Investment Themes

Instructions

The new Investment Themes window 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 either of the following steps:

  1. Navigate to the Quote panel on any S&P 1500 stock you're interested in and select the Fundamentals tab followed by the Investment Themes tab

    Alternatively, Navigate to the Sitemap panel and search/select the Investment Themes option under Research

  2. Click a theme and select Investment Theme Overview to view details and related instruments.

  3. The Investment Theme Overview page will populate on your screen.

  4. Populate the desired articles to Add To Watchlist, View the Quote screen, or view a Company Overview.

 

Additional Resources

Learn About the IBKR Desktop Interface at IBKR Campus

Visit the IBKR Desktop Website