Interactive Brokers | NEWs @ IBKR Vol. 26

Request Trading Permissions

Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high-risk tolerance and the financial ability to sustain losses. For more information about the risks surrounding the trading of Digital Assets please see the "Disclosure of Risks of Trading Digital Assets". All trading and custody of digital assets is provided by Paxos Trust Company ("Paxos") in an account held in your name at Paxos. Digital assets held with Paxos are not protected by SIPC. Eligibility restrictions apply. For more information, please see ibkr.com/crypto.

INTERACTIVE BROKERS LLC IS A MEMBER OF NFA AND IS SUBJECT TO NFA'S REGULATORY OVERSIGHT AND EXAMINATIONS. HOWEVER, YOU SHOULD BE AWARE THAT NFA DOES NOT HAVE REGULATORY OVERSIGHT AUTHORITY OVER UNDERLYING OR SPOT VIRTUAL CURRENCY PRODUCTS OR TRANSACTIONS OR VIRTUAL CURRENCY EXCHANGES, CUSTODIANS OR MARKETS.

*For complete information, see cryptocurrency comparison chart.

NEW PRODUCTS

Interactive Brokers Expands Global Reach with Ljubljana Stock Exchange Access

IBKR has expanded its global offering by adding access to the Ljubljana Stock Exchange. With this expansion, clients can trade Slovenian equities alongside products from over 160 other global exchanges, including stocks, options, futures, currencies, bonds, funds, and more, from a single unified platform.

Please note that you will need “All Europe” or “Central Europe” trading permissions to trade the Ljubljana Stock Exchange. To update your trading permissions, log in to Client Portal, select the User (“head/shoulders” icon) > Settings > Trading Permissions > Stocks - Edit menu item.

Visit Exchange

New Tools

New Features Added
to IBKR Trading Platforms

We recently added functionality to deliver a powerful and seamless trading experience
across all our platforms, whether you are trading from your desktop or on-the-go.

IBKR Trader Workstation (TWS)

Our flagship desktop platform is designed for seasoned, active traders who trade multiple products and require power and flexibility. We recently introduced the following features and/or enhancements to TWS:

Forecast Contracts via ScaleTrader and Accumulate/Distribute Algo: You can now trade Forecast Contracts and Event Contracts using ScaleTrader and the Accumulate/Distribute Algo with TWS.
ForecastEx Contracts on select CME futures are now available for eligible clients (beta release).

IBKR Desktop

Our newest client-driven desktop trading platform combines the most popular tools from our flagship Trader Workstation (TWS) with a growing suite of original features suggested by our clients. Recent enhancements include:

Multi-Monitor Support
IBKR Desktop’s multi-monitor support helps you organize your workflow and multitask with ease.
Enhancements to Custom Layouts
Custom Layouts improvements make it even easier for you to focus on critical information and minimize clutter. From the Layouts menu, you can now select a Compact List layout or a default Option Trader layout.
Screeners Enhancements
Predefined screeners can now be included in your Screener list. In addition, we added a new tab called "Options" that contains various pre-defined underlying screeners tailored toward options traders and a “Complex Orders & Trades” screener that allows you to look at volumes by Option Strategies.

Contract Search
We added a comprehensive search tool that returns a list of products based on the filter criteria you have selected. Clicking a search result opens a window displaying the asset’s graph.
AI News Summaries
We now offer an AI-generated news summary which allows clients to access concise summaries of news articles, streamlining insights from leading providers, and making it easier for investors to stay informed.

IBKR Mobile

Used by experienced traders who need the power to trade stocks, options, futures, currencies, bonds, and more across more than 160 markets worldwide on-the-go. No matter where you are, you can access it all, including advanced order types and trading tools. We recently enhanced IBKR Mobile with the following features:

MultiSort Screeners
MultiSort Screeners lets you find and sort data using multiple factors simultaneously. This is essential for traders and investors who need to evaluate diverse information, such as fundamental data, past performance, and technical indicators. MultiSort makes it easy to input multiple preferences and quickly see the most relevant results. Choose up to 10 sort factors by selecting the toggle button to the right of the factor. Use the drop-down menus to specify whether a lower or higher value is most desirable. As you modify factors, the screener updates in real-time. Currently available on iPhone. Android arrives later this year.

Client Portal

Access all the features you need with our easy-to-use web platform. View, trade, and manage your account with a single login. No downloads are required. Visit our website to learn more.

Transaction History
Client Portal now includes a Transaction History section that provides a complete view of all your account transactions, allowing you to quickly view, search and filter your transaction history, including trades, dividends and transfers.

