Transaction History Page to Improve IB Client Portal
Interactive Brokers has rolled out an update to its Client Portal. Now, the platform includes a Transaction History page. It makes tracking trades easier. It aims to simplify how users access and review their past activity.
What’s New in the Client Portal?
The addition is the Transaction History page under the Performance and Reporting section. Users can view all their transactions in one place. It eradicates the need to run an activity statement for basic transaction reviews.
How It Improves the User Experience
The new page gives a more complete view of user activity. Unlike the previous version that only showed positions and cash transfers, it includes all transactions. This saves time and reduces steps in accessing essential data.
Other Recent Enhancements to the Platform
Overnight + Day Orders
Users can submit orders during the overnight session. These orders remain active and continue as SMART orders starting at 4 am until trading ends at 8 pm. The setting is in the Order Entry Panel under Time-in-Force > Overnight + Day.
Gen AI Summaries Expansion
IBKR has made Gen AI Summaries easier to find. Now, more news summaries are available. Summaries also include links to the original article for deeper insights.
Benefits for Traders
This update will offer these benefits to traders:
Faster Access to Transaction Data
It’s no longer a need to generate an activity statement to view past transactions. Traders can find all their trade history in one place.
Better Trade Tracking
The new page offers a complete view of all transactions. It helps track trading activity more accurately.
Improved Order Management
The Overnight + Day order feature allows traders to act in both overnight and regular sessions using a single order. It increases flexibility, especially when targeting early market movements.
More Efficient Research
Users get quick updates on relevant market news with Gen AI news summaries. Links to original articles are useful to verify information or explore further.
About Interactive Brokers
Interactive Brokers (IB) is a global brokerage firm. It provides trading platforms to trade stocks, options, futures, forex, bonds, and funds. IB has low-cost trading, comprehensive market access, and decisive analytical tools. Also, it provides real-time pricing and risk management on trading floors. Recently, It introduced ForecastTrader to the IBKR Desktop platform.
Summing Up
The new features of Interactive Brokers will enhance visibility, flexibility, and efficiency. Explore the Client Portal and benefit from these enhancements.
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