For all stock, index and futures that have option contracts, use the Implied Volatility Viewer to see option volatility plotted against a range of user-specified strike prices for a user-defined expiry list. Frequently used settings can be adjusted using the right-click menu within the chart. Change display settings, expiries and strikes, and open such tools as the Crosshair and tooltip display. Use the wrench configuration icon to define other settings. To zoom in, use scrollbars or draw a rectangle on the chart to zoom to that area. To open the IV Viewer, start from the New Window drop-down in Mosaic, and the Analytical Tools menu in Classic TWS. Select Option Analysis then Interactive Analytics and then Implied Volatility Viewer.
You can now define IBALGO as a preset for all security types that support them, including: futures, forex, CFDs, and warrants along with stock and options. Access Global Configuration from Mosaic using the File menu, and from Classic TWS using the Edit menu. In the left pane expand the Presets selection and choose a security type. Scroll to the bottom of the Presets settings in the right pane and in the Algorithm section select the algo destination from the drop down list. Available algos will display in the Algorithm drop down list once the algo destination is chosen.
Once account aliases are defined in account management, there was previously no way within TWS to identify which account number was paired with which account alias. Now, the user can hold their mouse over the account alias within TWS and see the actual account number in the mouse-over help. Additionally, in the Advisor >Account Alias section of Global Configuration we now show a table with matching alias/account number pairs.
You can now elect to view Time & Sales for multiple contracts versus just a single contract. To open the Multi-Contract Time & Sales window, from the New Window drop down select Time & Sales, and then select Time & Sales (Multi Contract). Next click the Configure wrench icon to open the Select Tickers and define the tickers you want to see. Use the Import button to import a ticker list from a basket or .csv file. Symbols are sorted by time, and when the tool is in multi-contract mode the "Symbol" field is displayed. Note that the multi-contract display only supports real-time data.
Margin Cushion alerts in TWS now have the "Repeatable" feature available. This means that you can set the alert once, and anytime your margin cushion falls below your specified level the alert will sound. To create an alert, right-click any contract and select the bell icon from the quick menu. Click the Advanced Settings button from the Alerts box to set a margin cushion alert.
In addition to being able to add futures contracts quickly to TWS using just the symbol, you can now also add futures calendar spreads by entering the two symbols separated by a dash (-). For example, to enter a CL June 15/Sep 15 calendar spread, simply enter "CLM5-CLU5" or "CLM-U5."
A series of new Jefferies and CSFB algos have been added to TWS. To select an algo, from the Destination field select JEFFALGO or CSFBALGO, and then select the algo.
Our Advanced Market Scanners, accessible from the New Window drop down, now includes a US Municipal Bonds scanner to find bonds by state (or for all states). Filter returned muni bonds by quantity, price and yield, payment frequency rating, maturity date, coupon rate and more.
For more information creating Advanced Market Scanners, see the TWS Users' Guide.
You can now reallocate funds in model portfolios by an absolute target amount as well as by a target percentage. To reallocate, select the account whose investments you want to reallocate, and right-click the "Models" heading. Select Reallocate and enter an absolute amount in the Target Amount field for the model you want to reallocate.
The below items have been fixed or modified:
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.
For a list of IBG memberships worldwide, click here.