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2024-07-15
News Interactive Brokers
Interactive Brokers has expanded its client portal with new features

Interactive Brokers has expanded its client portal with new features

Interactive Brokers, a leading electronic trading platform, continues to enhance its client portal to offer users enhanced features and a more optimized experience.

The latest updates provide clients with new tools and easier access to important account information, further reinforcing the broker's commitment to convenient and efficient trading solutions.

A key addition to the client portal is the new Market Screener, which is now available from the Research menu. Traders can use the Filter icon to select MultiSort Screener or Standard Filters, allowing for customized market searches that match individual trading strategies. Screeners can be viewed in both normal and wide mode, providing flexibility in the display of information.

Another significant improvement is the inclusion of the "Third Party Reports" menu command in the "Performance and Reporting" section, located immediately after "Tax Documents." This addition simplifies the process of accessing external analytics reports, providing clients with comprehensive performance information along with tax documentation.

The client portal homepage has been redesigned to provide a streamlined view of client account information. Key data such as net liquidation value, profit and loss (P&L) and purchasing power are displayed in real-time, allowing traders to make informed decisions quickly.

Interactive Brokers has integrated easy-to-read cumulative and monthly return charts, making it simple for clients to track their performance over time. These visual tools help traders quickly analyze their gains and losses, promoting better portfolio management.

The updated Client Portal homepage consolidates all important account information, making it easier to monitor and trade. Traders can view their rate of return, portfolio positions, recent transactions, notifications, messages, available funds and top news. This comprehensive dashboard ensures that clients have all the information they need at their fingertips, enhancing their trading experience.

Interactive Brokers' continuous improvements to its client portal demonstrate the broker's commitment to providing a superior trading platform. These updates not only optimize the trading process, but also provide traders with the tools they need to succeed in the dynamic world of electronic trading.

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