expiration of a futures contract, the contract is usually settled one of two ways, through a physical settlement involving a delivery of the underlying product or by means of a financial, or cash, settlement to an index or widely accepted price benchmark. MORE

Contributed by: CME Group

Liquidity and Immediacy

Parent Course: Trading and Analysis

There are three key features traders will look for when considering entering a new market. Does the market offer a tight bid/offer spread? Is it liquid? What are the trading hours? MORE

Contributed by: CME Group

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

Market Makers vs. Market Takers

Parent Course: Learn About Key Economic Events

Any thriving marketplace has two types of traders: market makers and market takers. MORE

Contributed by: CME Group

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

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 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

Moving Averages

Parent Course: Introduction to Technical Analysis

Moving averages may be used to filter out noise and show us trends. In this lesson we’re going to look at some different types of moving averages, ways to use different combinations of moving averages, crosses between moving averages and then we’re going to consider how they are used in traditional technical analysis. MORE

Contributed by: MarketLife

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

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

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

Physically Backed Commodity ETPs

Parent Course: Introduction to Exchange Traded Products (ETPs)

This lesson provides insights into the structure of physically backed commodity ETPs, such as those underpinned by gold and silver, and how they work. MORE

Contributed by: WisdomTree Europe

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

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

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

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

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

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-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

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

Step 1. Your Trade Plan Objective

Parent Course: Building a Trade Plan

Setting your trading objective is one of the most important steps in developing a trade plan, yet is the one step that most new traders neglect. Purposefully thinking about your objective helps you clarify what you plan to achieve, how you plan to do it, and by when. MORE

Contributed by: CME Group

Step 2. Methodology Behind Your Trade Plan

Parent Course: Building a Trade Plan

There’s a method to your madness, right? Now that you have your objective in mind and know where you’re going with your trading, it is important to describe how you intend to conduct your trading business in general terms, i.e., your methodology. MORE

Contributed by: CME Group

Step 3. Risk Management and Your Trade Plan

Parent Course: Building a Trade Plan

Risk management is absolutely essential in successful trading. At the outset, all you need to do is simply define your risk management approach and any specific rules you intend to use. MORE

Contributed by: CME Group

Step 4. Trading Strategies in Your Trade Plan

Parent Course: Building a Trade Plan

Now it is time to focus on putting together your trading strategies, which at this point mostly concern how you establish your entry and exit points. In many (if not most) cases, the timing of your position entries and exits will be the most stressful and thought-over parts of the entire trade. MORE

Contributed by: CME Group

Step 5. Keep a Trade Log

Parent Course: Building a Trade Plan

A trade log is an excellent tool for viewing the bigger picture. In one snapshot you can get an overview of your trading history and identify successes and mistakes made along the way. MORE

Contributed by: CME Group

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

Support and Resistance

Parent Course: Trading and Analysis

Original study notes from CME Group Education MORE

Contributed by: CME Group

Synthetically Backed Commodity ETPs

Parent Course: Introduction to Exchange Traded Products (ETPs)

This lesson offers insights into synthetic ETPs and what investors should be aware of when deciding to invest in these products – for example, spot versus futures exposure. MORE

Contributed by: WisdomTree Europe

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

Technical Analysis: What and Why?

Parent Course: Introduction to Technical Analysis

In this first lesson ‘Technical Analysis What and Why’ we're going to first consider why are people involved in markets; what's the goal of all trading and investing? Next, we're going to think about an “edge” in the market, where do people look for and find an edge, and last what is technical analysis. MORE

Contributed by: MarketLife

The Ball: Publicly-Listed Stocks

Parent Course: Introduction to U.S. Equity Market Structure Course

This lesson covers what it means to be publicly traded and the responsibilities of a listings exchange, including trading on multiple venues and the responsibilities of a listing exchange (auctions, surveillance, service). MORE

Contributed by: IEX

The Basics of Treasuries Basis

Parent Course: Introduction to Treasuries

In U.S. Treasury futures, the basis is the price spread, usually quoted in units of 1/32, between the futures contract and one of its eligible delivery securities. MORE

Contributed by: CME Group

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

The Importance of Consumer Confidence Surveys

Parent Course: Learn About Key Economic Events

Consumer confidence surveys are key indicators into the overall health of the economy. When people feel confident about the stability of their incomes, it influences their spending and saving activities. MORE

Contributed by: CME Group

The Playing Field & Referees: Exchanges and other Trading Venues

Parent Course: Introduction to U.S. Equity Market Structure Course

This lesson covers U.S. stock exchanges, alternative trading systems, and internalization. MORE

