If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Features in Focus

Technology
Features in Focus

Features in Focus provide in-depth descriptions and
instructions for some
of our most popular features.

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Accumulate/Distribute Algo

Accumulate/Distribute Algo

The Accumulate/Distribute algo comprises features, order types, strategies and conditions designed to help you achieve the best price for your large volume orders without being noticed in the market.

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Fundamentals Explorer

Fundamentals Explorer

Fundamentals Explorer provides comprehensive, worldwide fundamentals data to all IBKR clients, at no cost.

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Bracket Orders

Bracket Orders

Bracket orders are designed to help limit your loss and lock in a profit by "bracketing" an order with two opposite-side orders.

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Trade in Fractions

Trade in Fractions

With fractional shares you can divide your investments among more stocks to achieve a more diversified portfolio, and put small cash balances to work quickly to maximize your returns!

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Strategy Builder

Strategy Builder

The Strategy Builder makes it easy to build complex multi-leg options strategies. Used in conjunction with the Option Chains, you can create a host of common strategies with just one click.

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Impact Dashboard

Impact Dashboard

Identify the values that are important to you, tag the practices you find objectionable and use the Impact Dashboard to ensure your investments align with your values.

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Write Options Tool

Write Options Tool

The Write Options tool quickly shows all of your positions, long and short, and makes it easy for you to write covered options or buy protective puts.

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Rollover Options Tool

Rollover Options Tool

The Rollover Options tool quickly shows you all the options in your portfolio that are close to expiration, including sub-accounts.

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Exit Strategy

Exit Strategy

The Exit Strategy window highlights your potential profits and losses graphically – green for profit, red for loss – and includes a view into the probability that each order will be filled.

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Mobile Options Trading

Mobile Options Trading

Our innovative and intuitive tools provide a seamless options trading experience no matter where you are.

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Stock Yield Enhancement Program

Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account.

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TWS Layout Library

TWS Layout Library

Add as many layouts to TWS as you need. Each layout is available as a tab along the bottom of the TWS frame, and all layouts can be customized.

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Model Marketplace

Model Marketplace

Craft your ideal client investment model in record time with professionally built, research-driven models.

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Bond Search Tool

Bond Search Tool

Use our Bond Search tool to compare available yields from our vast universe of over 1 million bonds globally.

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Mutual Funds Search Tool

Mutual Funds Search Tool

IBKR has one of the largest Mutual Fund Marketplaces, with funds from Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS, PIMCO and many others.

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IB Risk Navigator

IB Risk NavigatorSM

A real-time market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes around the globe.

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Rebalance Your Portfolio

Rebalance Your Portfolio

Use the Rebalance Portfolio tool to redistribute the current position weighting in your portfolio.

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Model Portfolios

Model Portfolios

Advisors can use Model Portfolios to easily invest some or all of a client's assets into one or multiple custom-created portfolios, rather than tediously managing individual investments in single instruments.

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Client Portal

Client Portal

Access all the tools and features you need to monitor and manage your account. Easily see your essential account information, portfolio performance, notifications, and top news.

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Short Securities Availability

Short Securities Availability

IBKR’s Securities Loan Borrow (SLB) system is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within our Client Portal account management platform.

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Allocation Order Tool

Allocation Order Tool

Interactive Brokers offers a unique trade allocation tool that makes it simple for advisors to trade at the same price for multiple clients.

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Environmental, Social and Governance (ESG)

Environmental, Social and Governance (ESG)

Environmental, social and governance (ESG) scores from Refinitiv give clients a new set of tools for making investment decisions based on more than just financial factors.

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Volatility Lab

Volatility Lab

Our comprehensive kit of options volatility tools provides a snapshot of past and future readings for volatility on a stock, its industry peers and some measure of the broad market.

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FXTrader

FXTrader

The FXTrader provides an optimized trading interface with IB-designed tools to trade the currency markets.

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Stock/ETF Benchmarker

Stock/ETF Benchmarker

The Stock/ETF Benchmarker displays portfolio performance attribution values which update in real time throughout the day.

