Interactive Brokers expands research offering

Online trading major Interactive Brokers has expanded its research offering. Two research providers – TheLeadingEdge and Validea, were recently added to the IBKR platform.

TheLeadingEdge is a macro and asset allocation research publication that is geared toward the everyday investor.

A LeadingEDGE subscription provides a monthly, in-depth report, and provides actionable advice and strategic asset allocation recommendations. It also includes a weekly “global extremes” dashboard, that shows the most euphoric and beat down countries, sectors, asset classes and currencies.

Validea’s Stock Research suite is a web-based investment research tool that analyzes stocks using a series of systematic, fundamentally-oriented investing models that are based on the strategies of Wall Street legends and other demonstrable investing methods. The service consists of 22 “guru”-inspired models and time-tested investment strategies that are used in individual stock analysis, new investment idea generation, model portfolios, trade alerts, stock ratings and additional features like Validea’s ETF models portfolios and more.

The guru models on Validea include approaches based on Warren Buffett, Peter Lynch, Ben Graham, Joel Greenblatt, Martin Zweig and many others.

To subscribe to a given research provider, log in to Client Portal, then select Menu – Settings – User Settings – Research Subscriptions (Configure Gear icon) – Current Subscriptions (Configure Gear icon).

Speaking of Interactive Brokers’ research offering, let’s note that the company has added enhanced support for mutual fund research to simplify finding funds that meet one’s investment style or criteria.

The Trader Workstation (TWS) platform now includes support for mutual fund data points in Watchlist columns. Further, Fundamentals Explorer now lets clients use data from Lipper to compare funds, view holdings and allocations, and view detailed breakdowns of fees and performance over time.