Version 8.45 - December 04, 2017

iPhone X Support; Close One Side of Combo; Improved iPad Display; Improved Charts

This latest release includes feature support for iPhoneX plus some iPad and charts improvements:

  • Allows screens to use the full height of the iPhoneX expanded display.
  • Supports FaceID for login authentication on iPhoneX.
  • You can now close just one side of a complex, multi-leg combo position (the Call side or the Put side) using the "Close Side" button next to "Close Position" in the Quote Details window for the position. Tap "Close Side" and then elect to "Close combo calls" or "Close combo puts." Confirm the closing orders and Submit. The remaining legs will be displayed as independent positions.
  • Improved display for the iPad includes a button to expand charts in a Quote Details page to almost full screen. Tap outside the chart to go back to original size. Additionally, define the chart size for Quote Details charts display from Configuration. Select "Chart Size" and choose to make the default chart size Normal, Large, or Larger.
  • We've also made it easier to change the time period on charts by displaying multiple time periods across the top of the chart.
Version 8.44 - October 17, 2017

Futures Options Chains and Advanced Chains Filters

You can now enjoy revamped chains specifically designed for futures options traders from the Order Ticket, and from a futures Quote Details page by tapping "Options".

  • The underlying futures month is displayed in the expiry description in the chain.
  • The Strategy Builder (combo builder) can help you easily build complex, multi-leg futures options orders. Open this tool from the Order Ticket and Contract Details screens for the relevant instruments.
  • Add new futures options complex orders to your Watchlist to trade, and view the Greeks for complex orders on the Watchlist and for complex positions on the Portfolio page.
  • We've added sophisticated filter and display settings for chains on options and futures options. View current filters by tapping the vertical dots on the top right of the chains screen. Change filters by tapping one of the displayed values. Filter Strikes, Time Period and Trading Class. Control whether "Days to Last Trading Day" is displayed under the expiration.
  • For greater convenience, you can now search for futures contracts by typing the month/year abbreviation, e.g. NGZ7 for Henry Hub Natural Gas.

A new panel in the Option Chains screen above the chains expiry shows underlying information, including last traded price, change since last trade, change%, bid price and ask price. This data is also available for delayed data. Use the expand arrow to the right of the ask price to view more data, including VWAP, option volume, IV Last, IV/Hist Vol, P/C Int, P/C Vlm, IV Cls, IV Change, Hist Vol, Hist Vol Cls, and Opt Vlm Chng. To see all values, swipe right or left.

Version 8.43 - October, 2017

Expandable Underlying Info for Chains; Updated Chains Settings; New Time Vol% Column

A new panel in the Option Chains screen above the chains expiry shows underlying information, including last traded price, change since last trade, change%, bid price and ask price. This data is also available for delayed data. Use the expand arrow to the right of the ask price to view more data, including VWAP, option volume, IV Last, IV/Hist Vol, P/C Int, P/C Vlm, IV Cls, IV Change, Hist Vol, Hist Vol Cls, and Opt Vlm Chng. To see all values, swipe right or left.

chains


You can also easily manage option chains settings by tapping the "sliders" icon above the information panel on the right. Use buttons at the top to specify number of strikes and standard deviations, time period and toggle to show "Days to Last Trading Day" in chains below the expiry, and trading class. Tap Manage Columns on the bottom right of the screen to select columns to show, and use the tap and hold the three-line icon to the right of each column to drag and reposition the order of columns.

You can now add the Time Value% column to Watchlist, Portfolio and Option Chain screens. Find the "Time Value%" column in the Manage Columns section of the chains window. To add to Portfolio, tap the gear icon to the right of the Search for Symbol field then tap Manage Columns. To add to Watchlists, tap the blue Manage Columns icon to the right of the Search for Symbol field.