IBKR GlobalTrader and IMPACT by Interactive Brokers

IBKR GlobalTrader and IMPACT provide a streamlined experience for trading stocks, ETFs and options worldwide. Invest with as little as $1 and trade in fractions. Visit our website to learn more.

About IBKR Trading Platforms

[1] AI News Summaries are available to clients of our IB affiliates in Canada, the UK, Europe, Australia, Hong Kong, Japan and Singapore.

Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled "Characteristics and Risks of Standardized Options" by visiting ibkr.com/occ.

Multiple leg strategies, including spreads, will incur multiple commission charges.

IBKR Mobile QR code for either Apple or Android

Scan to download the
IBKR GlobalTrader app.

Scan to download the
IBKR Mobile app.

IMPACT QR code for either Apple or Android

Scan to download the
IMPACT app.

Download
IBKR GlobalTrader

Download
IBKR Mobile

Download
IMPACT

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at a lower cost.

NEW TOOL

New Services for
Advisors of Any Size

Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at a lower cost.

During Q1 2025, we rolled out several enhancements to our Advisor services, including:

Documents and Agreements Downloads: Eligible Advisors can now download certain agreements and documents as a zip file directly from Advisor Portal. Please contact IBKR to enable this service and note the user accessing the documentation must be a user of our Secure Login System Two-Factor Authentication.

Complex or Leveraged Exchange-Traded Products:
We modified the advisor account application to note that requesting CLP trading permission up front may help minimize delays if CLP permissions are requested after account opening.

Transfer on Death (TOD)/Account Inheritance:
The semi-electronic application now supports TOD for Joint Tenants with Rights of Survivorship and Tenants by Entirety.

Client Password Reset: Professional Advisors in the US can now use the Advisor Client Security Tool to directly assist their clients with password resets.

New End-of-Period Invoicing Method:
When invoicing a client, the advisor can choose either monthly or quarterly billing periods, or monthly or quarterly based on period ending values, and set a maximum fee as a percentage of net liquidation value.

Advisor Updates of Client Emails:
Users subscribed to our Streamlined Advisor Authorization model can now update client email addresses for those clients who participate in our Two-Factor Authentication (2FA) secure login system or retain access to the old email address.

Three-Tier Advisor Client Approvals:
Master/Top-Level advisors can now approve client applications under the second-level advisor master account.

Move Client to New Advisor:
Advisor clients can now move their accounts from one advisor to another as long as the client and FA are within the same entity and under the same pricing structure. In addition, the client cannot have open Money Manager accounts and cannot move if the new advisor cannot trade the same products as the client account.

Transaction History:
Advisor Portal now includes a Transaction History section that provides a complete view of all your account transactions, allowing you to quickly view, search and filter your transaction history, including trades, dividends and transfers.

FEATURED OFFERING

News and Research Providers Available on the IBKR Platform

Our clients enjoy access to dozens of free and premium market research and news providers. Featured providers include:

Discover
IBKR's Discover tool provides access to Acuity, a single, centralized research tool that consolidates real-time market data, news and analytics into a unified research platform. By combining traditional and alternative data, the Research Terminal helps accelerate research for swift and informed decision-making.

Focus: Research - Fundamental, Macro
Asset Class Coverage: Equities, Foreign Exchange, Commodities, Cryptocurrencies
Supported Languages: English, Traditional Chinese, Simplified Chinese, Japanese, Arabic, Russian, Spanish, Italian, German
Frequency: Real-time, hourly, daily

This is a complimentary tool and does not require a subscription.

Screener & Calendar
The Estimize earnings calendar displays companies reporting earnings on specific dates. It ranks the reporting companies according to their popularity, as determined by an algorithm that includes attributes such as how many estimates each company has. The Estimize Screener (Estimize Earnings Edge) allows you to screen the entire data set over a range of important variables such as release period, momentum, historical price, Estimize beats/misses, and Estimize win rate.

Focus: Strategy - Screening, Forecasting
Asset Class Coverage: Equities
Supported Languages: English
Frequency: Daily

Releases
Provides releases and estimates on individual contracts via Fundamentals Explorer.

Focus: Strategy - Forecasting
Asset Class Coverage: Equities
Supported Languages: English
Frequency: Daily

Estimize is a complimentary service and does not require a subscription.

Dashboard
Dashboard is a collection of macro, fundamental, and quantitative equity research based on the ISS Economic Value Added (EVA) investor platform. EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm's underlying economic profit rather than its accounting profit.

