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Advisor Tools

Advisor Tools

Spot market opportunities, analyze results, manage your account and make informed decisions with our free advisor tools.

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Allocation Order Tool

Allocation Order Tool

Transform and streamline the creation, execution and allocation of group orders. Develop and deploy investment strategies in minutes to capture opportunities in volatile markets.

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Trading Desks

Trading Desks

Trade large or complex orders with the help of an experienced broker on the IBKR Stock, Bond and Options Trading Desk. Broker-assisted trading is ideal when you are away from your desk, need another set of eyes watching your order or when electronic liquidity is insufficient.

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Model Portfolios

Model Portfolios

Build Model Portfolios and allocate client funds among the different models based on your clients' individual needs.

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Model Marketplace

Model Marketplace

Browse through vendor models or filter based on Risk, Asset Class, Rebalance Frequency and more. Import models directly into TWS and invest client assets right out of the box - or modify target allocations to create a custom Model Portfolio.

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Commentary Generator

Commentary Generator

Commentary Generator leverages generative AI to create client-specific reports summarizing the latest performance and ticker-specific news from select providers.

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Custom Indexing

Custom Indexing

Create and customize direct index models based on the composition of ETFs tracking major indices.

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Advanced Trading Tools

Advanced Trading Tools1

Our suite of Option Labs and advanced trading tools offer support to help you discover and implement optimal trading strategies. For example, our Probability Lab offers a practical way to think about options without the complicated mathematics and the Option Strategy Lab lets you create simple or complex multi-leg option orders based on your own price and volatility forecast.

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API and FIX/CTCI Solutions

API and FIX/CTCI Solutions

Our proprietary API and FIX CTCI solutions let institutions create their own automated rule-based trading system that takes advantage of our high-speed order routing and broad market depth.

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Bonds Marketplace*

Bonds Marketplace

Interactive Brokers strives to provide the best deal on bonds by passing through to our clients the highest of all bids and lowest of all offers we receive from the electronic venues we access. We do not widen spreads, apply hidden fees or markup quotes. Use our Bond Search Tool to search our deep availability of US governments, corporates, municipals, non-US sovereigns, CDs and more.

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Mutual Funds Marketplace*

Mutual Funds Marketplace

Interactive Brokers' Funds Marketplace offers an extensive availability of mutual funds from around the world. Use our Mutual Fund Search Tool to search more than 25,000 funds from more than 285 fund families and filter funds by country, fund family, transaction fee or fund type.

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Sophisticated Risk Management

Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

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Fractional Shares*

Fractional Shares

Buy or sell almost any US stock using fractional shares, which are stock units that amount to less than one full share, or by placing an order for a specific dollar amount rather than quantity of shares.

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Integrated OMS Solutions

Integrated OMS Solutions

IBKR's Order Management System (OMS) makes it easy to submit, stage, manage and track client orders whether they are received electronically via FIX, input directly by traders or placed over the phone.

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Enhanced Client Activity Monitor (eCAM)

Enhanced Client Activity Monitor (eCAM)

Quickly review all client activities, including order history and routing sequence.

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Investors' Marketplace

Investors' Marketplace

Investors and clients can meet and interact with third-party service providers to connect and conduct business.

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Advisors: Tax Loss Harvesting1

IBKR's Tax Loss Harvest tool helps financial advisors reduce their clients’ tax liability by easily harvesting losses across multiple assets for multiple clients at the same time.

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Disclosures

Mutual Funds are investments that pool the funds of investors to purchase a range of securities to meet specified objectives, such as growth, income or both. Investors are reminded to consider the various objectives, fees, and other risks associated with investing in Mutual Funds. Please read the prospectus accordingly. This communication is not to be construed as a recommendation, solicitation or promotion of any specific fund, or family of funds. Interactive Brokers may receive compensation from fund companies in connection with purchases and holdings of mutual fund shares. Such compensation is paid out of the funds’ assets. However, IBKR does not solicit you to invest in specific funds and does not recommend specific funds or any other products to you. For additional information please view our Mutual Fund Product Listings.

  1. Forecasts are not a reliable indicator of future performance.

  2. The projections or other information generated by Tax Loss Harvesting regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Please note that results may vary with use of the tool over time.

    The information provided here is not intended to serve as tax advice and should not be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local, or other tax statutes or regulations. It is also important to acknowledge that this information cannot be relied upon to resolve any tax issues.

    IBKR does not provide legal or tax advice and nothing in this Tax Loss Harvesting Tool should be construed as tax advice. The Tax Loss Harvesting Tool is designed to simplify your calculation of the potential tax benefits of selling securities subject to a loss and, if you choose, replacing them with other securities you select. Tax laws are complex and subject to change. Capital gains are not taxed in all jurisdictions and thus the Tax Loss Harvesting Tool may not be suitable for tax residents of certain jurisdictions. You should consider consulting a tax advisor to determine your specific situation.

    IBKR PROVIDES THE TAX LOSS HARVESTING TOOL FOR INFORMATIONAL PURPOSES ONLY. IT IS FACTUAL IN NATURE, IT DOES NOT CONSIDER THE USER’S PERSONAL CIRCUMSTANCES, AND IT IS NOT INTENDED AS A RECOMMENDATION THAT YOU BUY OR SELL ANY SECURITIES OR AN OFFER OR SOLICITATION TO BUY OR SELL SECURITIES. It does not consider positions you may hold or transactions you may undertake in other accounts (including those at IBKR) and the effect they would have on any transaction undertaken with the Tax Loss Harvesting tool.

    The Tax Loss Harvesting Tool seeks to maximize either short term or long term losses, as selected by you within the tool, and will override any default tax lot matching method otherwise applicable to you or your account settings. Where “any position with a capital loss” is selected, the Tax Loss Harvesting Tool seeks to maximize any losses.

    Non-US residents should be aware that the Tax Loss Harvesting tool differentiates between short term versus long term capital losses based on IRS definitions which apply to US residents; similarly, the application of wash sale rule is also based on IRS definitions and apply to US residents.

    IBKR does not provide any warranty, expressed or implied, regarding the accuracy of the data or results obtained by its use and disclaims any liability arising out of your use of it. IBKR does not warrant that the assumptions are accurate for your particular circumstances.

    The information provided as part of the Tax Loss Harvesting Tool should not be used to determine your tax liability, if any. The Tax Loss Harvesting Tool is not intended to be used for the purpose of avoiding any penalty that may be imposed by any taxation authority.

    By using the Tax Loss Harvesting Tool, you agree that you have read and understand the above disclaimers and limitations of liability and that you will not seek to hold IBKR liable for any claim or cause of action arising from your use of Tax Loss Harvesting.

    TAX TREATMENT DEPENDS ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE