The latest updates to Client Portal let you:
The latest updates to Client Portal include:
Impact Dashboard: Use the Impact Dashboard to evaluate and potentially adjust your portfolio to invest in companies whose responsible world view coincides with your own. Choose the impact values and principles that are important to you, like Racial Equality and No Animal Testing. Then let the Impact Dashboard analyze and grade your portfolio based on how your positions align with your principles. The dashboard even shows how each individual investment is helping or hurting your overall Portfolio Impact Score. By viewing companies through an "impact lens" of your own design, you can clearly see whether their socially-responsible goals and principles line up with yours. Find out more by reading the Impact Dashboard White Paper.
Social Sentiment: Now you can see current and trending market sentiment scores for companies in your Watchlists and Portfolio with social sentiment data from Social Market Analytics Inc. (SMA). Data is derived from the content and volume of unique Tweets, which have been triple-filtered for relevance and credibility from the daily Twitter stream of over 500 million Tweets. Find out more by reading the Social Market Analytics White Paper.
The latest updates to Client Portal include:
The more you know about a company, the better investment decisions you can make. We've expanded our Environmental, Social, and Governance (ESG) ratings functionality to include the ability to identify companies engaging in controversial business practices that don't align with your values. Use the ESG tab in Fundamentals Explorer to tag such activities that concern you, like:
When you're researching a company in Fundamentals Explorer, look at the Principles section of the ESG Scores/Principles widget on the Overview page to see how a company's practices align with the principles you hold.
To define your principles, use the magnifying glass icon to search for symbol, or select an instrument from your Watchlist or Portfolio. Click Fundamentals from the top menu. In Fundamentals Explorer, select the ESG tab and use the Principles tile to read about and select business practices you don't support.
Available in Desktop TWS and Client Portal. Coming soon to IBKR Mobile. Watch for more ESG enhancements coming soon.
TipRanks ratings have been expanded to include non-US stocks, with added coverage for over 6,700 Canadian and European companies. TipRanks evaluates recommendations by financial analysts and bloggers, and then ranks their recommendations based on historical accuracy and performance.
To view TipRanks Ratings and Sentimental Analysis, search for a symbol and then open Fundamentals Explorer. Open the Analyst Ratings tab and then select TipRanks Ratings or TipRanks Sentiment.
Socially conscious investors can now factor ESG scores as they make their investment decisions on ETFs and Mutual Funds. Fund ESG scores are based on the weighted average ESG scores of the top company holdings. Holdings without ESG scores are excluded. Weighted average ESG scores are shown only for funds where at least 70% of their net asset value has ESG scores.
ESG Ratings include:
ESG Pillars include:
ESG scores are available in Client Portal within the Fundamentals tool for ETFs and within the contract details for specific mutual funds.
Client Portal now provides easy access to significantly more Mutual Funds data. Explore fund-specific data across multiple categories including Profile & Fees, Ratings, Performance, Holdings, Ratios & Fundamentals, and Risk & Statistics. Additionally, research and explore funds right in your Portfolio with our new mutual fund columns.
To access Mutual Fund data, enter a fund symbol in the Symbol Lookup field and pick Fund as the instrument. From the Overview, use the tabs along the top to change categories, or use the arrows in the upper right corner of any tile to open that page. Data is interactive in many areas; move your mouse over graphs and bars for more detail.
To explore funds in your Portfolio with new columns, open Portfolio from menu. In the upper right corner, click the three dots "more" menu and select Edit Columns. On the left side scroll down to the Mutual Funds categories and use the "+" sign to add columns to your Portfolio.
We have added a new Fundamentals section to the Client Portal Quote Details to ensure traders have access to our extensive fundamentals data on all of our trading platforms. The new Fundamentals section in Quote Details includes three categories - Company Profile, Financials and ESG - with more on the way.
To view Company Fundamentals, enter an instrument in the Symbol Look Up field at the top of Client Portal, then select an asset type. From the Quote Details page, click Fundamentals to view the Overview. Use the top menu to move between sections and see more details.
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.
The Client Portal Home page and Portfolio have been redesigned for a better balance of content and utility.
Log in to Client Portal using your account credentials from the Log In menu on the navigation bar of the IBKR website.
Client Portal now supports Bulletins to keep you apprised of system, exchange, and other issues. When you have a bulletin you'll see the yellow "bulletins" notification marker in the top right corner of the navigation bar between the User and Notifications icons . Tap the icon to view the system bulletin.
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