Focus: Research - Macro, Quantitative, Thematic
Asset Class Coverage: Equities
Supported Languages: English
Frequency: Intraday

EVA Equity Research
Provides fundamental and quantitative equity research on individual companies.

Focus: Research - Fundamental, Quantitative, Analyst Reports
Asset Class Coverage: Equities
Supported Languages: English
Frequency: Intraday

ISS EVA provides complimentary services and does not require a subscription.

Visit Sample Report

Wealth Insights
Illio is a complete user-friendly portfolio analytics and aggregation platform. The dashboard includes insights on markets and individual products.

Focus: Research - Macro, Quantitative, Thematic
Asset Class Coverage: Equities, Options
Supported Languages: English, Traditional Chinese, Simplified Chinese, Japanese, Arabic, Russian, Spanish, Italian, German
Frequency: Real-time

Backtester
The Option Backtester from ORATS helps users browse millions of robust, professional options backtests for the most common symbols and strategies. Quickly identify profitable strategies using over 30 different performance metrics and column filters. Each backtest includes a detailed trade log and a table of monthly returns for precise analysis. Customize backtests with clients' own entry and exit criteria, powered by the latest backtesting engine with end-of-day historical options data going back to 2007.

Focus: Strategy - Backtesting
Asset Class Coverage: Options
Supported Languages: English
Frequency: Daily

ORATS is a complimentary service and does not require a subscription.

Discover
IBKR's Discover tool provides access to TipRanks stock screeners, top analyst stocks, top ETFs by Smart Score and Upside, top insider stocks, trending stocks and more. Feature Explorer also includes stocks blogger opinion and sentiment, stocks crowd wisdom analysis, hedge funds trading activity, stocks insider trading activity, stocks Smart Score, and ETF analyst forecasts.

Focus: Strategy - Validation, Forecasting
Asset Class Coverage: Equities, Funds/ETFs
Supported Languages: English
Frequency: Intraday

Trading Central
Trading Central's patented pattern recognition applications continually scan 89 markets globally to provide coverage of over 75,000 instruments. Their insightful analysis and investment research tools enable users to find and validate suitable investment opportunities based on their individual preferences, optimize the timing of their trades, and continually learn about markets while running their own portfolios. Features include market buzz, economic insight, technical insight, technical views, featured ideas, and fundamental insight.

Focus: Research - Fundamental, Technical, Macro
Asset Class Coverage: Equities, Fixed Income, Foreign Exchange, Funds/ETFs
Supported Languages: English

Trading Central is only available in the listed professional data bundle.

News Services
Orbisa’s free news service details the top three most borrowed securities and relevant securities lending metrics. The newsletter is available for multiple markets and asset classes. Orbisa’s premium newsletter is available only to Orbisa Premium stock lending tool subscribers at no additional cost.

Focus: News - Global News
Asset Class Coverage: Equities, Fixed Income, ETFs
Supported Languages: English
Frequency: Weekly

Visit our website to learn more about the dozens of free and premium market research and news providers.

Search Global Availability

IBKR does not recommend or endorse any products or services of the listed providers.

NEW PRODUCTS

It is Easier than Ever to Find
Your Next Investment Opportunity

IBKR platforms make it easy to invest globally in stocks, options, futures, currencies, bonds, funds and more from a single unified platform. Our enhanced product and exchange search tool makes it easier than ever to explore the breadth of products available for trading on IBKR platforms.

New Exchanges and Products Available on the Interactive Brokers Platform

Canadian Securities Exchange (CSE)

All listed securities on the CSE are eligible for trading on the IBKR global platform. CSE, which is operated by CSNX Inc., was recognized by the Ontario Securities Commission in 2004 and was the first new exchange approved in Ontario in 70 years. The CSE offers investors access to a broad selection of growth companies through a liquid, reliable and regulated trading platform.

CME Group

As the world’s leading derivatives marketplace, CME Group is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products, and metals. The latest products available at IBKR include:

Monday - Thursday Options on Corn (ZC), Wheat (ZW), Soybean (ZS), Soybean Oil (ZL) and Soybean Meal (ZM) Futures
Soybean Oil (ZL) and Soybean Meal (ZM) Friday Weekly Options
Micro Futures on Corn (MZC), Wheat (MZW), Soybean (MZS), Soybean Oil (MZL) and Soybean Meal (MZM)
Solana (SOL) and Micro Solana (MSL) Futures
Natural Gas Monday (HN), Tuesday (IN), Wednesday (JN) and Thursday (KN) Financial Options
1-Ounce Gold Futures (1OZ)
Micro Japanese Yen/US Dollar Futures (MJY)