Version 8.42 - September, 2017

Order Wheel Enhancements; MID Price Highlighted in Price Wand

Order Wheel: We've significantly enhanced the Order Wheel, our innovative mobile trading feature that lets you quickly submit orders, even when you're on the go. Here's what's new:

  • Order Presets, which are defined in your desktop TWS and accessed through the cloud for mobile orders, are used in several ways:

    • The quantity wheel uses Preset defaults to more accurately center values. For example, if you have the default option order size set to 8, the absolute quantity wheel will center around this value.
    • If you have defined an attached order default in your preset for a specific instrument type, you will see this attribute in the Order Preview display (although you can't manage attached orders within the Order Wheel itself).

  • You can now access the Order Wheel from the navigation menu, right under the Order Ticket. It's also still available by tapping "Wheel" within a Contract Details screen for a specific asset.

  • We now support a broader range of products that can be traded through the Wheel, including those products that have delayed or frozen market data.

  • The Tick Increment view of the price ladder is available for one-sided quotes, where either the bid or ask is missing.

  • Prices are now shaded in the absolute Price Ladder. Values at the bid and below are shaded light blue. Values at the ask and above are shaded light red.

To find out more about the Order Wheel, see the Feature in Focus page.

Price Wand: In the order entry Price Wand, which you access by tapping the price field of an order, you will now see the midpoint of the bid/ask clearly labeled as MID within the wand. The MID price is also locked in the always-visible price panel at the bottom of the wand for easy selection, along with the BID and ASK prices.

Account Field Names: The Account page will now display the full field names when the device screen size can accommodate them. Otherwise, field names will be abbreviated.

Version 8.41 - September, 2017

Extend Trading with Passcode Security

Users who have enabled Passcode security to access their mobile device can now enjoy secure trading for up to 12 hours using your passcode to authenticate, without having to complete the full login.

If you prefer to complete the full login process each time, disable Auto-reconnect in IB TWS for Mobile Configuration. For up to 30 hours of secure trading access, enable Touch ID on your device and use your fingerprint to authenticate. See notes for release 8-37 below.

Version 8.40 - August 16, 2017

Touch ID Grace Period

If you are using Touch ID to authenticate into TWS, you now have a 20-minute grace period to take a call or use another app before you will be required to provide a fingerprint.

Version 8.39 - August 7, 2017

IBot Gets Smarter; Support for Larger Text

IBot gets smarter

As we improve the artificial intelligence that powers IBot, our first step was to revamp IBot's user interface to make it easier to apply machine learning, based on how you interact with it. Improvements to the interface include:

IBot 2.0


  • Better presentation of information. Key elements are easier to spot in the new design which uses the full screen instead of limiting commands to text bubbles.
  • Color-coded shortcuts. IBot's "next step" shortcut buttons are now displayed vertically, and are color-coded to help identify their function quickly ("Buy" buttons are blue, "Sell" buttons are red. All others are gray).
  • When you enter a command, it now displays in the top right corner of IBot for easy reference.

Try out this improved version of IBot by tapping the "More" icon in the bottom right corner and selecting "IBot - type to trade."

Support for larger text

If you have specified a preferred reading size for text in iOS Settings (General > Accessibility > Larger Text) you can apply this feature in IB TWS for Mobile from the Display section of Configuration by enabling "Larger Text Support."

Version 8.38.1 - July 28, 2017

A Novel Way to Trade On-The-Go

Our innovative Order Entry Wheel in Contract Details leverages IBKR market knowledge to capture better prices by splitting the spread. Split spread orders include any order priced within the spread between the bid and ask price. When they fill, these orders yield significant price improvement. In addition, split spread orders typically add liquidity and may earn exchange rebates.

  • Use the Adaptive button to create an Adaptive Algo order that automatically sets the order price within the bid/ask spread and then works the order within the spread until it fills or is canceled.
    Find out more about Adaptive Algo orders.
  • Use Relative Prices to automatically set an order price within the spread, relative to the bid or ask price. Especially useful for instruments with a wide spread.
  • Use Relative Sizes to quickly set the order size or have the order quantity calculated based on a cash value.

