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Traders Academy Free Online Courses

Traders' Academy

Traders’ Academy helps traders, investors, educators and students improve their understanding of the products, markets, currencies and tools available via IBKR’s award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.

Our complimentary courses use a syllabus to define instructional goals and objectives, are delivered using a blend of lessons, videos and notes, and use quizzes to benchmark progress.


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TWS for Beginners - Updated

Instructor: Andrew Wilkinson

Our introduction to the TWS Mosaic platform will help you understand how to navigate it for the first time and how to maximize your use as you develop your skills. These lessons walk you through how to set up basic trades and how to configure your workspace to your satisfaction. You will learn how to configure the news panel to easily locate news and access available research from IBKR’s providers. Plus, we will help you get underway with several order types, chart configuration, creating watchlists and accessing portfolio information.


8 Lessons | 59 mins | Beginner | 2020/05/26

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ETF Trading and Liquidity

Instructor: State Street Global Advisors

This course by State Street Global Advisors will discuss ETF trading factors, market structure and executions, liquidity considerations and ETFs and market volatility events.


4 Lessons | 25 mins | Intermediate | 2020/03/09

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US Taxes for US Non-Residents

Instructor: Andrew Wilkinson

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them. 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.


6 Lessons | 24 mins | Beginner | 2020/01/06

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U.S. Municipal Bond Market

Instructor: Steven Levine

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. municipal bond market, including the types of securities investors typically encounter such as general obligation bonds and revenue bonds. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with municipal securities and how they may be mitigated, along with certain tax considerations. Lastly, we’ll walk you through the IBKR Trader Workstation, where you can locate certain municipal bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.


10 Lessons | 37 mins | Beginner | 2019/12/16

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CME - Trading and Analysis

Instructor: CME Institute

In this section, you’ll explore the differences between fundamental analysis and technical analysis. Then, you’ll learn an important concept that traders need to understand—the difference between trending and anti-trending markets.


6 Lessons | 15 mins | Beginner | 2019/11/19

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CME - Intermediate Technical Analysis

Instructor: CME Institute

There are two types of analysis used by traders to inform their trading decisions. Technical analysis and fundamental analysis. In this course, you will learn about the various patterns, indicators, and analysis techniques traders use when studying the price of a commodity. We will start at the beginning by learning how to read price charts. Then we’ll cover some of the more popular techniques such how to identify trend and reversal patterns, finding support and resistance levels, and various oscillators.


8 Lessons | 24 mins | Intermediate | 2019/11/19

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CME - Building a Trade Plan

Instructor: CME Institute

Traders who win consistently treat trading as a business. While there is no guarantee that you will make money, developing a trading plan is crucial if you want to become consistently successful and thrive in the trading game. Every trader—no matter your experience—needs a plan.


7 Lessons | 12 mins | Beginner | 2019/11/13

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Direxion - Understanding Leveraged & Inverse ETFs

Instructor: Direxion

ETFs resemble mutual funds in structure but can be traded throughout the day like stocks. Direxion offers leveraged ETFs — daily trading tools that are designed to help increase exposure and stay agile in rapidly changing markets.


6 Lessons | 20 mins | Intermediate | 2019/11/07

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Introduction to American Depositary Receipts

Instructor: Kalen Hollliday

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a foreign company. This course also covers the history of ADRs and potential benefits and risks.


2 Lessons | 12 mins | Beginner | 2019/11/06

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CME - 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

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Sector Investing

Instructor: Andrew Wilkinson

This course aims to help students understand some of the tools available within TWS to better analyze sector investing. The course also explains the use of Beta in understanding the economic cycle.


2 Lessons | 12 mins | Intermediate | 2019/10/15

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Introduction to Stocks

Instructor: Andrew Wilkinson

If you are new to investing and want to begin to understand stock market fundamentals, this course will help familiarize you with some common terms and concepts surrounding investments.


2 Lessons | 19 mins | Beginner | 2019/10/15

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Fundamental Analysis

Instructor: Andrew Wilkinson

This course walks through basic fundamental accounting concepts covering Income Statement, Balance Sheet and Statement of Cash Flows, using available company data in TWS.