Euronext

Euronext is the leading pan-European market infrastructure, connecting local economies to global markets. It operates regulated exchanges in Belgium, France, Ireland, Italy, the Netherlands, Norway, and Portugal. With approximately 1,900 listed issuers, it has a strong blue-chip franchise and an unmatched diverse domestic and international client base. IBKR recently added the following Euronext mini stock options:

Amsterdam

ASML (ASLM)
ASM International (ASMM)
BE Semiconductor (BESM)

Paris

LVMH (MC1M)
Kering (KR1M)
L'Oreal (OR1M)
EssilorLuxottica (EF1M)

ICE Futures Europe

ICE Futures Europe is home to futures and options contracts for crude oil, interest rates, equity derivatives, natural gas, power, coal, emissions and soft commodities. The latest product available at IBKR is:

Three Month ESTR Indexed Futures Contract

Cboe CEDX

CEDX is Cboe's pan-European derivatives exchange, offering trading in index derivatives and single-stock options. Enjoy greater precision with free live prices and trade options on over 300 popular European stocks. During Q2 2025, IBKR added support for native options strategies (combos) on CEDX.

Singapore Exchange (SGX)

As Asia’s most international, multi-asset exchange, SGX provides listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and over 80% of listed bonds originating outside of Singapore. SGX is the world's most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN. In foreign exchange, SGX is Asia's leading marketplace and most comprehensive service provider for global FX over the counter and futures participants. IBKR recently added the following SGX product(s):

NSE IFSC Nifty 50 Index Futures: The Nifty 50 Index tracks the 50 largest and most liquid companies listed on India's National Stock Exchange (NSE), including sectors such as financial services, technology, oil & gas, and consumer goods. With Nifty 50 Index Futures, individual investors and institutions can efficiently manage portfolio risk and diversify into India's dynamic economy using a single, liquid product.

Korea Exchange (KRX)

KRX is the sole securities exchange operator in South Korea and was established in 2005 through the merger of the Korea Stock Exchange, Korea Futures Exchange and KOSDAQ. It operates three main markets: the KOSPI Market for large cap companies, the KOSDAQ market for tech and growth firms and the KONEX Market for smaller firms.

In March 2025, KRX received certification from the US Commodity Futures Trading Commission (CFTC) for KOSPI 200 and Mini KOSPI 200 futures contracts.
Persons located in the United States with Futures trading permission can now access KOSPI 200 and Mini KOSPI 200 futures.

No Transaction Fee ETFs

IBKR added the Ping An of China CSI HK Dividend ETF to its growing lineup of No Transaction Fee ETFs. This new addition gives investors an efficient and cost-effective way to invest in dividend-rich companies listed on the Hong Kong Stock Exchange. The Ping An of China CSI HK Dividend ETF tracks the CSI Hong Kong Dividend Index, which includes 30 highly liquid securities known for strong and consistent dividend payments.

Search Global Availability

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.

EXPANDED OFFERING

PortfolioAnalyst

Chart Your Way to Financial Independence with PortfolioAnalyst

PortfolioAnalyst consolidates your financial accounts, tracks account performance and activity, and provides a broad set of tools for analyzing your current state and planning for the future. Whether you are new to investing or a seasoned trader, use PortfolioAnalyst to view all your accounts from a single dashboard.

consolidate track and analyze your complete financial performance.

Brokerage Accounts

Bank Accounts

Annuities

Student Loans

Mortgages

Credit Cards

Auto Loans

Other Assets or Liabilities

All IBKR clients have free access to PortfolioAnalyst. Simply log in to Portal and select the Performance & Reports > PortfolioAnalyst menu item to get started.

This year we have introduced several new features and enhancements to PortfolioAnalyst, including:

Interest Rate Sensitivity Widget: View your fixed income portfolio’s interest rate sensitivity in detail, as a summary, and in a corresponding report section.
"What's New" Widget: View the newest enhancements, features and tools at-a-glance with the "What's New" widget.

PDF Report Generation: Generate a PDF for the data you are viewing in the Greeks, Attribution vs. Benchmark, Fixed Income, Projected Income and Activity widgets.
External Account Management: If external data becomes stale, select the "Refresh" option to update your information. If the data connection for your linked account breaks, you can select "Fix It" to repair the connection rather than having to delink/relink the account.

To learn more about these tools, please log in to PortfolioAnalyst or view our product documentation.

User Guide

Release Notes

The projections or other information generated by PortfolioAnalyst 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.