To open the Order Entry Wheel, simply tap “Wheel” from an instrument's Contract Details screen - the Order Entry Wheel displays in landscape mode. It is available for most instruments, and requires live market data. The Order Entry Wheel displays the Order Summary in the center, with the Price wheels (showing both absolute and relative prices) on the left side, and the Size wheels (with absolute and price-based sizes) on the right.

Mobile Order Entry Wheel


Use the Adaptive Algo

Tap the Adaptive button to create an Adaptive Limit order. Use the Order Wheel to set the limit price which acts as a price cap for the order. An adaptive buy limit order goes in near the bid price, and waits to fill. If it doesn't fill, it is resubmitted at a slightly more aggressive price. It continues to wait and move until it fills, is canceled, or hits the limit price cap.

Use the Wheel to Set the Order Price and Size

Price

  • From the left side of the Order Wheel screen, use the outer price wheel to select an absolute price. The selected price is highlighted in the wheel and displays in the Order Summary Price field.
  • Use the inner price wheel to have the system calculate an order price relative to the bid or ask price at the time you select a value. Use the toggle switch at the bottom of the relative price wheel to view relative prices from a percent of the bid/ask spread, or in tick increments. When you select a relative price, the corresponding absolute price is highlighted on the outer wheel, and displays in the Order Summary Price field with the dynamic relative price shown below it.

Size

  • From the right side of the Order Wheel screen, use the inner size wheel to set the order size using numbers of shares or contracts. The selected size is highlighted in the wheel and displays in the Order Summary Size field with the corresponding cash quantity amount below it.
  • Use the outer size wheel to specify a cash value that will be used to calculate the order quantity. The calculated order quantity is displayed in the Order Summary Size field, with the cash quantity amount below it.

NOTE: For Futures and CFDs, the "Gross Exposure" is used instead of the cash value.

If you hold a position in the instrument and want to close your position or load the full position size for editing, click the "Position" button in the Order Summary to use the existing position as the order size. This button displays above the Size field and is only visible when you have a position in the selected instrument.

When values are set, tap Buy or Sell, then confirm the order to submit.

To find out more about the Order Entry Wheel and our relative price methods, see the Feature in Focus page.

Version 8.38 - July 21, 2017

Attach Orders to Working Orders; Improved Instrument Search; Dividend Columns on Watchlist & Portfolio

  • You can attach child orders such as stop, profit taker and bracket orders to existing orders that are working in the market.
  • We have significantly improved the instrument search functionality:
    • You can now search for instruments from almost any screen using the magnifier icon.
    • Quickly add instruments to any of your Watchlists from the search using the "+" sign.
    • Many screens now allow you to change the instrument without leaving the page, including the Contract Details and Option Chains.
  • Dividend columns are now available on your Watchlists and Portfolio pages.
Version 8.37 - June 21, 2017

Extend Trading Access with Touch ID Authentication

Users who have enabled Touch ID to access their mobile device can now enjoy secure trading for up to 30 hours without having to complete the full login.

When you enable Touch ID to unlock your iOS device, you are automatically enrolled for TWS Touch ID authentication. This means that once you log in to TWS, you are able to securely re-access your trading session for up to 30 hours, using just your fingerprint as authentication. If your fingerprint authentication fails or if you tap “Cancel,” you will be logged in to read-only mode. After 30 hours without using Touch ID authentication, you will be required to complete the full login process. Additionally, all sessions are disconnected each Sunday at 1:00 AM local time and will require you to complete the full login process. This means that if you access mobile TWS every 30 hours or less, you can maintain your trading access for the entire week.

If you do not want to enable Touch ID for TWS and prefer to complete the full login process each time, disable Auto-reconnect in IB TWS for Mobile Configuration.

Please note, we’re tightening up our security, which is why we are requiring that, in order to use extended trading access, you must have Touch ID phone security enabled. For more details, see our Knowledge Base article on the subject.

