Investment Themes

The new Investment Theme feature allows you to explore companies and details connected to a specific theme. You may then explore connections to the companies themselves.

To access this tool, take the following steps:

  1. Tap a financial instrument from any tool (Portfolio, Watchlist, Scanner, etc) to display mini Quote Details.

  2. Tap again to view the full Quote Details screen.

  3. Scroll down on the Quote screen and click the arrow icon on any of the 'Fundamental' widgets (like Dividends or Analyst Ratings).

  4. This will take you to our Fundamental Explorer tool, and if the company you have selected has Themes coverage (any S&P 1500 stock), you will see a Investment Themes tab and can select it.

  5. You can then explore Investment Themes and other connections to the selected company, and even dive down in to a specific Theme by tapping Investment Theme Overview.

  6. Populate the desired articles to View the Quote screen, View a Company Overview, or View Sources.

 

Additional Resources

Learn About the IBKR iPhone Interface at IBKR Campus

Visit the IBKR Mobile Website