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Duration: 4:41

Instructor:

Contributor: Interactive Brokers

Level: Beginner

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; customize the IBKR Mobile’s tab bar, change the font size and add the company name to your instrument data line.

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Study Notes:

In this Traders’ Academy lesson we’ll be discussing viewing Scanners using IBKR Mobile on your iPhone.  Scanners allow you to quickly and easily scan global markets for the top performing contracts, in America, Europe or Asia including stocks, options, futures, indexes and more.

In order to view the Scanners in IBKR Mobile, tap the More icon on the bottom right and then within the Monitor section, select Scanners.

Choose from Device scanners or Cloud scanners and tap to display.  Cloud scanners were created on the desktop version of TWS and saved to the cloud.  If you don’t see any Cloud Scanners, you may not have elected to save them to the cloud.

To save your scanners to the cloud, access desktop TWS, use the Lock and Exit page in Global Configuration to enable both “Save market scanners to cloud” and “Use/store settings on server”.

You’ll see that a few scanners have been created and you can just tap the scanner to see the scanner results.  Tap on the quote line to see the mini-chart, today’s high and low, 52 week high and low and NBBO.  Just like the watchlist, tap again to see the Quote Details screen.

If you swipe down, you can edit the scanner.  Here you can see a full list of filter criteria. For stocks, you’ll see multiple option scans, charting filters for Extended Moving Average, MACD and fundamental data as well. In this example, I’ll add Price Below 50 and then tap Return. Then tap the blue Save Scanner button. The Scanner results will automatically display.

To create an entirely new scanner, tap + Add New Scanner. Select a region/instrument type pair, for example US Stocks, Europe Futures, Asia Stocks, etc.  Scanner types are based on the selected region/instrument. I‘ll go ahead and select US Futures.  Next, you’ll see a full list of scanners.  I’ll choose Most Active.  Now, you’ll see a full list of filters for this scanner type. I’ll tap Product Category and select Energy – and then tap Add Scanner. Now you’ll see the scanner results.

Configuration Tips

As you can see, IBKR Mobile has an intuitive and easy to use interface.  In this part of the lesson we’ll share a few tips on some customizations you might find useful.

Let’s say you want to change the icons displayed on the tab bar. Tap More and all available tab bar items are displayed. Lighter-colored icons are already in the tab bar. Drag an icon down to replace an existing icon in the tab bar. Tap Done on the top right to save your changes.

Here’s another tip – you can define a simplified user interface, if you prefer using buttons to submit your orders versus the contemporary slider.  To change, tap Configuration and swipe up to the Display section and enable Simplified user interface.

You can even change some of the text size to use a larger font.  Since we are already on the configuration screen, locate Larger Text Support and enable.  When this is enabled, the text size in certain screens will use the preferred reading size from iOS Settings.

You can enable Show Company name to display the company name below the symbol, this may be useful when viewing scanner results.

Display Combo Positions will enable you to view multi-leg complex strategies as a whole, disable to view only as individual legs.

There are a lot more configuration settings and you can find them all defined by accessing IB’s web site and going to the Education menu, selecting Documentation, IBKR Mobile for iOS.  Then select Get Started | Configuration, scroll down to see a list of all the setting choices.

In this lesson we have shown you how to run and create Scanners on your iPhone.  We also shared a couple of configuration tips to customize IBKR Mobile even more.

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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