We are pleased to announce unlimited, commission-free trading of US exchange-listed stocks and ETFs - with no account minimums and no minimum activity fees - through our new IBKR Lite trading plan. Designed for the less active trader, IBKR Lite offers a simplified trading experience with free, non-consolidated market data for US stocks with CBOE ONE and low cost access to the global markets.
IBKR Lite supports trading on Client Portal as well as IBKR Mobile. To find out more, compare plans and request early access, visit the IBKR Lite information page. Currently available for clients in the US and India.
This release also includes support for Manual Order time entry for those accounts that require this feature.
Keep private data safe from prying eyes with Privacy Mode. Enabling this feature lets you see public data such as price and quantity, while keeping your account-specific personal data masked or hidden. To enable, tap the gear icon in your Portfolio or the Access & Security section of Configuration and then tap Enable Privacy Mode. Once enabled, get a quick peek at a sensitive value by tapping on the asterisks. Tap again to restore the asterisks and hide the value.
This release also includes several bug fixes to enhance overall performance.
Introducing the mobile FX Conversion tool, designed to simplify managing your balances. Additionally, you can now close a currency balance directly from your Portfolio or Account screen.
We continue to enrich the IBot user experience by offering supplemental articles and information from external sources, like Wikipedia and Investopedia. These third-party additions are clearly marked in the IBot's search results.
This release also includes several bug fixes to enhance overall performance.
The new Watchlist Library provides effortless synchronization of your Watchlists across all platforms, ensuring you get the latest version whether you're logging into mobile, desktop, or Client Portal. There is no need to decide which lists to import or sync, as all of your lists are always available no matter where you are. And we've made it easier than ever for you to get started by offering a library of Watchlists to jump-start your trading. In cases where you've added a product on desktop that isn't yet supported on mobile or Client Portal, it's preserved and displayed correctly in all versions.
Additionally, Position and P&L fields display values in base currency. In cases where that value has been converted from another currency, the value is shown in italics.
US clients can now use electronic transfers via the Automated Clearing House (ACH) network to quickly and securely deposit funds, pay subscriptions and other recurring expenses and more, right from your account. Enroll in the Integrated Cash Management program via the Transfer & Pay menu in Client Portal (Account Management) to get started.
MidPrice Orders for Stocks: Get the best balance between price and speed with the new MidPrice order type for stock orders.
ChartTrader: Now use this intuitivew and powerful tool to set order pricing right from your chart. Open the chart from the sidebar on order entry, or use 3D touch on the chart to define a limit order.
Calendar Events: Now view Instrument Details and place an order from your event.
Add Events to Device Calendar: Now you can add selected Events Calendar events to your device calendar. To do this, tap an event to display the Event Report. At the bottom right of the screen tap "Add to calendar." Agree to allow Events Calendar events to be added to your calendar once. You can also create an Alert using an event. From the Events Calendar, tap an event to open a report, and from the bottom left of the screen tap "Add alert." Use the wizard to finish creating the alert.
Login Numbers Row: We have added a row of numbers above the top row of letters on the virtual keyboard on the login screen to eliminate the extra tap needed to "show numbers" when logging in.
BBTV Asia: We've added a new video feed - Bloomberg TV Asia – to our mobile media lineup. To view BBTV Asia, use the Media tab on the News/Media page and select Bloomberg TV Asia. This feature is free to users and does not require any subscription.
New ESG and IV Data Points
Investors who are interested in considering more than just financial factors as they make their investment decisions now have a new tool in the form of Environmental, Social and Governance (ESG) scores from Thomson Reuters. You can display these data points as columns in your Portfolio, Watchlists and Scanners. To include these columns to a screen, tap the three-dot "overflow" icon and select Edit Columns.
Both combined and individual (pillar) scores are available. Data columns for Combined Scores include:
Data columns for category (Pillar) Scores include:
We've added 24 new IV data points to our trading platforms that you can display as columns in your Portfolio, Watchlists and Scanners. Implied Volatility (IV) data points for options include IV Percentile, IV Rank, IV High and IV Low, for 13, 26 and 52 week periods.
Historical Volatility (HV) data points include HV Percentile, HV Rank, HV High and HV Low, for 13, 26 and 52 week periods.
To add these data columns to a screen, swipe down to display the Edit feature, and tap the Manage Columns icon to the left of Edit. At the bottom of the screen tap +Add Columns. Find IV columns in the Options section, and HV columns in the Prices section.
The Event Calendar now includes institutional-quality global economic events data by Econoday. Their senior economists provide jargon-free, market-focused highlights for each event, which you can read by tapping an event headline to expand. To disable Econoday Events, tap the adjustor icon in the top right corner of the Event Calendar screen and use the Econoday Events toggle to disable this data.
The Events Calendar, from which you can view Corporate Earnings and Events, Economic Events, Dividends, Splits and IPO/Secondary Offerings - all from one screen - is now available on IBKR Mobile from the More menu.
Additionally, view Calendar Events for a specific instrument. From an asset's Instrument Details page, swipe up to display the "Calendar Events" option. Tap to display key events, then tap "All" events for the symbol to view the full Calendar for that symbol, or tap "View Calendar" to switch to the full Events Calendar page.
In addition to screen layout improvements throughout the app, we have added several other key enhancements:
The Trades section of the Orders & Trades screen now allows you to browse seven days of trades, instead of just today's trades.
