We have merged our two original allocation configurations, Account Groups and Allocation Profiles, into a single process under Groups. Clients who previously defined Allocation Profiles will see them listed in the Groups tab of the Advisor Setup page, identified by the same profile name and allocation method. Additionally, the allocation profile methods are still supported when creating new Groups by selecting "User-Specified" from the Create Group Method drop-down, and then using the drop-down on Contracts/Shares to choose a method.
Also, the available Group methods no longer include the Percent Change method as a selection, but this method can be used to calculate the order quantity when the Group includes positions in the selected instrument. In this circumstance, the Quantity field will show a "% Change" section where you can choose the percent by which you want to increase or decrease positions. Once calculated, the Quantity field will display the percent with either Ind or POS.
For example, if you use the Size Wand (click in the Quantity field) to select 50%:
Our new advanced news and research "Search" tool makes it easier to find the content you really want to read:
With an advanced search, improved News Reader, over 200 preset feeds, the ability to save searches that update in real-time, your own personalized news feed and more, the content you need to make better trading decisions is truly right at your fingertips.
Interactive Brokers is dedicated to helping you make better investment decisions. In 2018 we introduced Refinitiv Environmental, Social and Corporate Governance (ESG) metrics to provide transparency into company policy and its non-financial effects. Recently we enhanced ESG to allow you to be notified when companies engage in activities counter to your values.
Now we've expanded our responsible investing offerings even more with the interactive Impact Dashboard, which incorporates a new data source from TruValue Labs that scores companies against the Sustainability Account Standards Board (SASB) criteria.
Use the Impact Dashboard to evaluate and potentially adjust your portfolio to invest in companies whose responsible world view coincides with your own. Choose the impact values and principles that are important to you, like Racial Equality and No Animal Testing. Then let the Impact Dashboard analyze and grade your portfolio based on how your positions align with your principles. The dashboard even shows how each individual investment is helping or hurting your overall Portfolio Impact Score .By viewing companies through an "impact lens" of your own design, you can clearly see whether their socially-responsible goals and principles line up with yours.
Follow the prompts to set up your dashboard.
Note: To make your Impact Score more meaningful, be sure to limit your selections to the values that are most important to you. They are used in the calculation of your Portfolio Impact Score, and the more values you select, the less impact each value has on your score.
Note: These practices are not used in the Portfolio Impact Score calculation. Instead, we will "red flag" companies that engage in these practices so that you can avoid them if you want.
Once your selections are made we'll use this information along with the available impact data to analyze your portfolio and provide you with your interactive Portfolio Impact Score.
Edit your preferences at any time by clicking the pencil icon next to the Your Preferences title.
Now you can see current and trending market sentiment scores for companies in your Watchlist, Portfolio and throughout TWS 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. Social Sentiment scanners coming soon.
Current data coverage includes the entire US equity universe, over 3000 global ETFs and the LSE FTSE 1000, with content updating every 1 minute. FX and Commodity futures and FX Spot coverage coming soon.
We provide the following data points that you can view in the Social Sentiment widget in the Fundamentals Explorer and in the Social Sentiment columns that you can display in your Watchlists, Scanners, Portfolio and other tools:
Open Fundamentals Explorer from the Mosaic New Window drop-down. In the Fundamentals Explorer, click the Social Sentiment tab to see a graphical representation of data points listed above.
Add Social Sentiment columns to your Watchlist and other tools to see the current market sentiment for specific companies. Score and volume values range from -4.25 to 4.25. A score of 3 or higher indicates extremely positive sentiment/high volume. A score -3 or lower indicates extremely negative sentiment/low volume. Column values are color-coded for at-a-glance assessment:
To add columns to a window, hold your mouse over an existing column name until the Insert Column command appears. Click Insert Column and scroll to the Social Sentiment column group. Click a title to add the column to your window. Hold your mouse over a title in the group to see the column definition.