IBot

Instructions

IBot's text-based interface helps you to complete key trading tasks without having to navigate anywhere else. IBot's text entry field accepts commands you enter in plain English, and responds by presenting you with the data or information you requested. Get quote details, create and submit orders (including complex algos!), look at account values, find website information, complete Portal-based tasks, open a chart and much, much more, all from the convenience of IBot's intuitive interface.

To Use IBot

  1. Click the IBot button across the top tool bar.

    The IBot button in the TWS toolbar.

  2. Enter a command in the text box at the bottom of the IBot interface using everyday language.

  3. Interact as needed with IBot's response, for example if you check the latest price of aapl, you may decide to buy it.

    The IBot window in TWS.

  4. To find out more about IBot, visit the IBot Feature in Focus page.

Quotes: “quote Interactive Brokers”, “show the price of Interactive Brokers”

  • IBot can also display fundamental information

  • Options: In cases where there is more than one option contract on the same exchange with the same expiry, strike and right, IBot will choose a contract as follows:

    • Choose smart over non-smart

    • Choose non-weekly contracts

    • Choose the contract with a standard multiplier

  • Partial Instrument Match: In cases where you leave out a parameter, IBot will try to identify the option contract with an educated guess based on the following logic:

    • If the underlying is missing, assume the last used underlying if one is available

    • If the type is missing, use a CALL.

    • If the expiration is missing, use the nearest month.

    • If the strike is missing, use the at-the-money strike.

  • Charts: “10 day 1 hour bar chart for Interactive Brokers”, “chart Interactive Brokers”

    • If you omit bar sizes or time ranges, IBot will display the most reasonable chart based on what you entered

  • Orders: “buy 100 shares of Interactive Brokers at market”, “sell 100 shares of IBKR at 40”, “close my Interactive Brokers position”, “close 10% of my long positions”

    • You MUST click the Submit button located within IBot to place the order

  • Trades: “show trades in Interactive Brokers”

  • Market Scanners: “top gaining US stocks", "biggest US market winners"

  • Market Depth Level II Data: “market depth for Interactive Brokers”, “level 2 for IBKR”

  • Option Chains: “option chains for Interactive Brokers”, “jan options for IBKR”

  • Calendar: "show portfolio events", "upcoming events for portfolio companies"

  • Your Account: “show my P&L”, “show my buying power”, “what is my net liquidation value”

  • Modify a Command: after creating an order, “change this order to market”

  • Help: get help with IBot by typing help before a type of command, “help with orders”, “help with chart”

  • Company Fundamentals: “show summary for Interactive Brokers”, “Return on Equity for IBKR”

  • Customer Service Information: “customer support”, “support”

    • Will include a link to the Contact Client Services page of our website

  • IBKR web site information: Use the terms Search: or Search for to return reference information from the IBKR web site. IBot will return the top matches with links to the relevant web page.

 

Additional Resources

Learn About iBot in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website