3 Lessons | 20 mins | Intermediate | 2019/10/14

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FTSE - Introduction to Indexes

Instructor: Rolf Agather

This course provides an introduction to indexes. You will learn what an index is, how it is used, and how index constituents are selected. We will discuss what it means for an index to be float-adjusted, as well as how index values are calculated, and how those values are used to calculate performance.


4 Lessons | 17 mins | Beginner | 2019/09/30

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CME - Introduction to Eurodollars

Instructor: CME Institute

Short Term Interest Rate (STIR) markets remain a critical product within the fixed income asset class and are closely watched by investors keen to track central bankers’ policy moves. By far the largest of them all is the CME-traded Eurodollar futures market for 90-day liabilities.


10 Lessons | 25 mins | Beginner | 2019/08/23

To view this course, you must acknowledge that you have received the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy, call 312 542-6901 or click here.

CME - Introduction to Treasuries

Instructor: CME Institute

Broaden your understanding of futures and Treasury markets with this course.


8 Lessons | 21 mins | Beginner | 2019/08/22

CME - Learn About Key Economic Events

Instructor: CME Institute

As a trader, you will come across many factors that you must consider before entering or exiting the markets. Some of the most important aspects to look for are economic events that can move the markets drastically one way or another.


9 Lessons | 23 mins | Beginner | 2019/08/20

WisdomTree - Introduction to Exchange-Traded Funds

Instructor: Michael Barrer

We explain what Exchange-Traded Funds are; how they differ from mutual funds; the types of ETFs available to you; where you can buy and sell ETFs; and how the basic structure of an ETF works.


3 Lessons | 13 mins | Intermediate | 2019/08/12

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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

Introduction to Mutual Funds

Instructor: Kalen Holliday

We explain what mutual funds are and detail the different types of funds. The course also covers how mutual fund prices are determined, as well as explore different share classes and various types of mutual fund-related fees.


3 Lessons | 16 mins | Beginner | 2019/07/26

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Advisors Orientation II

Instructor: Mary MacNamara

We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to manage your gains and losses for tax purposes. We’ll walk through TWS Rebalance Portfolio and Model Portfolio tools, plus show you how to navigate IBKR Mobile for Advisors. Lastly, we’ll give you a tour of PortfolioAnalyst, Bonds and Cash Management features tailored for Advisors.


10 Lessons | 47 mins | Beginner | 2019/06/19

Advisors Orientation I

Instructor: Andrew Wilkinson

Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client.


12 Lessons | 1 hr 6 mins | Beginner | 2019/05/13

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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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Python TWS API

Instructor: Joshua Beacom

This is a course in programming with the Trader Workstation Application Programming Interface (TWS API) for Python developers. In this course, we describe how to get started in developing Python applications that use the API.


8 Lessons | 1 hr 28 mins | Advanced | 2019/01/30

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TWS Algos

Instructor: Andrew Wilkinson

This course introduces the user to several algos available in TWS and provides a detailed overview of several complex orders that can help maximize your returns by providing a better fill at the most advantageous destination subject to customized rules.


4 Lessons | 19 mins | Intermediate | 2018/11/15

Order Types

Instructor: Andrew Wilkinson

This course covers multiple ways for investors to enter orders using TWS Mosaic. The lessons teach basic limit and market order entry, as well as setting up stop orders ( existing position or not). As we progress, the lessons explain more complex orders such as bracket, one-cancels all and trailing order types.


8 Lessons | 34 mins | Beginner | 2018/11/09

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IBKR’s Risk Navigator©

Instructor: Andrew Wilkinson

For most money managers, risk management is a key component to investing. The IB Risk Navigator is a powerful standalone portfolio monitoring tool built to measure and aggregate real and dummy position exposure across all asset classes.


5 Lessons | 24 mins | Intermediate | 2018/10/26

Reviews:

To view this course, you must acknowledge that you have received the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy, call 312 542-6901 or click here.

Securities Lending and Borrowing

Instructor: Andrew Wilkinson

This course is aimed at helping investors wanting to take a short position in stocks understand what to do and where to find key information in Trader Workstation. We explain the short selling cycle and how investors can easily find out stock loan availability in the platform.


