IBKR’s Education & Tutorials

Study Notes:

The IBKR Campus offers a wide variety of financial education and ‘how to’ tutorials to our clients and the general public at no cost.  Here, you can learn about topics critical to trading and investing, as well as how to navigate Interactive Brokers’ trading tools – all while improving your understanding of the global financial markets, as they change daily.

Counting the Student Trading Lab, the IBKR Campus is comprised of seven pillars – each a vital resource depending on your learning objectives.

Traders’ Academy

Financial trading education designed for individual and professional investors.

As we mentioned in our previous lesson, Traders’ Academy was primarily designed for those individual and professional investors seeking a better understanding of the financial markets, asset classes, and trading tools.

At Traders’ Academy, participants can become better acquainted with IBKR’s platforms, along with tutorials on specific tools that can aid in classroom curricula, including PortfolioAnalyst and Investment Reporting, Introduction to Charts, and IBKR’s Risk Navigator.

Courses and lessons on Traders’ Academy are comprised of easily accessible and digestible short videos that are accompanied by study notes and quizzes to help reinforce the learning experience. Each Traders’ Academy course addresses a specific area, such as trading products, economics, fundamentals, or IBKR tools [See also our Advanced IBKR Tools tutorials!]. 

Let’s take a look at the TWS for Beginners course, as an example.

Here, you’ll see the course skill level, along with a breakdown of each lesson – and looking at those, you’ll find each is comprised of a short video, a set of study notes, as well as links to additional resources.  You can also ask us a question or test your knowledge by taking a quiz.

TWS for Beginners is a great resource for learning how to get started with our desktop Trader Workstation platform. Among a host of other instructional material, this course explains how to download the software to your desktop and login, how to configure the workspace and generally navigate the system, as well as shows you how to enter basic orders, create a watchlist, view charts, and much more.

Platform Tutorials

On the subject of IBKR’s platforms, Traders’ Academy also offers instructional lessons on how to use Client Portal – where we illustrate how to view your account using a web-based login, get a summary of activity, browse market-related news, and make the occasional trade. We also have courses devoted to using our IBKR Mobile and GlobalTrader platforms for both iOS and Android devices – which will help you get up and running, and trade on the go.  

And if you want to view courses by skill set – we have grouped together all Beginner, Intermediate, and Advanced content for your convenience.

Whether a beginner, building expertise, or in an advanced level of study, our educational offerings can provide practical, hands-on insights and instructions that can aid in numerous use cases – from constructing a simple trading contest to creating an order to execute a basket of stocks using an API.

Broad Array of Topics!

Explore further with other courses such asIntroduction to TWS Order Types, where you will learn about some of the more popular order types available in TWS, including limit, market and stops. Or try Introduction to Charts, where you will learn how to configure charts, view multiple charts, and learn how to add multiple studies, and even trade directly from a chart. You can also select from a wide array of investment product-related courses – from stocks to options to fixed-income, futures, forex, and more.

We also have courses that focus on economics, as well as fundamentals that explore topics such as ESG Investing, along with Fundamental and Technical Analysis. 

While IBKR produces most of its Traders’ Academy courses in-house, we also provide great content from our partners, including CME Group, WisdomTree, Direxion, and State Street, among others.

Broaden your investment horizon and access our free learning modules at a pace that suits you.

Traders’ Insight

Read and watch economic commentary and videos contributed by industry leaders providing valuable insight on the global economy, stocks, options, futures, currencies, crypto, ETFs and more. Stay on top of what’s happening in the markets.

Now, let’s move on over to Traders’ Insight, which provides a feast of daily articles, videos and podcasts covering current financial market and economic events from around the world. 

Interactive Brokers’ own analysts, along with a diverse set of leading financial institutions, offer a wealth of commentary about the global financial markets, economics, and monetary policy – capturing the driving forces that can affect your investment decisions.

Stop by Traders’ Insight at the IBKR Campus, or access its content inside TWS, as part of that platform’s environment!

IBKR Podcasts

Stay up to date with financial and macroeconomic events by subscribing to the IBKR Podcast channel by Interactive Brokers. Audio market commentary draws upon an array of industry experts to get unique insight on a variety of topics and asset classes. Episodes include discussions with researchers, leading financial services companies and veterans from the financial field.

You can also keep abreast of financial and economic analyses by listening, and subscribing, to IBKR Podcasts – available at the IBKR Campus, Podbean, and other popular streaming audio services, such as Spotify, Apple Podcasts, Amazon Music, and more! Join us in our conversations with industry experts, as we discuss a variety of topics and asset classes – with Spanish-language podcasts and financial literacy and career development discussions also available!

IBKR Webinars

Educate yourself on a variety of topics and asset classes by joining our free educational resource designed to broaden your understanding of how financial markets work and learn techniques to help you become a smarter investor.

Looking for an online event to attend? With IBKR Webinars, you can listen, learn, and ask questions without leaving your home or office! 

Educate yourself on a variety of topics and asset classes, with presentations designed to broaden your understanding of how financial markets work, as well as learn techniques to help you become a smarter investor. Our contributors include leaders in the financial industry and provide a wide range of market-related topics each week, including options trading, commodities, exchange-traded funds, volatility, and more.

IBKR Quant

For those interested in quantitative analysis of financial markets using mathematical techniques.

Let’s now turn to IBKR Quant, which is intended for those interested in using data science, programming languages, and other mathematical techniques to conduct quantitative analyses on the financial markets. Indeed, IBKR Quant is quite popular with computational finance students, as well as those wanting to trade markets using computer-power.

Articles available at IBKR Quant are contributed by coders and developers in the quant-space and seek to help programmers by offering concise, and actionable, code-based examples.

Traders’ Glossary

And if you get curious, or caught-up on a word or term you might come across, refer to IBKR’s Traders’ Glossary – providing you with an A-to-Z list of terms and phrases commonly used in financial services and education.

Learn More

For more details, browse through IBKR’s Campus Contributors, who, in addition to our own in-house economic and financial analysts, comprise a long list of third-party industry veterans – from small, specialized boutiques to large financial institutions – ensuring a wealth of different topics and perspectives.

And to stay on top of new and upcoming content, sign-up to receive our Campus Newsletters! These include daily updates from Traders’ Insight, weekly updates from IBKR Quant, upcoming IBKR Webinars notifications, as well as notices from across the Campus – such as from Traders’ Academy, and more!

IBKR also offers several short videos, hosts content on third-party platforms, such as Coursera, and houses extensive video content through its YouTube channel playlists!

Now that we’ve covered IBKR’s platforms, along with our wealth of educational offerings, we’ll next take a deeper dive into those resources available through the Student Trading Lab that can complement college finance courses requiring fundamental analysis as part of their learning objectives.