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Client Portal Release Notes

February 2021: Add Tickers to Nav, Set Alerts, Edit Watchlist Columns, Manage Mobile Trading Assistant

The latest updates to Client Portal let you:

  • Add custom tickers to the indices ticking along the top navigation bar. Use the More menu (three horizontal dots) and select Custom.
  • Quickly set an alert on an asset using the new bell icon in the Quote Details page.
  • Customize Watchlists by adding, removing and rearranging columns. From a Watchlist, use the More menu (three horizontal dots) and select Edit Columns.
  • Manage the Mobile Trading Assistant (MTA), used to notify you of market, account, position and order activities, from within the Client Portal FYI Notifications > Settings. Note that you need to specify a valid email address to receive Trading Assistant and Price Alerts. Use the Delivery Options tab (last entry


Client Portal Updates

January 2021: Impact Dashboard, Social Sentiment

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.

September 2020: Quote Details Updates; New Homepage Widgets; Market Indices

The latest updates to Client Portal include:

  • Move from contract to contract in Quote Details. For contracts in the same Watchlist, use the left/right arrows to the left of the symbol to move through contracts in Quote Details.
  • Home page now includes a News@IBKR widget so you can always see the latest IBKR feature and platform updates.
  • Home page includes new Statements widget that provides access to your activity statements for the past six months.
  • The Client Portal Benchmark Graphs are now populated using the same functionality used to create the Historical Perfomance Benchmark charts for PortfolioAnalyst.
  • See market indices ticking along the top of Client Portal.

July 2020: Align Your Investment with Your Principles

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:

  • Animal testing: Companies selling personal and household products and services that are tested on animals.
  • Business ethics controversies: Companies associated with the highest number of ethical, political and corruption-related controversies, as reported in the media.
  • Corporate political spending and lobbying: Companies that donate the most in support of political parties/candidates and spend the most on lobbying, relative to size.
  • Energy intensive: Companies with the highest total energy usage.
  • Fossil fuels: Companies that operate in the coal industry and /or are among the largest producers of oil.
  • Greenhouse emissions: Companies with the highest reported direct and indirect CO2 emissions.
  • Hazardous waste: Companies responsible for creating the largest volume of hazardous waste.
  • High-water usage: Companies with the highest levels of water withdrawals.
  • Tobacco, alcohol and gambling: Companies that derive revenue from the sale of tobacco and alcohol or from gambling activities.
  • Weapons and gun manufactures: Companies that derive revenue from the sale of military equipment and weapons.

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.


Align Investments with Principles


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.

February 2020: TipRanks™ International Expansion

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.

TipRanks Ratings and TipRanks Sentiment are available across all of our trading platforms including IBKR Mobile for iOS, IBKR Mobile for Android, and Desktop TWS.

January 2020: Environmental, Social & Governance (ESG) scores on ETFs and Mutual Funds

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 Score, an overall company score based on the self-reported information in the environmental, social and corporate governance pillars. (comprises Resource Use Score, Emissions Score Environmental Innovation Score, Workforce Score, Human Rights Score, Community Score, Product Responsibility Score, Management Score, Shareholders Score, and CSR Strategy Score).
  • ESG Controversies Score, which measures a company's exposure to environmental, social and governance controversies and negative events reflected in global media.
  • ESG Combined Score, an overall company score based on the reported information in the environmental, social and corporate governance pillars (ESG Score) with an ESG Controversies overlay. (comprises ESG Controversies Score, Resource Use Score, Emissions Score, Environmental Innovation Score, Workforce Score, Human Rights Score, Community Score, Product Responsibility Score, Management Score, Shareholders Score and CSR Strategy Score).

ESG Pillars include:

  • Environmental Score, comprising the Resource Use, Emissions, and Environmental Innovation scores.
  • Social Score, comprising the Workforce, Human Rights, Community, and Product Responsibility scores.
  • Governance Score, comprising Management, Shareholders, and CSR Strategy scores.

ESG scores are available in Client Portal within the Fundamentals tool for ETFs and within the contract details for specific mutual funds.


Mutual Funds in CP


December 2019: Enhanced Support for 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.

Mutual Funds in CP


August 2019: Company Fundamentals Added to Client Portal; IBot Provides Supplemental Information

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.


Fundamentals


August 2018: Redesigned Home and Portfolio Pages

The Client Portal Home page and Portfolio have been redesigned for a better balance of content and utility.

  • The information tiles have been reorganized; some have been moved, for example Account Metrics, Performance Chart and Asset Allocation Pies are now in the Portfolio page. Some new tiles have been added, including Net Liquidity over Time, Top Portfolio Positions, Market Overview, Manage Your Account with a list of suggestions.
  • Tiles are now all the same size and more uniform in appearance.
  • A new footer includes a mini site map with links to some of the most-used pages.
  • For ease of use, the word "Menu" now appears to the right of the the main menu icon on the Home page.
  • In conjunction with these changes, the Portfolio page has also been modified to include new tiles that were moved from the Home page.

Log in to Client Portal using your account credentials from the Log In menu on the navigation bar of the IBKR website.


Client Portal Home


Support for Bulletins

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.


See bulletins in Client Portal


The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy click here.

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

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