Interactive Brokers' stock sold off after the announcement, marking another leg down after a bad second half of That's probably not the company's fault, as the entire financial sector had a pretty terrible second half of the year.
I think the stock had perhaps run a bit too far, too fast. But with a current valuation of just under 20 times forward earnings estimates , now seems like a reasonable entry point for IBKR.
This decline should be mitigated, however, by the recent rise in interest rates Interactive Brokers' margin loans are floating-rate.
Given Interactive Brokers' low-cost stature in the industry, I expect it to continue to gain clients in the future and take market share. As stated above, Peterffy and Galik have the goal to make Interactive Brokers the largest broker in the world, and someday, I think it might get there. Discounted offers are only available to new members. Stock Advisor will renew at the then current list price. Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
Investing Best Accounts. Stock Market Basics. Stock Market. Industries to Invest In. Getting Started. Bank of America Corporation. Retirement Systems of Alabama. Russell Investments. Florida State Board of Administration. Daiwa Securities Group.
Federated Investors. Van Den Berg Management. Jupiter Asset Management. Janney Montgomery Scott. Prana Capital Management. Manufacturers Life Insurance Company. Tudor Investment Corporation. Wolverine Trading. Duality Advisers. Townsquare Capital. Quantbot Technologies. Parametric Portfolio Associates. Mutual Of America Capital Management.
Capstone Investment Advisors. Sei Investments. Victory Capital Management. Investmentaktiengesellschaft fuer langfristige Investoren TGV. Atria Investments. Texas Permanent School Fund. Amalgamated Bank.
Vestmark Advisory Solutions. State of Tennessee, Treasury Department. Raymond James Financial Services Advisors. UBS Group. Harbor Advisors. PEAK6 Investments. Rafferty Asset Management. Marks Group Wealth Management. Diametric Capital. Brian McDonald. Great-West Life Assurance Company. AWH Capital. MetLife Investment Advisors.
Us Bancorp. Walleye Trading. Jump Financial. AlphaCrest Capital Management. Vontobel Holding. Handelsbanken Fonder AB. ExodusPoint Capital Management. Winton Capital. Bridges Investment Management. Zacks Investment Management. Advisor Group Holdings. Ken Roberts Investment Management. Springbok Capital Management. Deutsche Bank Aktiengesellschaft. Rowe Price Associates. Treasurer of the State of North Carolina. Interactive Brokers has numerous screeners, tools, calculators, idea generators, and research to help you find your next trade.
The TWS Market Scanners tool lets you scan global markets for the top instruments including stocks, ETFs, options, futures, bonds, and indexes based on the parameters and filtering criteria you define.
You can use the 49 predefined scanners or create a custom one. It's possible to transmit orders directly from a scanner and save a scan as a template to use again.
The Fundamentals Explorer on both TWS and Client Portal dives deep into hundreds of data points covering historical trends, industry comparisons, key ratios, forecasts, ratings, ownership, and more. IBKR offers several tools to help you find your next options trade. The Probability Lab translates an equity's option price into the market's price forecast for that equity.
Customers enter a price forecast, and the Lab provides strategies with the richest Sharpe ratio. The Option Strategy Lab generates option strategies based on price and volatility forecasts for a stock. The Option Strategy Activity Scanner scans most active multi-leg option strategies for a given ticker, or you can search by other options-related metrics such as volume and open interest. There's also a Mutual Fund Replicator, which scans the market for lower-cost ETFs that replicate the performance of a specific mutual fund.
Customers can also use the Fundamentals Explorer tool to get detailed information on mutual funds, including expenses, performance, Lipper ratings, and more. You can search by asset class, include or exclude specific industries, find state-specific munis, and more.
This tool is not available on mobile. Charting helps you process market data into something meaningful. IBKR's charts are fully customizable, and you can set chart parameters, modify them from within a chart using the Edit menu, and save a chart layout as a template. You can choose the time period, primary display, bar type TWS native charting offers Line, Bar, Candle, Historical Volatility, Implied Volatility, Option Open Interest, Option Volume, Heikin-Ashi, and Hollow Candles , volume plot height, dividends, number of bars to display, and the vertical scale—plus dozens of additional chart parameters.
Technical traders will enjoy more than technical indicators and a suite of easy-to-use drawing tools. Numerous calculators are available throughout the platforms, including options-related calculators, margin, order quantity, interest, and financing. The blogs contain trading ideas as well. Dozens of real-time news sources are available on all platforms. This tool lets you dive deep into hundreds of data points covering historical trends, industry comparisons, key ratios, forecasts, ratings, ownership, and more.
You can see how a company compares to competitors and industry averages across various data points, as well as how the company has performed over time with historical trends.
IBKR Clients can set an account-wide default for reinvestment of dividends on qualifying stocks. The Impact Dashboard—available on TWS, Client Portal, and the mobile app—helps you evaluate and invest in companies that align with your values.
Select your investment criteria from 13 impact values and principles, including clean air, pure water, ocean life, land health, consumer safety, ethical leadership, gender equality, racial equality, LGBTQ inclusion, company transparency, sustainable product lifecycle, mindful business models, fair labor, and thriving communities.
You can also exclude investments based on 10 categories: animal testing, business ethics controversies, corporate political spending and lobbying, energy-intensive, fossil fuels, greenhouse emissions, hazardous waste, high water usage, tobacco, alcohol and gambling, and weapons and gun manufacturers. You can link your investments, checking, savings, annuity, incentive plan, and credit card accounts to get an overall view of your financial situation—and plan for the future.
The tool is free for all to use even if you don't have an IBKR account , but only customers get to use PortfolioAnalyst's advanced features and real-time portfolio updates. All balances, margin, and buying power calculations are in real-time.
You can calculate your internal rate of return in real-time, as well. IBKR's proprietary Tax Optimizer tool lets you set a default matching method, which you can override for specific symbols if desired.
You can save screenshots as part of a note, attach notes to trades, and configure charts to display both orders and executed trades. This is one of the more comprehensive trading journals available from any brokerage.
IBKR provides a broad range of investor education programs for customers and the public. Traders Academy revamped in is an online, on-demand resource that features a structured, rigorous curriculum intended for financial professionals, investors, educators, and students who want to learn about asset classes, markets, currencies, tools, and functionality available on IBKR's trading platforms.
Quizzes and tests benchmark student progress against learning objectives and allow students to learn at their own pace. Examples of course offerings include introductions to asset classes such as options, futures, forex, international trading, and bonds, and how to use margin. Some courses cover the various IBKR technology platforms and tools. The website includes a trading glossary and FAQ. IBKR and industry experts offer daily webinars. These events cover various topics, including how-tos for platforms and tools, options education, trading international products, and more.
There are hundreds of recordings available on-demand in multiple languages, including English, Spanish, Chinese, Italian, and French. IBKR has long been considered short on customer service, but the company is working to improve its reputation. One feature it added a couple of years ago is an IBot service, powered by an artificial intelligence engine, which answers questions asked in plain English.
IBot is available throughout the website and trading platforms and can help customers find answers—without having to endure long wait times. IBKR meets or exceeds industry security standards. This includes:. IBKR's pricing structure is complex, but details are readily available under the Pricing menu on the website.
0コメント