Beginner Level

Emerging markets occupy a unique position in the global economy, bridging the gap between developing nations and advanced industrial economies.

In this series, we will show you an array of order types using the IBKR Desktop interface. Each lesson will focus on a specific type of order and describe in detail the specific functions of each to help you distinguish between them, when to use them and why some order types might better suit your level of trading and investing.

Investors balance their portfolios between equities and fixed income based on factors like risk tolerance, liquidity needs, and economic conditions, with the 60/40 rule serving as a flexible guideline. Hedging and speculation play a crucial role in managing market risk, with equities typically hedged using options, while fixed-income investors utilize futures contracts to navigate interest rate movements. Interest rate and government bond futures provide liquidity and strategic opportunities for investors to hedge risks, speculate on monetary policy changes, and manage exposure across different parts of the yield curve.

Point and figure charting developed in an era when traders had to simplify their methods due to limited technology. Instead of including every single price fluctuation, this technique filters out much of the “noise” by removing the element of time and focusing purely on significant price changes. Contributor Michael Nauss, CMT

The market is broken down by 11 sectors: Communications, Consumer Discretionary, Consumer Staples, Energy, Financial Services, Healthcare, Industrial, IT, Materials, Real Estate, and Utilities. In this lesson, we will review the broader markets, industries, advantages and disadvantages of investing, and more of the 11 market sectors.

Learn how to read and speculate on economic data points using ForecastEx contracts.

This course will cover practical usage of options and discuss important option related topics including open interest, using options as a hedge or for speculation, exercise and assignment, and more.

Whether you're an individual investor building a portfolio or looking to diversify, Sam Baker offers wisdom on how to invest with clarity and purpose.

Through this guide, we’ll help steer you through the account opening process at Interactive Brokers – whether as an individual or institution – including critical resources for how to actively deposit and withdraw funds once your application is approved. We'll also take you on a brief tour of our website and highlight some of the destinations there that can help you get up-and-running quickly with our platforms, tools, and services, as well as walk you through our platforms, show you how you can perform worldwide trading, manage your account, and improve your understanding of the global financial markets, as they change daily.

The IBKR Student Trading Lab (STL) offers an extensive toolkit for educators of college-level finance courses to help bring real-world financial decisions and outcomes to their curricula. This catalogue of STL’s resources illustrates how IBKR’s award-winning trading platforms and tools, wealth of service offerings, and educational tutorials, combine to create a hands-on experience for students of all skill sets to help master their learning objectives – and all at no cost.

Explore mitigating risk using assets whose movements are often equal yet opposite but enable the investor to hedge an instrument or portfolio. Critical concepts covered include derivative instruments such as futures and options and how they are used to offset risks associated with an underlying instrument.

The video lessons in this course will review how to set up your new institutional account with Interactive Brokers. The lessons cover topics such as adding individuals as users for account access, subscribing to market data or research, setting trading restrictions, and more.

This course will review the overall Hedge Fund account structure at Interactive Brokers and will discuss how to navigate IBKR’s Hedge Fund Portal. The Portal web application includes powerful reporting and performance analytics, fund administrator connectivity, and opening Separately Managed Accounts (SMAs) and additional hedge fund applications. IBKR also offers access to the Hedge Fund Marketplace, which is an online version of a traditional Capital Introduction program.

Our primer on economics will help you understand the theory and principles behind the workings of an economy. Microeconomics addresses issues such as how prices are set and market places are organized. The topic also addresses the forces of supply and demand at the heart of an understanding of economics. Macroeconomics brings together the component pieces that help shape the output of an economy and that cause an economy to thrive.

The amount of money and credit in economies, the growth of economies and the profitability of companies are important indicators of economic health. Money and credit help to drive economic activity. The rate of economic output shows the results of past economic activity while corporate profitability reflects the effectiveness of corporations. Taken together, these economic indicators help us determine where we’re going and where we are. In this course, we’ll learn about economic indicators that cover the central banking system, the government bond system, fiscal budgets, economic growth calculations and the importance of corporate profitability. Some of the indicators include the money supply, yield curve, gross domestic product and corporate profits.

