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Duration: 3:41

Instructor:

Contributor: Interactive Brokers

Level: Beginner

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.

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Study Notes:

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.

Account Selector

Once your logged into IBKR Mobile, access the Portfolio icon on the bottom of the screen.

If you look at the top left, you’ll see an account selector.  Just tap it to see any account groups, individual accounts and model portfolios that you may have previous defined within desktop TWS.

At this time, account groups, models and allocation profiles must be set-up in desktop TWS.

In this example, I’ll choose All under the group section, you’ll see a checkmark appear in the right column.  Click X to close the window.

On the Portfolio page, you’ll now see All under the account section, and All in the positions section.

Let’s go ahead and choose an individual account next.  Now, you’ll see the account id displayed at the top, followed by an investment section showing investments in models, followed by positions for this account.

If you tap Details at the top – you’ll see values for net liquidation, unrealized P&L and more.

Trading on IBKR Mobile

Let’s tap the watchlist icon and select the ticker symbol AAPL.

If you swipe down, you’ll see I am long 100 shares in my Tech model and Long several thousand shares in my independent position.

Let’s swipe up and select Buy.

At the top, you’ll see the account selector and this time I will select ALL.

The order now displays an allocation method pulldown. I’ll select Equal Quantity and increase my shares to 200, add a limit price and preview the order.

At the bottom of the preview page, you see the allocation among the client accounts.

The allowed column tells you how many shares are allowed to be allocated to a particular account. When an allocation order is submitted, the share amount to be allocated (desired) is determined based on the allocation criteria.  Once that desired amount is determined, the system then checks to see if that desired amount can be held (i.e. meet margin).  If the desired allocation passes the check, the amount becomes allowed.

Viewing Orders & Trades

To view your orders, click on the More icon on the bottom right and select Orders & Trades.  You’ll see the account selector on the top right.

All is already selected.

Here you’ll see the recent order we just placed and the status.

On the top of the screen, you can toggle onto the Trades screen and view your executions.

Creating Orders from the Portfolio screen

Another want to create an order is if you are on the Portfolio screen and you have selected a particular account or grouping, you can tap the Trade icon at the bottom of the screen.

You’ll see your recent activity on the lower part of the screen, plus recent symbols accessed along with last and change percentage displayed.

Here you can tap Buy or Sell to create an order.

Lastly, if we look at the Account screen, you’ll see the familiar account selector at the top.

Please be sure to check out the introductory IBKR Mobile courses within Traders’ Academy for iOS and Android devices.

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.

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