Contributed by: IEX

The Plays: Order Types and Algorithms

Parent Course: Introduction to U.S. Equity Market Structure Course

This lesson covers the speed of trading in the market today, basic order types, and an introduction to algorithmic trading. MORE

Contributed by: IEX

The Rulebook and the Regulators

Parent Course: Introduction to U.S. Equity Market Structure Course

This lesson covers the basics of the U.S. equities regulatory landscape, including the purpose of the stock market, the regulators, and key regulations and legislation. MORE

Contributed by: IEX

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

Trader Tips

Parent Course: Building a Trade Plan

Before you open your first trade, there's potential to make a couple of common mistakes. And as these are easily controllable, there's no reason to be caught out. MORE

Contributed by: CME Group

FULL
COURSE

Trading and Analysis

In this section, you’ll explore the differences between fundamental analysis and technical analysis. Then, you’ll learn an important concept that traders need to understand—the difference between trending and anti-trending markets. MORE

Contributed by: CME Group

Trading and Analysis – Fundamental Analysis

Parent Course: Trading and Analysis

Market fundamentals are the backbone factors influencing the price of the underlying asset upon which a futures contract is based. A fundamental analyst looks at two issues—supply and demand. MORE

Contributed by: CME Group

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 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

Treasuries Hedging and Risk Management

Parent Course: Introduction to Treasuries

Hedging interest rate risk with CME Group U.S. Treasury futures begins with identifying the futures contract’s cheapest to deliver (CTD) security. Once identified, we can determine the implied basis point value (BVP). BPV is also known as value of a basis point (VBP) or dollar-value of an .01 (DV01). They all refer the same... MORE

Contributed by: CME Group

Treasury Intermarket Spreads – The Yield Curve

Parent Course: Introduction to Treasuries

Original study notes from CME Group Education MORE

Contributed by: CME Group

Trend vs. Anti-Trend

Parent Course: Trading and Analysis

Original study notes from CME Group Education MORE

Contributed by: CME Group

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

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 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

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

Types of ETFs and where they trade

Parent Course: Introduction to Exchange-Traded Funds

The Main Goals: Find out about the different types of ETFs available; Discover more about sector, thematic, factor, and leveraged ETFs; and Learn where ETFs trade. MORE

Contributed by: WisdomTree

Types of Mutual Funds and Considerations

Parent Course: Introduction to Mutual Funds

The Main Goals: Understand what a mutual fund is; 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; and find out what to consider when deciding whether mutual... MORE

Contributed by: Interactive Brokers

Understand Treasuries Contract Specifications

Parent Course: Introduction to Treasuries

Futures markets trade standardized futures contracts, which means futures that share an underlying asset are interchangeable. They have certain terms that are clearly defined by the futures contract and are usually summed up the contract specifications. MORE

Contributed by: CME Group

Understanding Consumer Price Index and Producer Price Index

Parent Course: Learn About Key Economic Events

There are two inflationary measures in our economy, the Consumer Price Index (CPI) and the Producer Price Index (PPI). MORE

Contributed by: CME Group

Understanding Retirement Accounts

Parent Course: Taxes and Retirement

The main topics of this lesson are: Retirement Account History; 401k – 403B Plans; Roth 401k and IRAs Traditional IRAs and Rollover IRA SEP IRA; Other Plans and Inherited IRAs. For this lesson refer to the Study Notes and watch the video for a synopsis. MORE

Contributed by: Interactive Brokers

Understanding the FOMC Report

Parent Course: Learn About Key Economic Events

The Federal Reserve, also referred to as the Fed, is the central banking system of the United States and is responsible for guiding U.S. monetary policy. Economic policy announcements and public statements by the Federal Reserve are among the most highly anticipated trading events of the year, since implications for financial markets are so... MORE

Contributed by: CME Group

Understanding the Oil Data Report

Parent Course: Learn About Key Economic Events

There is no overestimating the importance of oil prices on the underlying health of the economy. As oil prices move up or down, inflation follows in the same direction. MORE

Contributed by: CME Group

Understanding U.S. Housing Data

Parent Course: Learn About Key Economic Events

The U.S. housing market is one of the most talked about sectors of the economy, and for good reason. MORE

Contributed by: CME Group

US Tax Reporting

Parent Course: US Taxes for US Non-Residents

This lesson will discuss US tax reporting and forms 1042S and 8805. MORE

Contributed by: Interactive Brokers

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