Interactive Brokers enables advisors to build trading strategies with Portfolio Builder

Maria Nikolova

The latest beta version of the TWS platform gives advisors access to the comprehensive Portfolio Builder tool.

Electronic trading major Interactive Brokers continues to enhance the capabilities of its TWS platform, with the latest (beta) version of the solution giving advisors access to the comprehensive Portfolio Builder tool.

This all-in-one interface allows traders to:

Construct sophisticated investment strategies, founded on research and rankings from top buy-side providers and global fundamentals data;

  • Thoroughly backtest these strategies based on up to eight years of historical performance;
  • Adjust as needed based on performance metrics.
  • To open Portfolio Builder, use the Mosaic New Window dropdown and locate the tool in the Trade section.

(The company notes that investing via Portfolio Builder is not currently supported for Advisors).

Speaking of advisors, let’s mention the new Advisor Model Marketplace – a searchable database of downloadable investment model compositions. Models are designed and offered by third-party vendors, at no cost, to RIAs for use with their own clients.

Once you are subscribed to this feature, you can browse the available vendor models or search by filtering on desired Risk, Asset Class, Rebalance Frequency and other attributes. Once you find the model you like, import it to the Model Manager in TWS to use for your clients.

Let’s note that the latest version of TWS offers a raft of other enhancements and new features. For example, the Risk Navigator Cash Adjustment now treats position changes like virtual trades, and adjusts the cash in one’s what-if portfolio accordingly.

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