Fundamentals Explorer

Instructions

The Fundamentals Explorer is designed to help you better gauge the fundamental value of an asset, the explorer includes Company Profile, Key Ratios, Dividends, IMPACT, Financials, Analyst Ratings, Analyst Forecasts, News, Social Sentiment, Competitors and more.

To Open the Fundamentals Explorer

  1. Right-click the asset you're interested in then click the Fundamentals Explorer icon.

    The fundamentals explorer icon in TWS.

  2. Navigate using the menu just below the NBBO price section. Alternatively, click the blue arrow from any section to go to that page.

    The fundamentals explorer in TWS.

See over 200 company and ETF ratios including graphical trends to show how key financial ratios have trended in the past five years and comparisons to peers within the same Thomson Reuters Business Classifications. Expand on the ratio to view a bubble chart comparing the same ratio against four peers with the nearest market capitalization, and compare ratio trend values with a peer. Select a competitor to continue your fundamentals research.

In addition to hundreds of fundamentals data values, we now provide a cross-link between company reported statement filings and analyst forecasts for key values, and have added graphical charts to help you quickly assess data trends and surprises to analyst's estimates.

 

Additional Resources

Learn About Fundamentals Explorer in Trader Workstation at IBKR Campus

Visit the Trader Workstation Website