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交易者学院免费在线课程

交易者学院

交易者学院可帮助交易者、投资者、教育者和学生更好地了解IBKR交易者工作站(TWS)、移动IBKR、客户端和TWS API等程序中支持的产品、市场、货币和工具。

我们的免费课程采用教学大纲确定教学目标,融合了授课、视频和笔记等方式,并采用测验来评估学习进度。


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股票入门

讲解人: Victoria Luo

本课程适合刚接触投资的新晋投资者了解股市的基本知识。


2 课程 | Beginner | 2020/10/16

委托单类型(2020)

讲解人: Victoria Luo

这一系列课程将为您介绍TWS魔方界面上的多种委托单类型,包括最常见的市价单、限价单和止损单,还有一些较为高级的委托单,比如括号单和追踪止损委托单等。我们将详细介绍这些委托单类型的设计目的和创建它们的方法。


10 课程 | 40 时长(分钟) | Beginner | 2020/10/16

Introduction to Exchange Traded Products (ETPs)

讲解人: WisdomTree UK

This course provides an overview of Exchange Traded Products (ETPs), including different categories and types of ETPs, as well as some of the opportunities and risks these products present to investors. Lessons in this course will also explore physically backed commodity ETPs, such as those underpinned by gold and silver, as well as synthetic ETPs such as oil ETPs and Short and Leveraged (S&L) ETPs. Some insights into what investors should be aware of when deciding to invest in these products, and ways of mitigating certain risks, are also offered.


6 课程 | Beginner | 2020/09/30

Introduction to Charts - Updated

讲解人: Andrew Wilkinson

Investors like to visualize the path of a stock’s performance and traders like to drill down into shorter-time frames to analyze price action and technical signs hoping to learn more about the health of an asset. In this course you will learn: • How to access and configure charts, so you can quickly visualize an event in real time. • Create Multiple charts in one panel • How to build and save chart templates for reuse, • And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader.


8 课程 | Beginner | 2020/08/14

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IEX – Introduction to U.S. Equity Market Structure Course

讲解人: Boris Ilyevsky

This course covers the basics of U.S. exchanges and the rules that govern U.S. equities trading. Presented by IEX, it uses The Investors Exchange as an example for what happens to your order when it gets sent to a stock exchange. About IEX Group, Inc. IEX is a technology company committed to raising the bar for performance, fairness and transparency. In 2016, we launched the Investors Exchange, a stock exchange working to protect investors. Since then, the Investors Exchange has grown to be one of the largest exchange operators globally, by notional value traded. To learn more about the exchange and other IEX businesses visit iextrading.com or search IEX.


6 课程 | 29 时长(分钟) | Beginner | 2020/07/17

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Introduction to U.S. Corporate Bonds

讲解人: Steven Levine

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. corporate bond market, including the types of securities investors typically encounter such as secured and unsecured notes. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with corporate bonds and how they may be mitigated, as well as recent developments that have helped shape market dynamics. Lastly, we’ll walk you through the IBKR Trader Workstation’s Global Bond Scanner, where you can locate certain corporate bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.


8 课程 | 34 时长(分钟) | Beginner | 2020/07/01

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Introduction to TWS Order Types - Updated

讲解人: Andrew Wilkinson

In this Traders’ Academy course you will learn about the most popular Order Types: “Market”, “Limit” and “Stop”; Order Types for speed of execution or to achieve a specified price; how to place these orders in TWS Mosaic; to distinguish between the popular order types, when to use them and about risk management and how that plays into using certain order types such as stops and bracket orders.


10 课程 | 38 时长(分钟) | Beginner | 2020/06/30

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TWS初学者课程

讲解人: Victoria Luo

TWS初学者课程适合刚开始接触IBKR交易者工作站品台的新手,主要为您介绍如何定位TWS交易平台上的多种功能,以及如何最佳得使用该平台。本课程内容涵盖了从基本委托单输入到如何自定义配置您的工作界面。通过本课程您会了解包括定单输入、图表、报价等TWS魔方界面上的多个面板功能。


7 课程 | 54 时长(分钟) | Beginner | 2020/06/21

TWS for Beginners - Updated

讲解人: Andrew Wilkinson

Our introduction to the TWS Mosaic platform will help you understand how to navigate it for the first time and how to maximize your use as you develop your skills. These lessons walk you through how to set up basic trades and how to configure your workspace to your satisfaction. You will learn how to configure the news panel to easily locate news and access available research from IBKR’s providers. Plus, we will help you get underway with several order types, chart configuration, creating watchlists and accessing portfolio information.


