Traders Academy Free Online Courses

Traders' Academy

Interactive Brokers' Traders Academy is intended for financial professionals, investors, educators and students seeking a better understanding of the asset classes, markets, currencies, tools and functionality available on IB's award-winning Trader Workstation (TWS), IBKR Mobile, Account Management and TWS API applications.

Our complimentary courses use a blended delivery method of lessons, videos, quizzes, and notes to help TWS users improve their understanding of its tools and capabilities.


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All Categories /Financial Planning


Futures Fundamental Analysis

Instructor: CME Institute

Fundamental analysis is the process of determining the model price of a futures contract, now and in the future, using factors like micro economic data, macro-economic data, and industry financial conditions.


9 Lessons | 27 mins | Beginner | 2019/10/29

Taxes and Retirement

Instructor: Nancy Nelson

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries. Circular 230 Notice: The information in this presentation is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.


5 Lessons | 44 mins | Beginner | 2019/07/30

US Taxes for Traders and Investors

Instructor: Nancy Nelson

This tax course is a general overview of US Federal taxes for traders and investors. Circular 230 Notice: The information in this presentation is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.


10 Lessons | 1 hr 29 mins | Beginner | 2019/07/29

Client Portal

Instructor: Andrew Wilkinson

Client Portal enables clients of Interactive Brokers to stay connected to what matters as well as access key features and services in their accounts. Client Portal not only provides users with access to details about their accounts, but also allows them to trade using a single log in.


5 Lessons | 22 mins | Beginner | 2019/03/08

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US Trader Tax 101

Instructor: Robert A. Green, CPA

Complex tax rules significantly impact investors, traders, and investment managers. Learning these rules is the first step to tax savings. Traders have unique tax topics, tax breaks, and pitfalls. Robert A. Green, CPA is a leading authority on trader tax as recognized by the publishers, media, traders, and industry groups.


6 Lessons | 57 mins | Beginner | 2018/07/23

PortfolioAnalyst

Instructor: Andrew Wilkinson

The PortfolioAnalyst reporting tool enables users to slice and dice portfolio investments in order to measure and compare performance against routine or complex benchmarks. From a simple snapshot of your investments to a granular detailed report, the user is able to create reports that explain portfolio performance relative to selected benchmark sectors.


5 Lessons | 30 mins | Beginner | 2018/06/29