GlobalAnalyst is designed for investors who are interested in international portfolio diversification. It helps you find new opportunities to diversify your portfolio and discover undervalued companies that may have greater growth potential.
Compare the relative value of global stocks by region, country, industry or individually, and display metrics in one of 27 currencies. Use GlobalAnalyst to analyze current market or financial metrics such as P/E/G ratio (PE divided by three-year compound earnings growth rate). PEGs below 1.0 suggest an undervalued company, while a value over 1.0 suggests an overvalued company.
In addition, you can use the Industries filter to search across any of 10 business sectors and apply filters by region, country, and market capitalization. Already have a short list of companies? Click Your Companies to enter up to 25 symbols of interest. Try GlobalAnalyst today!
The projections or other information generated by Interactive Brokers' GlobalAnalyst tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.
IMPORTANT: Corporate data is provided by third-parties, and Interactive Brokers makes no warranties as to the accuracy of that data. You should do your own due diligence prior to relying on any such data displayed in GlobalAnalyst.
Use the IMPACT App to find and invest in companies that share your values.
IMPACT is a patent pending mobile trading application designed to help investors align their investments with their values. The app's simple and intuitive design streamlines the sustainable investing process for any investor. Define your personal investment criteria from among 13 impact values, and then use IMPACT to score your portfolio and identify companies that are more aligned with your values.
IMPACT also includes a "Swap" feature that gives you the ability to swap positions in the same dollar amount from one security to another. With a tap, you can buy and sell securities simultaneously, based on the comparative impact scores of one company versus another.
As an Interactive Brokers client, you can download the app and immediately log in using your existing credentials. Make an impact – download IMPACT, show the app to your friends, and use the app to better align your portfolio with the kind of world you want to create!
The IMPACT application is a product of Interactive Brokers ("IBKR") that allows clients to generate analysis of their IBKR brokerage accounts using environmental, social, and governance ("ESG") data provided by unaffiliated third-party data providers along with proprietary in-house algorithms and trade and account data contained in IBKR's systems. For more information, please see the "Interactive Brokers Disclosure regarding Use of IMPACT Dashboard and IMPACT App."
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial.
On December 7, 2021, Thomas Peterffy, Founder and Chairman of the Board of Directors at Interactive Brokers, reviewed Interactive Brokers’ continued growth at the Goldman Sachs US Financial Services conference. Highlights include:
We recently added functionality to Trader Workstation (TWS) and Client Portal to deliver a powerful and seamless trading experience across our platforms, whether you are trading from your desktop or on-the-go.
Visit the Release Notes section of the Documentation page to find out more about recent enhancements.
We recently added functionality to Advisor and Broker Portal to make it easier for you to manage your business.
If you were a user of WebTrader, please switch to Portal, IBKR Mobile or Trader Workstation .
Visit the Release Notes section of the Documentation page to find out more about recent enhancements.
The New Standard for Portfolio ManagementSoftware and Account Aggregation
PortfolioAnalyst offers multi-custody solutions, advanced reporting, global support, benchmarks, risk metrics, GIPS® verified returns, and powerful on-the-go analytics.1 Whether you are new to trading, an advanced investor or a financial advisor, PortfolioAnalyst is free to use.
PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current and historical financial state and plan for the future.
IBKR clients enjoy free, full access to PortfolioAnalyst's advanced features and receive real-time updates regarding their IBKR portfolio positions. Simply log in to Client Portal to access PortfolioAnalyst.
 In April 2021, PortfolioAnalyst was verified as calculating Time-Weighted Returns and Money-Weighted Returns in accordance with the Global Investment Performance Standards (GIPS®) calculation methodologies. GIPS was developed by the CFA Institute, is used by investment management firms around the world, and establishes standards for investment performance, making it easier for you to compare firms and make more informed investment decisions.
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
The Small Exchange is offering a limited number of complimentary lifetime subscriptions to the exchange. Subscribers benefit from reduced exchange transaction fees that are historically reserved for large institutions and exclusive market analysis. Visit the Small Exchange Subscriber Portal to learn more and claim your subscription.
The Interactive Brokers Mutual Funds Marketplace provides clients from over 200 countries and territories with access to more than 45,000 funds from 475 fund families, including Allianz, American Funds, BlackRock, Fidelity, Franklin Templeton, Invesco, MFS and PIMCO.
