Interactive Brokers upgrades Client Portal
Electronic trading major Interactive Brokers has expanded the functionalities of Client Portal, its web application that serves as traders’ one-stop destination to check quotes and place trades, see account balances, P&L and key performance metrics, as well as funding and reporting.
The latest updates to Client Portal let traders to add custom tickers to the indices ticking along the top navigation bar. Use the More menu (three horizontal dots) and select Custom. Users of the service can also quickly set an alert on an asset using the new bell icon in the Quote Details page.
In addition, Client Portal users can now customize Watchlists by adding, removing and rearranging columns. From a Watchlist, use the More menu (three horizontal dots) and select Edit Columns.
Let’s note that the Client Portal now allows its users to manage the Mobile Trading Assistant (MTA), used to notify them of market, account, position and order activities, from within the Client Portal FYI Notifications > Settings. Note that you need to specify a valid email address to receive Trading Assistant and Price Alerts.
The Client Portal also allows traders to use the Impact Dashboard to evaluate and potentially adjust their portfolio to invest in companies whose responsible world view coincides with their own.
Traders can choose the impact values and principles that are important to them, like Racial Equality and No Animal Testing. Then all they have to do is let the Impact Dashboard analyze and grade their portfolio based on how their positions align with their principles.
Also, the Client Portal allows traders to see current and trending market sentiment scores for companies in their Watchlists and Portfolio with social sentiment data from Social Market Analytics Inc. (SMA). Data is derived from the content and volume of unique Tweets, which have been triple-filtered for relevance and credibility from the daily Twitter stream of over 500 million Tweets.
Benjamin Ford
September 30, 2021 @ 5:35 pm
I only do combination Option trades. For instance:
Buy 10 MSFT 300 Mar 2021
Sell 10 MSFT 310 Mar 2021
How can this be done in Client Portal