Interactive brokers options screener

For traders who are comfortable managing their own routes to minimize exchange costs or maximize exchange rebates, Interactive Brokers also offers a tiered pricing structure. Options Trades - For options trades, the standard rates are also tiered. For an investor trading less than 10, contracts per month having their trades routed using the Interactive Brokers Smart Routed system defaultthere are three tiers based on the price of the contract itself.

These tiers are broken down below exchange and regulatory fees may also apply:. Mutual Funds - Only no load Mutual funds are supported. Other Investments - Interactive Brokers also offers futures trading all typesforex, bonds, and CFDs. Bonds Screener Yes Offers corporate bonds.

Bonds Municipal Yes Offers municipal bonds. Bonds US Treasury Yes Offers US treasury bonds. CDs No Offers certificates of deposit CDs.

Clearing Firm Self-clearing The clearing firm. Commission Free ETFs 33 Total number of commission free ETFs offered.

Direct Market Routing - Stocks Yes Ability to route stock orders directly to a specific exchange designated by the client. Direct Market Routing - Options Yes Ability to brokers option orders directly to a specific exchange designated by the client. DRIPs Yes Offers dividend reinvestment plans DRIPs. Futures Trading Yes Offers futures trading. Member FINRA Yes Member of FINRA Financial Industry Regulatory Authority - finra. Member SIPC Yes Member of SIPC Securities Investor Protection Corporation - sipc.

Mutual Funds Yes Offers mutual funds trading. Mutual Funds No Load Total number of No Load mutual funds offered. Mutual Funds Load Total number of Load mutual funds offered. Mutual Funds NTF Total number of No Transaction Fee NTF mutual funds offered. Mutual Funds Total Total number of mutual funds offered. Mutual Funds Phone Trades No Can place mutual fund trades via phone.

Mutual Funds Web Trades Yes Can place mutual fund trades via the website or platform. No Fee IRAs No Offers no fee IRAs. No Inactivity Fees No Charges no yearly inactivity fee for not placing a trade or not actively engaging in the account.

No Minimum Deposit No No minimum deposit required to open an account. Options Exercising Web Yes Exercise an option via the website or platform. Options Exercising Phone No Exercise an option via phone. Options Trading Yes Offers options trading. Complex Options Max Legs 8 The max number of individual legs supported when trading options.

Options Trading Mini Yes Offers mini options. Options Trading Weekly Yes Offers weekly options. Stock Trading Yes Offers stock trading. Customer Service Feature Value Definition Phone Support Yes Offers phone support. Email Support Yes Email support for clients. Live Chat Current Clients Yes Live chat support for current clients.

Live Chat Prospect Clients Screener Live chat support for prospective clients. Desktop Platform Mac Yes A downloadable, Mac based desktop trading platform. Web Platform Yes Offers a web browser based trading platform. Broker website does NOT count. Active Trading Platform Trader Workstation TWS The flagship trading platform. Charting - Display Corporate Events Yes Can show or hide multiple corporate events on a stock chart.

Charting - View Historical Trades Yes The ability to see past buy and sells, typically marked with a buy or sell symbol, on the stock chart. Charting - Drawing Tools 9 The number options drawing tools available for analyzing a stock chart. Charting - Trade Off Chart Yes The ability to pre-populate or execute a trade from the chart. Most commonly this is done by right clicking on the chart and selecting an order. Linking the user from the chart to an empty non pre-populated order form does NOT count.

Charting - Notes Yes Add notes to any stock chart. Heat Mapping No Colored heat map view of a watch list, portfolio, or market index. Heat maps are a visual tool used to view gainers and losers. Ladder Trading Yes A ladder tool provides active trading clients the ability to one click buy and sell equities off a real-time streaming window of fanned bids and asks.

Level 2 Options - Stocks Yes Level II stock quotes available. Level 2 Quotes - Options Yes Level II options quotes available.

Option Chains - Streaming Real-time Yes Option chains with streaming real-time data. Option Chains - Total Columns 37 Option chains total available columns for display. Duplicates do not count. Options Analysis - Probability Analysis Basic Yes A basic probability calculator.

