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Duration: 7:25

Level: Beginner

This lesson will explore IBKR Mobiles’ Quote Details. Learn how to: launch multiple tools – Order Wheel, Option Chains and BookTrader; view position, fundamental and volatilities for the selected instrument; and create orders and view news, research and reports.

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Study Notes:

IBKR Mobile Quote Details screen displays in-depth data and a customizable chart for a selected instrument.  In this lesson we’ll show you:

  • How to navigate to the order wheel, strategy builder tools and more
  • View position, fundamental and volatilities for the selected instrument
  • Plus– show you the recent features that have been added to the Quote Details screen

You can access the Quote Details from the Watchlist, Portfolio, Scanner, and any screen that displays a market data line for an instrument.

Tap an instrument data line.

Then, tap again to view the full Quote Details screen.

At the very top of the screen, you’ll see the financial instrument displayed.

Above the financial instrument, you’ll see several quick links. Tap Watchlist to add an instrument to your watchlist.

Next, you’ll see that you can trade the instrument via the Order Wheel. The Wheel displays order details in the large center pane, with price selections to the left and size selections to the right. The Wheel can only be viewed in landscape mode. We’ll take a look at the functionality of the Wheel in more detail in a following lesson.

Back at the top of the Quote Details screen, you can also trade the instrument using BookTrader, which allows you to rapidly enter orders from a deep book window. You can use BookTrader to view a price ladder and to quickly submit buy or sell orders or create more complex buy/sell orders with profit taker, stop loss and bracket components. We’ll take a look at BookTrader in more detail in a following lesson.

Tap Options to view option chains for equities and futures that support options, including index options.  You can view chains by expiry – just swipe to see more. Tap a row to add it to your watchlist, create an order, and even open the Strategy Builder by using the slider to create complex and multi-leg strategies.

Back on the quote details screen – next to Options is Spreads. This will open up a spread template tool. We will explore option features in another lesson.

Back on Quote Details see the name of the financial instrument, exchange, and last traded price. Change value and change percentage are shown in either red or green based on directional movement. Today’s high and low are to the right, with bid and ask information directly below.

You’ll see a chart in the center of the screen. You can easily switch to another time period by tapping the time period button. Tap the setting gear icon to modify all the chart settings, including bar type and size, time period, and more.  We’re going to cover charts in another lesson, but for now, choose a time period and see the chart update to the selected period.

Below the chart, you’ll find the open, close, 52-week high, 52-week low, volume, implied and historical volatility, EPS, P/E, Dividends and Dividend Yield.

If you have a position for this instrument, you will see a Position section next. Here, you’ll see the P&L, whether you’re long or short, along with market value, average price, cost basis, and realized and unrealized P&L. Tap Close Position to close all or a portion of your position.

Tap Exit Strategy to set up an exit strategy order.

You can define a bracket order which is designed to help capture profit and help minimize loss.

Use one or both orders and modify as needed. Then tap Place Orders and view the order preview window to confirm the details, and if acceptable then slide to submit.

Below the position information, you can view the latest reports, just tap a line to view Calendar events and show dividends and events for the instrument.

iBot uses natural language processing and voice recognition, which means you just speak your command and you’re done. With iBot, you can retrieve information, such as upcoming dividend dates, corporate earnings, economic events, margin and more.

Then, there’s TipRanks which aggregates stock ratings made on stocks in the NASDAQ and NYSE, and tracks both the performance of analysts and bloggers who publish stock advice, as well as track the gains made by top hedge funds and corporate insiders. Below TipRanks, you can view the latest news and view the company’s profile.

Next, see ESG Ratings, which includes Environmental, Social and Governance Ratings, provide scores along several dimensions, such as Reducing Emissions and Human Rights, so investment decisions can be made on more than just financial factors.

Beneath that, Key Ratios are provided to inform you of essential investment factors such as Cash Flow per Share and Return on Investment, among others.

The Dividends section provides information regarding the sum of money paid out regularly by the company to its shareholders, drawing special attention to the company’s Payout Ratio.

Below Dividends, the Financials section highlights the company’s total revenue, net income, net profit margin, etc. to track its trend over time.

Next – tap Analyst Ratings to view targets and consensus.

Another feature is the Competitors section – a place where you can see which companies are closest in category to the company they are viewing, as well as view market caps.

At the bottom, tap the Sell or Buy buttons to create an order using the Order Ticket. If you are logged in using Read Only mode, you will be asked to complete the login process. We’ll walk through all of the order parameters in a following lesson.

If you want to configure the layout of the Quote Details screen just tap the configure icon on the top right. Here you can enable the 3-columns layout, uncheck a particular section and use the handles to rearrange the layout.

To go back to the Watchlist, simply tap the arrow on the top left.

As you can see, the Quote Details screen is packed with a lot of information and it’s designed with quick access in mind.

Now that you know how to navigate the Quote Details screen on the iPhone, let’s turn our attention to the next lesson on IBKR Mobile in Traders’ Academy.

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Supporting documentation for any claims and statistical information will be provided upon request.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Options Trading

Options involve risk and are not suitable for all investors. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD). To receive a copy of the ODD call 312-542-6901 or click here. Multiple leg strategies, including spreads, will incur multiple commission charges.

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