EXPANDED OFFERING

New Funds and Fund Families
Available at the Mutual Fund Marketplace

The Interactive Brokers Mutual Fund Marketplace provides clients from over 200 countries and territories with access to more than 43,500 funds from over 535 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 18,000 funds with no transaction fees and low, transparent commissions. Within the US, commissions are the lesser of USD 14.95 or 3% of the 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:

Global Fund Families

Aditum Investment Management (AE)
Arcus Investment Limited (LU)
Artemis Investment Management (LU)
Emirates NBD Asset Management Limited (AE)
Findlay Park Investment Management Ltd. (IE)
Goldman Sachs Equity Investment (NL)
Goldman Sachs Paraplufonds 4N (NL)
J O Hambro Capital Management Limited (IE)
KBI Global Investors (IE)
Kepler Partners LLP (IE)
Lion Global Investment Limited (SG)
Merian Global Investment (UK) Limited LTD (IE)
Partners Group (LU)
NS Partners Europe (LU)
Quilter Investors Limited (GB)
Troy Asset Management (GB / IE)
TwentyFour Asset Management LLP (GB)

US Fund Families

Grant Park Funds
Modern Capital Funds
Mondrian Funds

Launch Mutual Fund Search Tool

Mutual Funds are investments that pool the funds of investors to purchase a range of securities to meet specified objectives, such as growth, income or both. Investors are reminded to consider the various objectives, fees, and other risks associated with investing in Mutual Funds. Please read the prospectus accordingly. This communication is not to be construed as a recommendation, solicitation or promotion of any specific fund or family of funds. Interactive Brokers may receive compensation from fund companies in connection with purchases and holdings of mutual fund shares. Such compensation is paid out of the funds' assets. However, IBKR does not solicit you to invest in specific funds and does not recommend specific funds or any other products to you. For additional information please view our Mutual Fund Product Listings.

Smart Investors Never Stop Learning

Select the Research and Education menu in IBKR Mobile or visit ibkr.com/campus to learn more about current events, trading, financial markets and IBKR's trading tools.

Traders' Academy

Webinars

Traders' Insight

Podcasts

Quant

Student Trading Lab

2025

Share Your Opinion!

Vote for IBKR in the Waters Rankings 2025 Awards!

The Waters Rankings celebrate the outstanding initiatives, innovations, and achievements of technology and data providers in the industry over the past year. Voted on by thousands of end-users from both the buy side and sell side, the Waters Rankings offer a true reflection of the industry's top service providers across 35 categories. Voting is open through June 6, 2025, and takes just a minute or two to complete.

Vote for Interactive Brokers

Vote for Interactive Brokers in the Financial Times Investors’ Chronicle Survey!

The Financial Times Investors' Chronicle survey is an annual initiative conducted jointly by the Investors' Chronicle and the Financial Times. This survey invites readers to share their opinions on various investment platforms, stockbrokers, and financial service providers. The collected feedback contributes to the Celebration of Investment Awards, which recognize excellence in the investment industry.

Vote for Interactive Brokers

An Award-Winning Year!

In 2025, Interactive Brokers has been recognized around the world for low costs, breadth of product and advanced trading technology.

2025 StockBrokers.com Review

#1 Active Traders
#1 Ethical Investing
#1 International Trading
#1 Margin Trading
#1 Professional Trading
#1 Range of Investments
#1 Trader App
Best in Class Active Traders
Best in Class Beginners
Best in Class Casual Investors
Best in Class Ease of Use
Best in Class Education
Best in Class Futures Trading
Best in Class High Net Worth Investors
Best in Class Investor Community
Best in Class Mobile Trading Apps
Best in Class Options Trading
Best in Class Overall
Best in Class Passive Investors
Best in Class Platforms & Tools
Best in Class Range of Investments
Best in Class Research

2025 ForexBrokers.com Online Broker Review

5 out of 5 stars Overall
#1 Professional Trading
#1 ESG Offering
#1 Innovation
#1 Institutional Clients
#1 New Trading Tool
#1 Professional Trading
#1 Range of Investments
Best in Class Algo Trading
Best in Class Commissions & Fees
Best in Class Crypto Trading
Best in Class Education
Best in Class Mobile Trading Apps
Best in Class Overall
Best in Class Platforms & Tools
Best in Class Professional Trading
Best in Class Range of Investments
Best in Class Research
Best in Class TradingView
Best in Class Trust Score

2025 BrokerChooser Best Online Brokers

Best Online Broker
Best Broker for Stock Trading
Best Broker for Margin Trading
Best Broker for TradingView
Best Broker for Day Trading
Best Broker Account for Businesses

2025 Good Money Guide Awards

Best DMA/Investment Account
Best Futures Broker
Best Options Broker