Option Analysis - Probability Analysis Adv Yes A tool to analyze a hypothetical option position. Option Positions - Contract Rolling Yes Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration. Stock Alerts Delivery - Email Yes Stock alert optional delivery method: Stock Alerts Delivery - Sound Yes Stock alert optional delivery method: Stock Alerts Delivery - Text SMS Yes Stock alert optional delivery method: Streaming TV Yes Offers live TV.

Examples - CNBC, Bloomberg. Trade Hot Keys Yes Ability to designate keyboard hotkeys for on the fly trading. Virtual Trading Yes Offers virtual simulated trading. Watch Lists - Streaming Real-time Quotes Yes Site or platform only one needed watch lists stream real-time quote data. Watch Lists - Total Fields Total available fields when viewing a watch list.

Research Feature Value Definition Research - ETFs Yes Brokers ETFs research. Full quote and research results must be available for 4 of the 5 following tickers: SPY, GLD, OIH, QID, FAZ. Research - Mutual Funds No Offers mutual funds research.

Full quote and research results must be available for 2 of the 3 following tickers: Research - Fixed Income No Offers fixed income research.

Full quote and research results must be available for fixed income securities such as interactive US Treasuries. Misc - Global Markets Overview Yes A featured quote summary of worldwide indices. Must be via website or platform, mobile excluded as separate category.

Misc - Portfolio Builder Yes A tool that asks hypothetical risk tolerance questions then assists clients with building a diversified portfolio of ETFs based on their answers.

Equity Research - Earnings Analysis Yes View analysis of past earnings. Consensus vs actual data, EPS growth, sales growth. Equity Research - Insider Analysis Yes View a list of recent insider transactions. Note - Stocks included must be customizable, ie AAPL, BABA, DIS. Equity Research - SEC Filings Yes View a list of recent SEC filings. Equity Research - Social Sentiment No View social screener analysis, eg twitter analysis, for individual equities.

Equity Research - Research Reports 0 Total number of downloadable PDF research report providers available for equities research using symbol AAPL. ETF Research - Performance Analysis Yes The ability to view historical performance. ETF Research - Top 10 Holdings Yes A list of the ETF's top 10 holdings.

ETF Research - Morningstar Style Box No The infamous Morningstar style box which visually marks the ETF's investment strategy in one of nine boxes. ETF Research - 3rd Party Ratings Yes Are third party ratings available for the ETF SPY? ETF Research - Research Reports Yes Are downloadable research reports available for the ETF SPY? Mutual Fund Research - Fees Breakdown Brokers A clear breakdown of the fund's fees beyond just the expense ratio. Mutual Fund Research - Top 10 Holdings No A list of the fund's top 10 holdings.

Mutual Fund Research - Performance Analysis No The ability to view multi-year historical performance. Mutual Fund Research - Prospectus Yes Access to the fund's prospectus in PDF format. Mutual Fund Research - 3rd Party Ratings No Are 3rd party ratings available for the fund VTSMX? Mutual Fund Research - Research Reports No Are downloadable research reports available for the fund VTSMX?

Screener - Stocks Yes Offers a equities screener. Screener - ETFs Yes Offers a ETF screener. Screener - Mutual Funds No Offers a mutual fund screener. Screener - Options Yes Offers a options screener. Commonly referred to as a spread creation tool or similar. Screener - Bonds Yes Offers a bond screener. Education Feature Value Definition Has Education - Stocks Yes A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being stocks. All content must be easily found within the website's Learning Center.

Platform tutorials, FAQs, etc do NOT count. Has Education - ETFs No A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being ETFs. Has Education - Options Yes Options minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being options. Has Education - Mutual Funds No A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being mutual funds.

Has Education - Fixed Income No A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being fixed income. Has Education - Retirement No A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being retirement. Investor Dictionary Yes An online dictionary of at least 50 investing terms.

Client Webinars Yes Provides educational client webinars through the web, at least one per month. Client Webinars Archived Yes Provides an archived area to search and watch previously recorded client webinars. Live Seminars No Provides at least 10 live, face-to-face options seminars for clients each year. Must be delivered by a broker staff member. Videos Yes Are educational videos available?