Labor market indicators are important for investors because they’re helpful in determining the incomes of consumers and corporations’ hiring appetites. Labor market strength drives consumer spending, productivity, and business investment, signaling potential levels of corporate revenue and earnings growth. The robustness of an economy is closely linked to its labor markets, the ease or difficulty in attaining work and the number of people working in it. This course explores a variety of labor market indicators that shed light on the composition of human work like participation, unemployment, employment and wages.

The IBKR Student Trading Lab (STL) offers an extensive toolkit to complement fundamental, technical, and computational college classroom curricula. In this course, we'll delve into how STL may be used to enhance the learning experience, as well as provide actual use cases from some of its participants - illustrating how IBKR's professional trading applications can bring real-world financial decisions and outcomes to college-level finance courses.

We have divided this course in two to address both trading and CRM. This course deals with an introduction to Trader Workstation (TWS) for Advisors where you will learn how to navigate TWS, monitor your clients’ and your firm’s aggregate positions. We show you how to trade for an individual client and for several (or all) clients at a time. And we introduce the Order Allocation Tool, which really gets to the heart of order management. You will learn to build Model Portfolios, how to allocate clients’ money to a Model as well as how to rebalance a portfolio. We also show you how to navigate the Tax Harvester Tool enabling you to run your individual client’s portfolio efficiently.

This course will review the Advisor Portal, which is our free and powerful client relationship management (CRM) platform for financial advisors and RIAs. The web application serves as the one-stop destination to manage clients, run reports, view key performance metrics, funding, and more. Additionally, automatic billing, electronic client applications, and white branding are part of IBKR's turnkey solution for registered advisors.

This course will review the Broker Portal, which is our free and powerful client relationship management (CRM) platform for Introducing Brokers (IBs). The web application serves as the one-stop destination to manage clients, run reports and key performance metrics, funding, and more. Additionally, automatic billing, flexible commission markups, and interest markups/markdowns are part of IBKR’s turnkey solution for Broker-Dealers and Introducing Brokers.

This course provides content to suit investors with different levels of knowledge about the futures market. Investors new to the world of futures trading can use this introductory course to learn key industry concepts and how to find information using the trading tools within TWS.

Learn about Value investing which is a style of investing that involves identifying stocks or other assets that are undervalued by the market.

This course provides an introduction to indexes. You will learn what an index is, how it is used, and how index constituents are selected. We will discuss what it means for an index to be float-adjusted, as well as how index values are calculated, and how those values are used to calculate performance.

If you are new to investing and want to begin to understand stock market fundamentals, this course will help familiarize you with some common terms and concepts surrounding investments.

A solid overview into modern technical analysis by long-time trader and best-selling author Adam Grimes. This course will give you a solid foundation in chart reading, understanding a trading edge, using indicators, and developing the process and skills to apply these tools in your own trading.

This course offers some basic concepts to help better define the meaning and financial relevance of environmental, social, and governance (ESG) issues, including the rationale behind the inception of ESG investing, as well as how this discipline has developed.

This course walks through basic fundamental accounting concepts covering the Income Statement, Balance Sheet and Statement of Cash Flows. This will be followed by a practical demo of additional tools in the new IBKR Fundamental Explorer.

Our introduction to the TWS Mosaic platform will help you understand how to navigate it for the first time and how to maximize your use as you develop your skills.

IBKR Desktop is Interactive Brokers' newest desktop trading platform providing investors with a more streamlined interface. Trade stocks, options, futures, and more on over 150 markets worldwide from this easy-to-use platform. In this course, we will cover using the rapid order entry window, submitting options orders, viewing news and research, and customizing charts, columns, and views.

This course will review using IBKR Mobile on your iPhone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, trading stocks and options, and configuring two factor authentication using IB Key.

This course will review using IBKR Mobile on your Android. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, trading stocks and options, and configuring two factor authentication using IB Key.

In this Traders’ Academy course you will learn about the most popular Order Types: “Market”, “Limit” and “Stop”.

This course will review using IBKR Mobile on your iPhone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, trading stocks and options, and configuring two factor authentication using IB Key.

This course will review using IBKR Mobile on your Android. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, trading stocks and options, and configuring two factor authentication using IB Key.

