IBKR Fact Sheet

IBKR GlobalAnalyst

By comparing the prices and financial metrics of global stocks in the same currency, IBKR GlobalAnalyst helps identify new investment opportunities.

Fundamentals Explorer

Fundamentals Explorer provides comprehensive, worldwide fundamentals data to IBKR clients at no cost. It covers over 30k companies, shows more than 300 data points per company, has more than 80 sources for newswires and reports and features 5.5k+ analyst ratings from TipRanks.

Fractional Shares

With the introduction of fractional shares, Interactive Brokers created Cash Quantity Stock Orders, which let clients placer orders in a specific dollar amount instead of specifying the number of shares - eliminating the need to pull out a calculator.

Short Securities Availability

The Shortable Instruments (SLB) Search tool is a fully electronic, self-service utility that lets clients search for availability of shortable securities from within Client Portal.

Mutual Fund/ETF Replicator

Use the Mutual Fund/ETF Replicator to identify and invest in lower cost ETFs with similar strategies to higher-fee mutual funds.

Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account by allowing IBKR to borrow shares from you in exchange for cash collateral, and then lend the shares to traders who want to sell them short and are willing to pay interest to borrow them.

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.

OptionTrader

IBKR's proprietary trading tool for executing speculative trades or building complex, multi-leg orders to hedge a position.

Options Portfolio

Options Portfolio continuously and efficiently scours market data for low-cost option strategies to bring a portfolio in line with user-defined objectives for the Greek risk dimensions (Delta, Gamma, Theta and Vega).

Mobile Options Trading

Exercise options wherever you are with our new mobile option exercise tool. Choose a strategy and then simply tap different tiles in the grid to quickly change the legs that are part of the strategy.

Options Analytics

Manipulate key option pricing criteria – including price, time and implied volatility – and visualize the impact on premiums.

Options Strategy Lab

Generate potentially profitable stock and option combinations, based on your forecast for stock and ETF prices, market volatility and other market variables.

Probability Lab

Redefine the price and volatility outlook for an underlying stock or ETF, and identify potentially profitable options strategies, based on that view.

ComboTrader

Create proprietary combination order strategies or choose from multiple templates with pre-defined programs to execute futures trades.

SpreadTrader

Seamlessly integrated into Trader Workstation (TWS), SpreadTrader is the single-screen command center for managing futures positions.

Index Arbitrage Meter

Analyze index arbitrage strategies with the Index Arbitrage Meter, our measurement tool that illustrates the spread between futures contracts and their respective spot prices.

IBKR offers low and fully transparent commissions on bonds, with no mark-up on bond prices, and provides access to a full universe of US government securities, corporate bonds, municipal securities, CDs, and non-US sovereign bonds, plus fixed income futures and fixed income options. This is one of the easiest ways to get pricing on bonds, rather than calling around to various brokerages.

The Interactive Brokers Mutual Fund Marketplace provides our clients access to 43,000 + funds worldwide from over 600 fund families. It can be accessed by clients from over 200 countries and territories and includes many prominent fund families, including funds from Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS, PIMCO, Vanguard and many others. Over 18,000 funds are available with no transaction fees.

The Mutual Fund Search Tool can be used to identify funds by your country of residence, commission charged, fund type or fund family.

PortfolioAnalyst

PortfolioAnalyst is a robust performance reporting tool that lets you see the performance of all your financial accounts in one place on any desktop or mobile device. You can quickly link your investment, checking, savings, annuity, incentive plan and credit card accounts held at almost any financial institution. You can see summary values at a glance for each individual financial institution or consolidated across all financial institutions and different time periods, including current and prior balances, return percentage, and percent change in value. The tool also lets you drill down to view positions and transactions by account or by asset class.

PortfolioAnalyst is also available as a standalone product for non-clients. Standalone PortfolioAnalyst is also free. The tools show how much money people could potentially save or earn if they had an Interactive Brokers account.

Portfolio Checkup

Portfolio Checkup is an easy-to-use online portfolio analysis tool that provides people with a single page analysis of their current financial situation. This tool is also free for clients and non-clients.

Portfolio Checkup provides a detailed snapshot of your assets by:

• Return & Risk: Compare money-weighted or time-weighted return & risk measures to up to three benchmarks. Time periods include: 7 days, month to date, 1 month, year to date, 1 year, inception, and custom. This section is complimented by a distribution of returns bar chart.
• Asset Class Distribution: View amount (NAV) and % (Weight) by asset class with long and short breakout. Expand to see the composition of each asset class by position.
• Geographic Distribution: View amount (NAV) and % (Weight) by region with long and short breakout. Expand to see the composition of each region by position.
• Sector Distribution: View amount (NAV) and % (Weight) by sector with long and short breakout. Expand to see the composition of each sector by position.

Mutual Fund / ETF Parser

Also part of the PortfolioAnalyst tool, Mutual Fund / ETF Parser categorizes the individual components of stocks within mutual funds and exchange traded funds. This lets investors get an accurate, granular picture of their overall exposure to asset classes, industry sectors, and companies.

IMPACT App

A simple app for sustainable investing, IMPACT makes it easy to find and invest in companies that share your values, helping to better align your portfolio with the kind of world you want to create.

Carbon Offsets

Available in the IMPACT app, investors can use the Carbon Offsets tool to select from either greenhouse-gas emitting activities related to household, transportation and food, or enter a specific amount of carbon to offset in dollars or tons. Interactive Brokers seamlessly sources and retires the Carbon Credits at the appropriate agencies enabling investors to reduce their carbon footprints, while achieving broader sustainability goals.

Environmental, Social and Governance (ESG)

ESG scores from Refinitiv give you and your clients a new set of tools for making investment decisions based on more than just financial factors.

Impact Dashboard

Use the Impact Dashboard to identify and invest in companies that share the values held by your clients.

Our proprietary API and FIX CTCI solutions let institutions create their own automated, rules-based trading system that takes advantage of our high-speed order routing and broad market depth.

Order Types and Algos

90+ order types – from limit orders to complex algorithmic trading – help you execute any trading strategy.

Accumulate/Distribute

The Accumulate/Distribute algo can help you to achieve the best price for a large volume order without being noticed in the market, and can be set up for high frequency trading.

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

Advisors can use a more organized approach to investing client assets with Model Portfolios. Construct a custom portfolio of financial instruments, and then trade this model on behalf of your clients.

IBot is an Artificial Intelligence-powered resource that provides access to a wide spectrum of information, account data and trading tools. With IBot you can speak or type plain English commands to:

• trade stocks, options, futures, currencies and bonds
• get quick account information and manage your account
• get detailed quotes, run advanced scanners, see charts and fundamentals
• get fast answers to common issues and questions that previously had to be answered by Client Services

IBot can respond to:

• Plot SPY
• What's my P&L
• Chart AAPL vs MSFT
• Show my filled orders
• Buy 300 shares of IBKR
• Show top tech companies by volume
• and much more

Available within Trader Workstation, Client Portal and IBKR Mobile.