VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View Interactive BrokersView QfinrBack to Home

Head-to-head

Interactive Brokers vs Qfinr comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Interactive Brokers adds Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, APIs & SDKs, Data APIs, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, and Options & Derivatives coverage that Qfinr skips.

Qfinr includes Backtesting, Screeners, ETF Screeners, Stock Ideas, and Quant categories that Interactive Brokers omits.

Interactive Brokers highlights: 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., and Market depth (Level II) and full order book views via Trader Workstation (TWS)..

Qfinr is known for: Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..

Interactive Brokers logo

Interactive Brokers

interactivebrokers.co.uk

Editor’s pick Hands-on review

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.

Platforms

Web
Mobile
Desktop
API

Pricing

Other

Quick highlights

  • 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.

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Qfinr logo

Qfinr

qfinr.com

Subscription-based portfolio analytics platform with support for multiple asset classes. Portfolios can be imported via CSV templates or broker/custodian statements. No direct broker sync is advertised. A developer API is linked from the site, though not publicly documented. Pricing is subscription-only and not published on the site.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
  • Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
  • Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
  • Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
  • Backtested stock ideas with the ability to generate customized strategies and view results.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Portfolio, Watchlist, and Scenario & Stress Tests.

Where they differ

Interactive Brokers

Distinct strengths include:

Brokerage
Paper Trading
Advanced Order Types
Smart/Direct Routing
Order Book / Level II
APIs & SDKs
Data APIs
Risk Metrics (VaR/ES/Drawdown)
  • 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.

Qfinr

Distinct strengths include:

Backtesting
Screeners
ETF Screeners
Stock Ideas
Quant
  • Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
  • Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
  • Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
  • Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.

Feature-by-feature breakdown

AttributeInteractive BrokersQfinr
Categories

Which research workflows each platform targets

Shared: Portfolio, Watchlist, Scenario & Stress Tests

Unique: Brokerage, Paper Trading, Advanced Order Types, Smart/Direct Routing, Order Book / Level II, APIs & SDKs, Data APIs, Risk Metrics (VaR/ES/Drawdown), Performance Attribution, Options & Derivatives

Shared: Portfolio, Watchlist, Scenario & Stress Tests

Unique: Backtesting, Screeners, ETF Screeners, Stock Ideas, Quant

Asset types

Supported asset classes and universes

Stocks, ETFs, Options, Futures, Bonds, Mutual Funds, Currencies, Commodities, Cryptos

Stocks, ETFs, Mutual Funds, Bonds, Commodities, Other

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, Desktop, API

Web, Mobile

Pricing

High-level pricing models

Other

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.

Unique

  • Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits.
  • Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities.
  • Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities.
  • Portfolio risk and stress testing tools with daily return benchmarking and what-if analysis.
  • Backtested stock ideas with the ability to generate customized strategies and view results.
  • Market and fundamentals data sourced from Refinitiv and exchanges; redistribution restricted per terms.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Interactive Brokers and Qfinr both support?

Both platforms cover Portfolio, Watchlist, and Scenario & Stress Tests workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Interactive Brokers and Qfinr require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

How can you access Interactive Brokers and Qfinr?

Both Interactive Brokers and Qfinr support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

Interactive Brokers differentiates itself with 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., and Market depth (Level II) and full order book views via Trader Workstation (TWS)., whereas Qfinr stands out for Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities., and Screeners for stocks, mutual funds, and ETFs, along with a “Discover Ideas” module for new opportunities..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.