Trading outside of regular trading hours can be performed on each of IB's trading platforms, TWS, Mobile TWS and Client Portal. This course explains how to create orders designed to execute beyond regular US trading hours. In addition, both CME and Cboe Global Markets offer around-the-clock access to futures options and options markets respectively. Each lesson walks the user though examples of accessing those markets.

Client Portal enables you to stay connected with key features and services inside your IBKR account. Client Portal not only provides users with access to account details, statements and reports, but also allows you to monitor global markets, build watchlists and scanners and also trade using a single log in.

IBKR Desktop is Interactive Brokers' newest desktop trading platform providing investors with a more streamlined interface. Trade stocks, options, futures, and more on over 150 markets worldwide from this easy-to-use platform. In this course, we will cover using the rapid order entry window, submitting options orders, viewing news and research, and customizing charts, columns, and views.

TWS Global Configuration allows for individual traders to customize the TWS display and various trading tools. It is accessible from both Mosaic and Classic TWS.

In this course you will learn: How to access and configure charts, so you can quickly visualize an event in real time; Create Multiple charts in one panel; How to build and save chart templates for reuse; And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader.

This course is designed to help traders and investors navigate and configure bond-related tools within the IBKR Trader Workstation (TWS) – whether new to the world of the fixed-income markets or an experienced professional. By the end of this course, you should learn how to search for, select, analyze, and make investment decisions about specific fixed-income products, including government, corporate, and municipal debt securities.

PortfolioAnalyst consolidates, tracks and analyzes your complete financial performance. Link your investment, checking, savings, annuity, incentive plan and credit card accounts to understand your current financial state and plan for the future.

This course is designed to help investors understand the different types of margin accounts, methods, and requirements as well as how to monitor margin on both the TWS and mobile devices. Trading on margin is only for sophisticated traders. You may lose more than your initial investment.

The Interactive Broker’s GlobalTrader app is a simplified version of our mobile platform. It allows investors to trade in stock markets around the world, as well as trade options and mutual funds, and access IBKR’s crypto currency offerings.

The Interactive Brokers (IBKR) Recurring Investments feature lets clients setup and execute a predetermined investment strategy by automatically investing funds on a recurring schedule.

A wide variety of economic indicators are used to measure everything from job growth to construction activity, retail activity and much more. Key economic indicators have a direct impact on the markets. The information economic indicators provide can help investors make informed decisions about their investments. Some indicators include building permits, purchasing managers’ index for manufacturing and employment.

A wide variety of economic indicators are used to measure everything from economic growth to changes in prices to unemployment and much more. Key economic indicators have a direct impact on the markets. The information economic indicators provide can help investors make informed decisions about their investments. Some indicators include Gross Domestic Product, Harmonised Index of Consumer Prices, Retail Trade, Unemployment Rate, etc.

A wide variety of UK economic indicators are used to measure everything from economic growth to changes in prices to unemployment and much more. Key economic indicators have a direct impact on the markets. The information economic indicators provide can help investors make informed decisions about their investments. Some indicators include Consumer and Business Confidence, Housing Starts, Retail Sales, etc.

A wide variety of economic indicators for Australia are used to measure everything from economic growth to changes in prices to unemployment and much more. Key economic indicators have a direct impact on the markets. The information economic indicators provide can help investors make informed decisions about their investments. Some indicators include Consumer and Business Confidence, Housing Starts, Retail Sales, etc.

Investors may trade physical gold and silver in their Interactive Brokers account, and in some cases, take physical delivery.

Learn about Value investing which is a style of investing that involves identifying stocks or other assets that are undervalued by the market.

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a foreign company. This course also covers the history of ADRs and potential benefits and risks.

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We'll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and how they may be mitigated, as well as recent developments that have helped shape market dynamics. Lastly, we'll walk you through the IBKR Trader Workstation's Global Bond Scanner, where you can locate certain corporate bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.

Explore this introduction to topics in the foreign currency market such as its participants and motives, products, risks.

This course covers the API basics and how you can use Excel together with TWS to manage your account and automate your trading. You can follow along with our samples and test it out for yourself using your paper trading account.

Learn about growth investing which is a stock-buying strategy focused on investing in companies that are expected to grow at an above-average rate compared to their industry or the market.