VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
A global, multi-asset direct-access broker with coverage across 160 markets in 36 countries and 28 currencies. Crypto trading and some services vary by region (IBKR Crypto is powered by Paxos or Zero Hash where supported). Client APIs include the Client Portal Web API and TWS API; retail users authenticate via the local Client Portal Gateway, while OAuth2 applies to approved web integrations.
Key features
- Single universal account providing access to around 160 markets across 36 countries and 28 currencies.
- More than 100 order types and algos, including Bracket, OCO, and OCA, with either SMART routing or direct exchange routing.
- Market depth (Level II) and full order book views via Trader Workstation (TWS).
- Advanced options analytics with Greeks, implied volatility curves, and a 3D volatility surface viewer.
- Risk Navigator for real-time portfolio risk, Value-at-Risk, and what-if scenario analysis.
- Portfolio Rebalancer tool to realign or target allocation weights across accounts.
- Paper trading environment with a simulated USD 1,000,000 balance.
- APIs: Client Portal Web API (REST + WebSocket) and TWS API. Retail users connect through the Client Portal Gateway; OAuth2 is available for approved third-party integrations.
- Third-party integrations with TradingView, Bloomberg EMSX, Charles River, and others.
- Comprehensive exports: account statements and reports available as CSV, Excel, and PDF. Flex Queries allow custom CSV/XML/Text outputs.
- Tax tools include a Tax Optimizer (FIFO, LIFO, specific lot) and automated wash-sale calculations.
- Public system status page covering platform and market data availability.
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About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.