Unlike most firms, IBKR never charges a custody fee. In addition, we offer over 7,700 funds with no transaction fees and low, transparent commissions. Inside the US, commissions are the lesser of USD 14.95 or 3% of trade value, while fee funds outside the US are EUR 4.95 (or equivalent).
To help provide you with a broad selection of funds, we recently added the following fund families to the Marketplace:
In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Mutual Funds. Visit the Mutual Funds Marketplace to learn why.
Search for the best yields from a vast universe of bonds from issuers in the Americas, Europe and Asia in our Bonds Marketplace. IBKR provides direct market access at a low cost to a wide array of corporate, government and municipal securities. Our clients get the best bids and offers with low, transparent commissions and no hidden mark-ups.
Browse availability with our Bond Search Tool and:
Global Corporate Bonds
US Municipal Bonds
Non-US Sovereign Bonds
In February 2021, Benzinga recognized Interactive Brokers as the Best Broker for Bonds. Visit the Bonds Marketplace to learn why.
Our clients enjoy access to dozens of free and premium market research and news providers. New providers include:
MacroRisk Analytics was created by a group of veteran Economics and Finance PhDs who have published extensive academic research explaining the foundations and evidence supporting their model. They also have over 10 patents that cover their methodology. MacroRisk Analytics is a two-time winner of the William F. Sharpe Indexing Achievement Award, given at the Global Indexing & ETFs conference, sponsored by IMN and Euromoney Institutional Investor PLC. MacroRisk Analytics research reports are provided via their MacroRisk Research service.
The Economy Matters Research Reports:
The Economy Matters Research Report Previews:
To subscribe to MacroRisk Analytics, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.
QuantConnect is a leading algorithmic trading platform, with 10 years of experience and more than 8 million algorithms designed by its 160,000 strong quantitative community. Its cloud provides terabytes of free historical financial and fundamental data to test your strategies.
To subscribe to QuantConnect, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.
Trade Ideas is a cloud-based AI stock market analysis platform. Trade Ideas’ AI watches every stock and ETF in real-time to identify opportunities everyone else is missing.
To subscribe to Trade Ideas, log in to Client Portal, click the head/shoulders icon and click User Settings > select Research Subscriptions > select the Current Research Configuration icon.
Quantum focuses on emerging growth public companies that are seeking detailed equity analysis and extensive distribution aimed at the investment community. Quantum has a strong proven track record in the fields of Biotechnology/Pharma, Technology, Telecommunication, Media/News, Transportation, Insurance and Fintech.
Quantum Research is a complimentary service.
IBKR Campus is your one-stop destination for learning about the markets, products and tools available to you at Interactive Brokers, while improving your understanding of current events and financial technology.
Traders' Academy offers more than 50 courses on investment products, IBKR trading tools, portfolio and risk analysis, investment analysis, APIs, advisor tools and taxes.
During the past decade, so-called cryptocurrencies have risen in prominence to become an asset class with significant momentum. Use this course to learn more about cryptocurrencies and trading the asset class within TWS.
Watch, listen and learn about current market topics, IBKR tools and more by participating in any of our free webinars or browsing our extensive offering of recorded webinars.
Watch or read market commentary and analysis from more than 90 industry sources, including IBKR's Chief Strategist Steve Sosnick and Senior Analyst Steven Levine.
A free online resource for educators looking to blend finance or computer science classwork with real-world trading experiences.
A blog for quantitative professionals with an interest in programming, deep learning, IBKR API, AI, Blockchain and other transformative technologies influencing modern markets.
International Trading Calendar Holiday and Expirations HTML App
Our calendar displays exchange holidays and contract expiration dates for the major exchanges and products around the world. Use the HTML Calendar App on your desktop, laptop, tablet or mobile device.
IBKR AWARDS 2021
Interactive Brokers received industry-wide recognition for its low costs, global product selection and premium trading technology during 2021.
Interactive Brokers was recognized by Benzinga as Best Online Broker for Bonds and Best Online Broker for Mutual Funds
Supporting documentation for any claims and statistical information will be provided upon request.
Options and Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading options read the “Characteristics and Risks of Standardized Options”. Before trading futures, please read the CFTC Risk Disclosure. Copies of these disclosures are available here.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.