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 the following steps:
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Right-click on any S&P 1500 stock you're interested in then click the Fundamentals Explorer icon.
Alternatively:
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In Mosaic: Click the New Window icon in the top left corner of the Mosaic layout and search/select Fundamentals Explorer.
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In Classic: Click the Analytical Tools menu item at the top and search/select Investment Themes.
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The Fundamentals Explorer screen will populate. Select the Investment Themes tab.
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Click a theme and select Investment Theme Overview to view details and related instruments.
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The Investment Theme Overview page will populate on your screen.
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Populate the desired articles to Add To Watchlist, View the Quote screen, or view a Company Overview.
Additional Resources
Learn About Fundamentals Explorer in Trader Workstation at IBKR Campus