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Mutual Fund/ETF Replicator<

Mutual Fund/ETF Replicator

The Mutual Fund/ETF Replicator scans the market to find ETFs whose performance most closely parallels that of the fund or ETF you entered, and recommends the number of shares to buy to achieve that performance.

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Social Sentiment by Social Market Analytics (SMA)

Social Sentiment by Social Market Analytics (SMA)

Spot positive and negative changes in investor attitudes with Social Market Analytics’ (SMA) patented social sentiment processing technology.

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Split the Spread

Split the Spread

Split spread refers to any order priced within the spread between the bid and ask price. When filled, these orders yield significant price improvement.

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ComboTrader

ComboTrader

Quickly and easily create combination orders using Trader Workstation's Combo Selection tool.

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SpreadTrader

SpreadTrader

Trader Workstation's SpreadTrader helps you quickly and easily manage futures spreads from a single screen.

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Index Arbitrage Meter

Index Arbitrage Meter

The Index Arbitrage Meter illustrates the extent of the premium (or discount) of the lead month futures price above (or below) its fair future value with respect to the index price.

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OptionTrader

OptionTrader

OptionTrader is a robust trading tool that lets you view and trade options on an underlying.

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Options Portfolio

Options Portfolio

Adjust the risk profile of your portfolio. Find the most cost-effective way to achieve your objective in Delta, Gamma, Vega or Theta by describing your objective and specifying any conditions.

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Option Analytics

Option Analytics

The Option Analytics Window lets option traders visualize changes in an option's price with respect to unit changes in Greek values.

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Option Strategy Lab

Option Strategy Lab

Create and submit simple and complex multi-leg option orders that are based on your price or volatility forecast using the Option Strategy Lab.

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CME Micro Bitcoin

CME Micro Bitcoin

At 1/10 the size of one bitcoin, Micro Bitcoin futures (MBT) provide an efficient, cost-effective way to fine-tune bitcoin exposure and enhance your trading strategies.

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Excel and the TWS API

Excel and the TWS API

This course covers the API basics and how you can use Excel together with TWS to manage your account and automate your trading.

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Neutral Option Market Strategies

Neutral Option Market Strategies

Learn how to define short straddles and short strangles and under what conditions they may pose positive or adverse effects on profits and losses.

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IBKR GlobalAnalyst

IBKR GlobalAnalyst

Quickly scan the globe for undervalued stocks, comparing relative valuations individually or by regions, countries or industries.

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Attach an FX Order to Trades

Attach an FX Order to Trades

In TWS, attach an FX Order to your international stock order when purchasing a stock1 to avoid interest charges from financing the purchase.

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TradingView

TradingView

Spot opportunities across global markets with TradingView, a social network of 30 million traders and investors using world-class charts and tools.

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Create, Modify and Transmit Orders within the Book Price Ladder

Create, Modify and Transmit Orders within the Book Price Ladder

BookTrader lets you create, modify and transmit orders for a single instrument from within the book price ladder. Create an order at any price, including the best bid and ask, with a single click.

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Portfolio Performance Profile

Portfolio Performance Profile

Add or remove hypothetical positions to and from your existing portfolio to see how these changes affect key portfolio metrics. Then, if you like the results, create and submit live orders to add these positions to your actual order.

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Integrated Stock Window

Integrated Stock Window

The Integrated Stock Window includes the data and order management tools a trader needs to analyze the current market, track activity, make trading decisions and place orders for a selected security.

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IBKR Forum

IBKR Forum

The IBKR Forum lets clients access the knowledge and experience of the IBKR client base. Post observations, ideas, articles and questions, and engage with other clients to create a useful online exchange.

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Overnight Trading Hours

Overnight Trading Hours

Trade select US ETFs around the clock, five days per week. Access US ETFs when market-moving news happens and trade during Asian market hours or whenever it is convenient for you.

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Recurring Investments

Recurring Investments

Setup and execute a predetermined investment strategy by automatically investing funds on a recurring schedule.

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Disclosures

  1. There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign exchange trades can vary due to time zone differences and bank holidays. When trading across foreign exchange markets, this may necessitate borrowing funds to settle foreign exchange trades. The interest rate on borrowed funds must be considered when computing the cost of trades across multiple markets.