This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.

Instructor:

Contributor: Interactive Brokers

Level: Advanced

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.

Read More

Lesson: #1 Shorting Stocks on IBKR’s Trader Workstation (TWS)

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.

Lesson: #2 Pre-Borrow US Stocks for Shorting

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.

Lesson: #3 Stock Yield Enhancement Program (SYEP)

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.

Lesson: #4 Mechanics of a Short Sale

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 failing.

Lesson: #5 Short Selling and Margin

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.

trading top