A video interactive a short clip, typically several minutes in duration, that explains a trading concept, term, or strategy. Archived webinars and platform demos do NOT count. Retirement Calculator No Offers a retirement calculator. Interactive Learning - Quizzes No Quizzes offered within the education center. Must include multiple questions and score results. Example service provider - Morningstar, InvestingTeacher. Apple Watch App Yes Offers a downloadable Apple Watch app through the iOS app store.

Android App Yes An Android smartphone app available in the Google Play store. Android Tablet App Yes An Android tablet app available in the Google Play store. Mobile Site Yes Has a mobile website, typically m. If on mobile phone and navigate to homepage, homepage should redirect to mobile site automatically. Having a responsive website is also acceptable. Touch ID Yes Offers optional Touch ID security fingerprint verification for iOS mobile app. Account login most common integration.

Account Transfers No Ability to perform ACH deposits and withdrawals from the mobile App. Quotes Real-time Yes Mobile app offers real-time quote data. Quotes Streaming Real-time Yes Mobile app offers streaming or auto refreshing real-time stock quote results.

Watch List Real-time Yes Watch list in mobile app uses real-time quotes. Watch List Streaming Real-time Yes Watch list in mobile app uses streaming real-time quotes. Watch List Syncing Yes Watch list in mobile app syncs with client's online account.

Updates made in the mobile app migrate to the online account and vice versa. Market Movers Top Gainers Yes Stocks top gainers list viewable in the mobile app. Must be customizable filters, not just predefined searches. Charting - Stock Comparisons No Display multiple stock charts at screener for performance comparison in the mobile app. Charting - After Hours Yes Stock charts in mobile app display after hours trade activity.

Stock Alerts - Basic Fields Yes Set basic stocks alerts in the mobile app. Stock Alerts - Advanced Fields No Set advanced stocks alerts in the mobile app. All studies SMA, MACD, RSI, etc are considered advanced fields. Stock Alerts Delivery - Push Notifications No Optional smartphone push notifications for stock alerts in the mobile app. Customizable Homescreen No Client dashboard customizable in the mobile app. Portfolio, watch lists, quotes, quick links. Trading - Stocks Yes Stocks trades supported in the mobile app.

Trading - After-Hours Yes After-hours trading supported in the mobile app. Trading - Conditional Orders Yes Conditional orders Contingent, OTO, OCO, OTOCO, etc supported in the mobile app.

Trading - Mutual Funds No Mutual fund trades supported in the mobile app. Trading - Simple Options Yes Single-leg option trades supported in the mobile app.

Trading - Interactive Options Yes Multi-legged option trades supported in the mobile app. Trading - Option Rolling No Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration in the mobile app.

Banking Feature Value Definition Member FDIC No Member of the FDIC Federal Deposit Insurance Corporation - fdic. Checking Accounts No Offers formal checking accounts and checking services. To qualify, checking services must be marketed on the website as a client service. Basic checking through the clearing firm does not count. Savings Accounts No Offers savings accounts.

Debit Cards No Offers debit cards as part of a formal banking service. Credit Cards No Offers credit cards. Mortgage Loans No Offers mortgage loans. Mobile Check Deposit No Check deposits can be made through the mobile app. Online Bill Pay No Ability for clients to add and pay bills using the website. Mobile Bill Pay No Ability for clients to add and pay bills using the mobile app. ATM Fee Reimbursement No Are debit card ATM fees reimbursed?

No Fee Banking No Offers no fee banking. Retail Locations 0 Total retail locations. Company HQ or similar corporate offices do not count.

Must be a formally options, publicly brokers branch office marketed on the public website. Order Execution Feature Value Definition Receives Payment for Order Flow Equities No The broker receives payment for order flow for equities trades. Receives Payment for Order Flow Options No The broker receives payment for order flow for options trades.

Client Liquidity Rebates Yes Instead of keeping the market rebate for executing a trade that added liquidity or paying the charge for taking liquiditythe broker passes on this savings or charge to the client.

Financial Information Forum FIF Participant No Member of the Financial Information Interactive FIF and participant in the Retail Execution Statistics program - https: If you brokers any data listed above is inaccurate, please contact us using the options at the bottom of this page. For options orders, options options regulatory fee per contract may apply.

