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.

Users of the Client Portal can easily set up an exit strategy for their orders using the Exit Strategy link at the bottom of the Order Ticket. Define a bracket order to capture profit (Profit Taker) and help minimize loss (Stop Loss). Use one or both orders and modify as needed.

The search bar has been enhanced to provide additional information on a contract. After the contract search has been returned, click in the search bar (labeled “Search Inside”) to see a drop-down list of useful information on the contract, including fundamentals, news and more.

There is also Mutual Fund Scanner, which can be selected from the Markets menu to set filters and search for Fund Families. Click Download to XLS to download your results into Excel.

Let’s note that the recently launched cryptocurrency trading is also available via the Client Portal.

To Request Cryptocurrency Trading Permission:

• Log in to Client Portal
• Click the Head/Shoulders icon in the upper right corner of the home page
• Click Manage Account
• Click the Configure (gear) icon next to Trading Experience & Permissions
• Click the drop-down menu for “Additional Products”
• Select “Cryptocurrencies”
• Click “Continue”
• Read and acknowledge Legal Documents / Disclosures
• Click Continue

Once trading permissions are approved, trade in Client Portal by selecting Trade and then Crypto. Search for the cryptocurrency, enter your order details and click “Submit Buy Order” to place the trade.

The Trade Worldwide feature is available via the Client Portal too.

IBKR clients have the opportunity to trade products in 135 markets around the world. The Trade Worldwide news feed makes it easier for them to discover new products that may complement their current investment strategy. Based on their current portfolio and trading habits, the Trade Worldwide feed presents a list of actionable, potential global investments picked just for the particular investor. Click Related Tickers at the bottom of any news story to trade the product or add to your Watchlist.

Trade Worldwide is available in Client Portal from the Discover menu.

Let’s also note that Interactive Brokers have teamed up with TradingView, a social network of 30 million traders and investors using the world’s best charts and tools to spot opportunity in global markets, to provide traders with free stock charts, stock quotes, and trade ideas.

TradingView charts are available in the Quote Details screen in Client Portal for any stock symbol.