You can now trade corporate and municipal bonds and mutual funds on-the-go with IBKR Mobile. This latest release also includes several minor bug fixes
By allowing you to define values you use most often, Order Presets decrease time to market for your orders.This feature is now supported in IBKR Mobile. Desktop-defined presets are saved to the Cloud and available for mobile trading. Additionally, you can create new presets for mobile on product types and for specific tickers. To manage and create mobile presets, use the Configuration menu and select Cloud and then Trading Settings. Select a product type and then modify Timing, Size, Primary Order, Target Order, Attached Stops, Miscellaneous, and Precautionary settings. To define a preset on a specific ticker, tap New Ticker-Specific setting at the bottom of the product type Presets page, and follow the wizard steps to "Create Preset for..." a specific symbol. You will see the current list of symbol presets for this product type and can edit them from this same screen.
Presets are applied automatically to your orders; if you create a stock preset for XYZ that includes a size of 500 shares with the Relative order type as the default, when you select XYZ to create an order it will be default start as a Relative order for 500 shares. You can always make changes to Preset values before you submit the order.
Note that IBKR Mobile does not support all of the preset parameters available in TWS for Desktop, and only displays values that are supported.
The Performance Profile helps demonstrate the key performance characteristics of an option or complex option strategy. Now view the Performance Profile for your spread in IBKR Mobile. From the Spread Template, tap the right arrow at the bottom of the spread to display more sections. Expand Performance Details and scroll down to view the P&L Performance Graph and Scenarios. Customize the Performance Graph by changing P&L to Delta, Gamma, Theta or Rho, and by using the Max Move percentages and available expirations.
When you access your Interactive Brokers Debit Mastercard from IBKR Mobile, you can now check your available spending limit prior to making a pre-authorization. Simply click "Check" under "How much can I spend." The value shown is the spending limit as of the time shown, e.g. Updated 1 minute ago, and shows the amount available for pre-authorization.
Additional enhancements include:
To help you understand at a glance the impact that trading a complex, multi-leg strategy will have on your account, we now include the label "Debit" or "Credit" along with the limit price.
Analyze option and spread characteristics, including Return-to-Risk Ratio, Profit Probability, Delta, Max Return, Max Loss and more with the Performance Details section of the Instrument Details (and Orders) screen. To manage the display of this and other sections and to change the order in which sections appear in the Instrument Details screen, tap the "More" icon in the top right corner of the chain, and then tap "Sections." Check or uncheck a section to display or hide it. Grab the "move" icon to the right of a section to drag its position up or down to change the section position on the screen.
Additionally, you can now view aggregated Theta and Total SPX (beta-weighted) Delta in your portfolio. Theta measures time decay for your options and futures options positions. A positive theta indicates that, all else remaining the same, the account value may grow over time. It may also indicate greater risk to your when the underlying price swings and raises implied volatility (from being short gamma). The opposite is true for a negative theta.The beta-weighted SPX Delta can help you understand your exposure at a glance (relative to the SPX index) which in turn may be helpful in deciding whether you want to hedge your portfolio by selling SPX Delta exposure, or increase your portfolio's exposure by buying it. To view, use the "Details" down arrow to expand the panel, and swipe left and right to view all available metrics.
This release also includes several back-end bug fixes to improve performance.
Create and Compare Strategies with Spread Template
Spread Templates make it easy to create a complex multi-leg spread by providing a pick list of the most used strategies and an intuitive grid display for spreads. The new Spread Templates let you:
Each box in the grid displays key information such as price, spread, delta and gamma. You can fine-tune grid strategies by adjusting filters.
To use the Spread Template, open Quote Details for an instrument and tap "Spreads" from the top row of action buttons. Alternatively, select "Spread Template" from the asset type list when searching for a symbol to add to a Watchlist. From the Spread Template, select a strategy, (e.g. Calendar, Vertical, or Diagonal). Choose either Calls or Puts, and use the filter icon to define date filters or to filter out weeklies. Once filters are defined, swipe through to find the best available strategies based on spread, price, Delta and Gamma. Tap a square to add the legs to the strategy at the bottom of the screen. Gamma and Delta are shown along with the combo premium, and update if you edit the strategy.
You can easily remove legs or change the leg ratio or leg side. Once your strategy is complete, use the icons below the legs to add the strategy to your Watchlist, trade the spread (Buy or Sell) or open Quote Details for the spread.
When viewing a chart in the expanded Instrument Details view, you can tap, hold and drag your finger across the chart to view the date/time wand. We have changed the display to show the date/time along the top of the chart (rather than at the bottom) so it doesn't interfere with the prices along the horizontal axis. The price for each date/time displays along the vertical price axis.
We have added an easy-to-read bid/ask display to the Instrument Details display. When you tap an instrument from a Watchlist or Portfolio, the BID and ASK size and price displays immediately below the instrument line.
Data Panel for iPad
For iPad, you can now view additional data using the slide-out account/instrument panel. Grab the panel using the vertical line on the bottom right corner of a screen. Tap, hold and swipe to slide out a data panel that shows key account metrics along with instrument data on a list of symbols. Tap the "Customize This List" icon to the right of the panel to modify the list of instruments displayed.
Note that our mobile trading app has been renamed "IBKR Mobile" and includes integrated IB Key second-factor authentication and IB Debit MasterCard authorization.