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Fundamental Insight

Lesson 5 of 6
Duration 2:47
Level Intermediate
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The Fundamental Insight tab of the Interactive Brokers Discover Tool allows the investor to search for stocks by country, sector, price performance, and trading volume. Powered by Trading Central it ranks the results by their Quantamental rating.

Study Notes:

The Fundamental Insight tab helps the user arrange and view stocks by country and within sector and industry view in either bubble or table format using either price performance or trading volume. The results also include a proprietary Quantamental Rating from Trading Central.

In this example, having narrowed the country and industry, the user is shown stocks whose bubble size is driven by 52-week price performance. The larger bubble reflects bigger bubble size. Hover over a bubble to display the company, Quantamental rating and percentage price performance over the period. Notice that the rating key is displayed to the lower left of the plot.

Click through any ticker symbol for a deeper assessment from Trading Central. Each of the boxes displayed show has an information icon where users can see a definition of each assessment shown. The Quantamental reading and rating history are displayed in the upper left. Factor scores describing growth, value, income, quality and momentum are shown in the middle. Thes factors contribute to the overall Quantamental rating. Drill down by clicking on each icon to learn more.

To the upper right Trading Central determines a proprietary Target Price for the stock along with the timing of the latest update. The price target is a function in part of the Quantamental Rating and incorporates overall price volatility. Beneath the Price target is key corporate fundamental data for market cap, price to earnings ratio etc.


Trading Central attempts to predict which of the four stages of the economic cycle the economy is in.  The key characteristics for each stock are displayed to show how good a fit each is for the current phase of the cycle allowing the user to quickly see whether this type of stock thrives or fares badly in the designated economic condition.

Peer Comparison

The peer comparison allows users to see how a stock compares to other investment opportunities in the same industry. The table display can be resorted according to high/low for each of the factor inputs as well as the overall Quantamental Rating.

To get a singular view of any individual stock, use the search input field in the upper right to locate the stock.


Discover Tool

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Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.

Disclosure: Futures Trading

Futures are not suitable for all investors. The amount you may lose may be greater than your initial investment. Before trading futures, please read the CFTC Risk Disclosure. A copy and additional information are available at

Disclosure: Forex

There is a substantial risk of loss in foreign exchange trading. The settlement date of foreign exchange trades can vary due to time zone differences and bank holidays. When trading across foreign exchange markets, this may necessitate borrowing funds to settle foreign exchange trades. The interest rate on borrowed funds must be considered when computing the cost of trades across multiple markets.

Disclosure: ETFs

Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Disclosure: Displaying Symbols on Video

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

Disclosure: Digital Assets

Trading in digital assets, including cryptocurrencies, is especially risky and is only for individuals with a high risk tolerance and the financial ability to sustain losses. Eligibility to trade in digital asset products may vary based on jurisdiction.

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