5 Lessons | 26 mins | Advanced | 2018/10/11

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Trading Around the World

Instructor: Andrew Wilkinson

This course is designed to help investors understand the implications of trading outside of their domestic market. The goal is to help investors be aware of available markets, trading permissions and market data available through Interactive Brokers.


7 Lessons | 48 mins | Intermediate | 2018/10/10

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

Advanced Trading Tools

Instructor: Andrew Wilkinson

Each lesson centers on a specific standalone module within TWS that has a unique purpose.


6 Lessons | 43 mins | Advanced | 2018/06/20

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Introduction to Technical Analysis

Instructor: Adam Grimes

A solid overview into modern technical analysis by long-time trader and best-selling author Adam Grimes. This course will give you a solid foundation in chart reading, understanding a trading edge, using indicators, and developing the process and skills to apply these tools in your own trading.


6 Lessons | 1 hr 10 mins | Beginner | 2018/06/07

IBKR Mobile - iPhone© and iPad©

Instructor: Mary MacNamara

This course is about using IBKR Mobile on your iPhone and we’ll also explore the iPad user interface. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.


7 Lessons | 49 mins | Beginner | 2018/05/31

Option Tools

Instructor: Andrew Wilkinson

This series of lessons will help deepen your understanding of options and discuss the many available TWS tools investors can use to analyze the market before making a trade. Each lesson focuses on a single tool or approach to a valuable concept about the options market.


13 Lessons | 59 mins | Advanced | 2018/05/07

Reviews:

To view this course, you must acknowledge that you have received the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy, call 312 542-6901 or click here.

Fixed Income Trading for TWS

Instructor: Andrew Wilkinson

Whether you are a new to the world of fixed income trading or an experienced professional, our course is structured to help you configure and locate bonds available for trading in TWS. Each lesson addresses a specific aspect to the subject from the perspective of the user looking to quickly move ahead with distilling the world of bonds on the platform.


4 Lessons | 39 mins | Beginner | 2018/04/12

Introduction to Margin Trading

Instructor: Alex Spruck

We will teach you the different types of margin accounts, methods and requirements in order to understand how margin rules are determined both domestically and abroad. Trading on margin is only for sophisticated traders. You may lose more than your initial investment.


5 Lessons | 56 mins | Advanced | 2018/03/02

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IBKR Mobile -Android©

Instructor: Mary MacNamara

This course will cover using IBKR Mobile on your Android© phone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.


6 Lessons | 42 mins | Beginner | 2018/03/02

Introduction to Charts

Instructor: Andrew Wilkinson

Learn how to open or load a chart and access configuration menus. The lesson will teach TWS chart users simple shortcuts allowing them to change time periods and add simple studies. Control the display to show candlesticks, bars or lines.


6 Lessons | 51 mins | Beginner | 2018/03/02

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Trading Using R

Instructor: Milind Paradkar, QuantInsti

R has an array of R-packages for automated trading and performance analytics for back testing and analyzing trading strategies. The IBrokers package has been created by Jeffrey Ryan and is currently maintained by Joshua Ulrich. *Disclaimer: This software is in no way affiliated, endorsed, or approved by Interactive Brokers or any of its affiliates. It comes with absolutely no warranty and should not be used in actual trading unless the user can read and understand the source. IBrokers is a pure R implementation of the TWS API.


8 Lessons | 39 mins | Advanced | 2018/01/26

Introduction to Futures

Instructor: Andrew Wilkinson

This course provides content to suit investors with different levels of knowledge about the futures market. Investors new to the world of futures trading can use this introductory course to learn key industry concepts and how to find information using the trading tools within TWS.


9 Lessons | 1 hr 11 mins | Intermediate | 2018/01/19

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Introduction to Options

Instructor: Andrew Wilkinson

Whether you are new to options or want to brush up on some risk basics, or you are learning TWS and want to know how to locate option fields and data, our Introduction to Options course is an excellent first step.


5 Lessons | 1 hr 13 mins | Advanced | 2017/10/18

Reviews:

To view this course, you must acknowledge that you have received the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). Options involve risk and are not suitable for all investors. For more information read the "Characteristics and Risks of Standardized Options". For a copy, call 312 542-6901 or click here.