It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.

Please see our General Disclaimers for more information. Terms of Use Disclaimers Privacy Policy. Best Of 11 Best Online Brokers 8 Best Robo Advisors Broker Rankings. Style 6 Best Discount Brokers 5 Best Options Brokers Beginner Investors Penny Stocks Trading.

Tools 5 Best Mobile Trading Apps 5 Best Day Trading Brokers. Popular Stock Brokers TD Ameritrade Fidelity Charles Schwab ETRADE Merrill Edge.

Popular Robo-Advisors Betterment Wealthfront Personal Capital. Open an account today. Interactive Brokers is one of few in the industry that does not receive payment for order flow for equity trades, a known factor in order execution quality. Several examples of how this commission structure screener calculated are seen below: These tiers are broken down below exchange and regulatory fees may also apply: Offering of Investments Feature Value Definition Advisor Services No Offers formal investment advisory services.

Mobile Trading Feature Value Definition iPhone App Yes Offers a downloadable iPhone app through the iOS app store. By visiting this website and scrolling, you agree to our brokers policy and that we may use cookies for the best possible user experience Close.

Offers formal investment advisory services. Ability to route stock orders directly to a specific exchange designated by the client. Ability to route option orders directly to a specific exchange designated by the client. Total number of Load mutual funds offered.

Total number of No Transaction Fee NTF mutual funds offered. Total number of mutual funds offered. Charges no yearly inactivity fee for not placing a trade or not actively engaging in the account. Can show or hide multiple corporate events on a stock chart. The ability to see past buy and sells, typically marked with a buy or sell symbol, on the stock chart.

The number of drawing tools available for analyzing a stock chart. The ability to pre-populate or execute a trade from the chart. Colored heat map view of a watch list, portfolio, or market index. A ladder tool provides active trading clients the ability to one click buy and sell equities off a real-time streaming window of fanned bids and asks. A tool to analyze a hypothetical option position. Ability interactive pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration.

Total available fields when viewing a watch list. Offers mutual funds research. Offers fixed income research. A featured quote summary of worldwide indices. A tool that screener hypothetical risk tolerance questions then assists clients with building a diversified portfolio of ETFs based on their answers.

View analysis of past earnings. Total number of downloadable PDF research report providers available for equities research using symbol Interactive. The infamous Morningstar style box which visually marks the ETF's investment strategy in one of nine boxes. Are third party ratings available for the ETF SPY?

Are downloadable research reports available for the ETF SPY? A clear breakdown of the fund's fees beyond just the expense ratio. Are 3rd party ratings available for the fund VTSMX? Are downloadable research reports available for the fund VTSMX? Offers a options screener. A minimum of interactive educational pieces articles, videos, archived webinars, or brokers with the primary subject being stocks. A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being ETFs.

A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being options. A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being mutual funds. A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being fixed income.

A minimum of 10 educational pieces articles, videos, archived webinars, or similar with the primary subject being retirement. Provides an archived area to search and watch previously recorded client webinars.

Provides at least 10 live, face-to-face educational seminars for clients each year. Are educational videos available? Quizzes offered within the education center. Has a mobile website, typically m. Offers optional Touch ID security fingerprint verification for iOS mobile app.

Watch list in mobile app syncs with client's online account. Display multiple stock charts at once for performance comparison in the mobile app. Set basic stocks alerts in the mobile app. Set advanced stocks alerts in the mobile app. Client dashboard customizable in the mobile app.

Conditional orders Contingent, OTO, OCO, OTOCO, etc supported in the mobile app. Ability to pre-populate a trade ticket and seamlessly roll an option position to the next relative expiration in the mobile app.

Offers formal checking accounts and checking services. Offers no fee banking. The broker receives payment for order flow for equities trades. The broker receives payment screener order flow for options trades.

Instead of keeping the market rebate for executing a trade that added liquidity or paying the charge for taking liquiditythe broker passes on this savings or charge to the client. Member of the Financial Information Forum FIF and participant in the Retail Execution Statistics program - https: