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description=Use the IBKR FeatureExplorer to quickly find brief descriptions and useful links for over 500 of IBKR s most interesting features.;
keywords=feature explorer, user guides, documentation;
author=Interactive Brokers;

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Text of the page (random words):
sources faqs ibkr campus ibkr podcasts back ibkr podcasts ibkr podcasts espanol ibkr quant blog back ibkr quant blog data science ibkr api development quant conferences quant development ibot resource centers back resource centers advisors brokers compliance officers hedge funds individual institutions prop traders short videos student trading lab back student trading lab educators students support traders academy back traders academy course topics traders calendar traders glossary traders insight webinars other features back other features commissions back commissions bonds marketplace cryptocurrencies event contracts futures and fops metals mutual funds options spot currencies stocks etfs trade desk global market access institutional tools back institutional tools compliance portal digital account management ecam client activity monitor employeetrack data feed integration employeetrack pre trade compliance mass upload pre trade compliance reporting integration marketplaces back marketplaces hedge funds marketplace investors marketplace portfolioanalyst back portfolioanalyst configuration back configuration allocation goals custom benchmarks external accounts models dashboard back dashboard allocation attribution vs benchmark concentration esg ratings holdings key statistics performance performance by planning portfolio movers projected income risk measures holdings portfolioanalyst for non ibkr clients reports back reports batch bulk delivery custom default delivery model portfolios synopses widgets secure login system back secure login system faqs ibkr mobile setup multiple two factor m2fs secure login with the digital security card sms messaging two factor authentication methods student trading lab educators student trading lab students tax optimizer back tax optimizer launching menus overview back overview lot matching methods tax lot selection tax optimizer window back tax optimizer window main window match details window tax lot details year to date summary using the tax optimizer back using the tax optimizer change default match method change match method for current or prior day change the match method for specific symbol corporate actions manually match specific lots run what if matching scenarios trading tools back trading tools adr conversions bonds marketplace book price ladder bracket orders custom indexing esg scores fxtrader ibkr bestx ibkr block trading desks index arbitrage meter institutional services integrated stock window interactive advisors margin back margin margin education center rates stock margin calculator market data back market data market data pricing overview mutual fund marketplace neutral option market strategies options liquidity tool options portfolio prime broker services probability lab research and news back research and news bond search tool discover ibkr globalanalyst mutual funds search tool news and research provider overview social sentiment by social market analytics sma rollover options tool securities financing back securities financing fyi notifications pre borrow program short sales calculator short securities availability split the spread stock etf benchmarker t 1 tax loss harvesting tradingview tws layout library volatility lab write options tool reporting reference back reporting reference accounts summary back accounts summary account information cash and position activity nav summary open positions profit and loss summary trades activity flex query reference back activity flex query reference account information cash report cash transactions change in dividend accruals change in nav change in position value summary client fee expense details client fees codes complex position summary corporate actions currency conversion rate debit card activity delivery configuration and general configuration financial instrument information forex balances forex p l details ibg notes ibkr managed securities lent interest details incoming outgoing trade transfers interest accruals interest details tiers mark to market performance summary in base models month year to date performance summary in base net asset value nav summary in base net stock position summary non direct hard to borrow details non direct hard to borrow markup details open dividend accruals open positions option exercises assignments and expirations pending exercises prior period positions realized unrealized performance summary in base routing commissions securities borrowed lent securities borrowed lent activity soft dollar activity statement of funds trades transaction fees transfers acats internal unbooked trades unbundled commission details unsettled transfers activity statement with costs and charges back activity statement with costs and charges total costs and charges trades advisor fee cap report reference aggregated costs and charges statement back aggregated costs and charges statement account information effect of costs on returns itemized breakdown of cost and charges notes legal notes total costs and charges broker client revenue expense summary report reference back broker client revenue expense summary report reference account information daily revenue expense by product mtd revenue expense by product ytd revenue expense by product client summary report reference back client summary report reference account information client summary client summary overview commodities regulatory statement back commodities regulatory statement account information cash report net liquidating value notes legal notes open positions open trade equity ote component of cash option values default mtm summary back default mtm summary account information change in dividend accruals deposits withdrawals dividends fees interest interest accruals net asset value positions and mark to mark profit and loss default realized summary back default realized summary account information change in dividend accruals codes complex position summary corporate actions deposits withdrawals dividends fees forex balances forex p l details incoming trade transfers interest interest accruals net asset value open positions option cash settlements outgoing trade transfers realized unrealized performance summary in base trades transfers withholding tax default statement back default statement 871 m withholding account information advisor fees bill pay bond interest paid bond interest received borrow fee details broker interest paid broker interest received cash report change in dividend accruals change in position value client fee expense details client fees codes collateral for customer borrowing combined deposits and withdrawals combined dividends combined fees combined interest commission adjustments commission details complex position summary corporate actions credit interest details daily conversion rates debit card activity debit interest details deposits withdrawals deposits on hold details of fees and charges direct securities borrowed direct securities borrowed activity direct securities borrowed fee details direct securities lent direct securities lent activity direct securities lent fee details dividends financial instrument information forex balances forex p l details grant activity gst hst pst details gst vat details hk ipo subscription activity ibkr managed securities collateral held at ibss ibkr managed securities lent ibkr managed securities lent activity ibkr managed securities lent interest details incoming trade transfers interest accruals investments with outside hedge funds location of customer assets positions and money mark to market performance summary month year to date summary mtm p l on previous day s prior period positions net asset value net stock position summary non direct hard to borrow markup details non valued positions open dividend accruals open hk ipo subscriptions open positions option cash settlements option exercises assignments and expirations options distribution by expiration other fees outgoing trade transfers payment in lieu of dividends pending exercises pending tenders positions and mark to mark profit and loss price adjustments realized unrealized performance summary routing commissions securities pre borrowed securities pre borrowed activity securities pre borrowed fee details seoch hkcc margin financing charge accrual details short credit interest details soft dollar activity statement of funds trade summary by asset class trade summary by symbol trades transaction fees transfers unbooked trades unsettled transfers withholding tax withholding tax collected employee track back employee track account information bond maturity cash activity dividends financial instrument information net asset value pending trades positions search criteria trades transfers legacy full default statement back legacy full default statement 871 m withholding account information account summary advisor fees base currency exchange rate bond interest paid bond interest received borrow fee details broker interest paid broker interest received cash report change in dividend accruals change in position value client fees client fees expense details codes commission adjustments commission details complex position summary corporate actions credit interest details custody transfers debit interest details deposits withdrawals direct securities borrowed direct securities borrowed activity direct securities borrowed fee details direct securities lent direct securities lent activity direct securities lent fee details dividends financial instrument information forex balances forex p l details gst hst pst details ibg notes ibkr managed securities lent ibkr managed securities lent activity ibkr managed securities lent interest details incoming trade transfers interest accruals investments with outside hedge funds long open positions mark to market performance summary month year to date performance summary mtm p l on previous day s positions net asset value nav in base currency net stock position summary notes legal notes open dividend accruals option cash settlements option exercises assignments and expirations options distribution by expiration other fees other investments reported by your investment advisor outgoing trade transfers payment in lieu of dividends pending exercises price adjustments realized unrealized performance summary routing commissions securities pre borrowed securities pre borrowed activity securities pre borrowed fee details segregated settled stock positions short credit interest details short open positions soft dollar activity statement of funds trades transaction summary transaction tax transfers unbooked trades unsettled transfers withholding tax margin report reference back margin report reference account information legal notes margin call commodities regulatory margin report margin details for futures margin details for ib ukl margin details for securities risk based margin details for securities rules based cash accounts margin details for securities rules based margin and portfolio margin accounts margin overview by exchanges margin and portfolio margin accounts margin summary cash accounts margin summary margin accounts margin summary portfolio margin accounts portfolio margin details model statement report reference back model statement report reference account information cash report codes dividends fees financial instrument information interest interest accruals mark to market performance summary net asset value notes legal notes open positions trades model summary report reference back model summary report reference accounts cash report net asset value positions profit and loss trades p l markup summary report reference back p l markup summary report reference account information p l markup summary partition summary back partition summary cash report net asset value partitions positions profit and loss trades portfolioanalyst reports back portfolioanalyst reports account overview allocation by asset class allocation by financial instrument allocation by region allocation by sector breakdown of accounts corporate actions cumulative benchmark comparison cumulative performance statistics deposits and withdrawals dividends fee summary historical performance historical performance benchmark comparison interest details key statistics open position summary performance attribution vs s p 500 performance by asset class performance by long short performance by sector performance by symbol projected income risk measures risk measures benchmark comparison time period benchmark comparison time period performance statistics trade summary quarterly activity summary back quarterly activity summary account information codes deposits and withdrawals explanation of investment objectives net asset value open positions other information trades trades summary reports menu samples stress test report reference back stress test report reference product category product category breakdown tax lot holding period change reference back tax lot holding period change reference account information financial instrument information notes legal notes open lots trade allocation report reference back trade allocation report reference account information codes notes legal notes trade allocations trade confirmation flex query reference back trade confirmation flex query reference trade allocations configuration trade confirmations configuration trade confirmation report reference back trade confirmation report reference account information codes contract information fixed income municipal bonds notes legal notes order types trades value at risk report reference back value at risk report reference account information notes value at risk details value at risk summary products back products bonds cfds cryptocurrencies etfs back etfs no transaction fee etfs event contracts futures hedge funds indices metals physical mutual funds options options and futures product search spot currencies stocks us spot gold warrants trading platforms back trading platforms advisor portal back advisor portal trade back trade close positions convert currency crypto plus event trader exercise lapse options ipo subscription options chains order ticket orders trades post trade allocation recurring investments view tax lots back view tax lots corporate actions manually match lots match method tax optimizer broker portal back broker portal trade back trade close positions convert currency crypto plus event trader exercise lapse options ipo subscription options chains order ticket orders trades placing orders in portal post trade allocation recurring investments tax optimizer client portal back client portal research menu back research menu bond scanner discover events calendar exchange notices fundamentals explorer market overview market scanner mutual funds scanner trade worldwide watchlist why is it moving trade back trade close positions convert currency crypto plus event trader exercise lapse options ipo subscription options chains order ticket orders trades p...