Version 8.36 - June 12, 2017

Consolidated IB TWS for Mobile App; Company Name Search; Improved Presets Application; Second Factor Login Improvements

This release sees the unification of iPhone and iPad apps into one, plus more:

  • IB TWS for Mobile is now a universal app, which means that you can now install the same app on both your iPhone and iPad for a more consistent trading experience across devices.
  • You can now search for financial instruments using the company name as well as the symbol.
  • We've improved the way shared Order Presets are applied when attaching child orders, such as profit taker and stop loss orders, and when changing the order type.
  • We've improved support for our second factor login system.
Version 8.35 - May 04, 2017

IBot Continues to Get Smarter!

This release includes several IBot improvements:

  • IBot can now search the IB web site and knowledge base to help answer your questions.
  • IBot can now bring you to the login window to start the full login process when you're in Read-Only mode. IBot will offer to bring you to the login window if you ask to trade an instrument, or if you enter a specific request like "trade login" or "trading login."
Version 8.34 - April 21, 2017

Advisor Allocations; Charts Zoom & Pan; New Notification Center

This release includes advisor and charts enhancements, and a new Notification Center feature.

  • Financial advisors and other multi-account users can now route mobile orders to their allocation groups and profiles that they created in the desktop version, as well as to single accounts.
  • We’ve enhanced our mobile charts to allow you to pan backward and forward by sliding right or left, and to zoom in and out on a chart using the “pinch” gesture with two thumbs to expand or contract the viewing area.
  • The new Notification Center with visible badge in the top right corner consolidates and displays all FYIs and trade bulletins.
Version 8.33 - April 3, 2017

Shared Order Presets

Order Presets that you define in TWS for Desktop are now available through the Cloud and will be applied to orders on TWS for Mobile when applicable. Presets are not currently editable in TWS for Mobile. This feature is being released on a gradual rollout schedule.

Version 8.32 - March 7, 2017

Option Chains, Slide to Trade, 3D Touch Support, Dark Theme Improvements

This release includes several option chains enhancements, the ability to submit an order by sliding, support for Apple's 3D touch and some improvement to our recently released dark color theme.

  • Options Chains - You can now view option quote details from an Option Chain without adding the option to a Watchlist. To see options, tap an underlying symbol to view expanded details, and tap again to see comprehensive details. In the top right corner tap "Options" to view chains. Tap an option within the chain and along the bottom select "View Quote Details."
  • Option Chains - You can now view option Greeks Delta, Gamma, Vega and Theta in an option chain by scrolling horizontally in the title section where the BID, ASK and LAST field names are shown.
  • We've sped up the trading process by adding the ability to "slide" to trade. The "Slide to Submit..." feature displays along the bottom of the order ticket. We've also added the ability to "Slide to Log Out" on the bottom of the "More" menu. You can turn these features off within Configuration by enabling the Simplified user interface in the Display section. NOTE: Slide to...functionality is disabled if you have enabled General > Accessibility > VoiceOver in your Settings.
  • Support for 3D Touch - Apple's 3D touch allows multiple actions on an item based on the pressure applied by the user. The degree of pressure you apply to a supported area dictates the next actions you have available. In IB TWS for iPhone, you can use 3D touch from the IB TWS icon on the home screen. Apply firm pressure to invoke a pop-up menu from which you can Share IB TWS, go directly to your IB Portfolio or go directly to your account information. Inside the IB TWS app, 3D touch is supported in Watchlists and the Portfolio. Use firm pressure to get a peek at the selected Watchlist or Portfolio, then swipe up to get the Buy and Sell buttons. Press harder to view extended quote details for that row.
  • We've also made improvements to the recently added dark color theme.
Version 8.29 - 8.31 - February 2017

Fixes and Improvements

  • Better support for voice recognition.
  • Support for vendor display rules plus a fractional position bug fix.
  • Support to show Covestor invest/divest trades. Bug fixes for dark color scheme.
Version 8.27/8.28 - January 2017

Fixes

Several bug fixes included.