8 课程 | 59 时长(分钟) | Beginner | 2020/05/26

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美国市政债券市场

讲解人: Steven Levine

在本课程中,IBKR高级市场分析师Steven Levine介绍了有关美国市政债券市场的基本信息,这包括了一般责任债券和收益债券等投资者常见的证券类型。我们还为您提供了一些工具,帮助您更好地了解市政证券所涉及的风险,如何减轻风险,以及一些税收方面的注意事项。最后,我们将带您浏览IBKR交易者工作站,您可以在我们的平台上搜索查询在二级市场中流通的某些市政债券,创建图表并进行尽职调查,全方位帮助您做出更好的投资决策。


10 课程 | 37 时长(分钟) | Beginner | 2020/04/29

ETF Trading and Liquidity

讲解人: State Street Global Advisors

This course by State Street Global Advisors will discuss ETF trading factors, market structure and executions, liquidity considerations and ETFs and market volatility events.


4 课程 | 25 时长(分钟) | Intermediate | 2020/03/09

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IBKR客户端Client Portal

讲解人: Victoria Luo

IBKR客户端可以使用户便捷地登入账户而不需要下载安装软件。客户端保留了TWS交易者工作站的核心功能,用户只需要登录网页版客户端就可以下单交易、了解市场动态数据、查看账户详情。


5 课程 | Beginner | 2020/02/19

US Taxes for US Non-Residents

讲解人: Andrew Wilkinson

In this series, we will look at US taxes for non-US individuals. Definitions are critical in this area of US tax and we will start with them. Circular 230 Notice: The information in this presentation is provided for informational purposes only, and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.


6 课程 | 24 时长(分钟) | Beginner | 2020/01/06

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定单类型

讲解人: Victoria Luo

本课程将介绍一系列TWS交易者工作站魔方界面上的定单类型,课程包含了限价单、市价单、止损单等基础的定单类型。除此之外,还为大家介绍了如何设置和使用比如括号单、一取消全以及追踪止损定单等较为复杂的定单类型。


8 课程 | Beginner | 2019/12/17

Introduction to Municipal Bonds

讲解人: Steven Levine

In this course, IBKR senior market analyst Steven Levine provides essential details about the U.S. municipal bond market, including the types of securities investors typically encounter such as general obligation bonds and revenue bonds. We’ll also offer you some tools to enable you to obtain a better understanding of the risks involved with municipal securities and how they may be mitigated, along with certain tax considerations. Lastly, we’ll walk you through the IBKR Trader Workstation, where you can locate certain municipal bonds in the secondary market, create charts and conduct due diligence to help inform your investment decisions.


10 课程 | 43 时长(分钟) | Beginner | 2019/12/16

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IBKR移动客户端之iOS系统

讲解人: Victoria Luo

本课程将为您演示如何在苹果系统的设备上使用IBKR 移动客户端。我们将讨论一系列的主题,包括如何自定义观察列表,怎样添加图表指标,以及如何为全球范围内的股票、期权、期货和其它产品下单。


8 课程 | 49 时长(分钟) | Beginner | 2019/12/12

若要观看本课程,您必须先确认自己已经收到了“标准期权的特征与风险”,即期权披露文件(ODD)。期权交易存在风险,并不适合所有投资者。更多信息,请阅读“标准期权的特征与风险”。要获取副本,请致电312 542-6901或点击此处.

CME - Trading and Analysis

讲解人: CME Institute

In this section, you’ll explore the differences between fundamental analysis and technical analysis. Then, you’ll learn an important concept that traders need to understand—the difference between trending and anti-trending markets.


6 课程 | 15 时长(分钟) | Beginner | 2019/11/19

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CME - Intermediate Technical Analysis

讲解人: CME Institute

There are two types of analysis used by traders to inform their trading decisions. Technical analysis and fundamental analysis. In this course, you will learn about the various patterns, indicators, and analysis techniques traders use when studying the price of a commodity. We will start at the beginning by learning how to read price charts. Then we’ll cover some of the more popular techniques such how to identify trend and reversal patterns, finding support and resistance levels, and various oscillators.


8 课程 | 24 时长(分钟) | Intermediate | 2019/11/19

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CME - Building a Trade Plan

讲解人: CME Institute

Traders who win consistently treat trading as a business. While there is no guarantee that you will make money, developing a trading plan is crucial if you want to become consistently successful and thrive in the trading game. Every trader—no matter your experience—needs a plan.


7 课程 | 12 时长(分钟) | Beginner | 2019/11/13

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Direxion - Understanding Leveraged & Inverse ETFs

讲解人: Direxion

ETFs resemble mutual funds in structure but can be traded throughout the day like stocks. Direxion offers leveraged ETFs — daily trading tools that are designed to help increase exposure and stay agile in rapidly changing markets.


6 课程 | 20 时长(分钟) | Intermediate | 2019/11/07

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Introduction to American Depositary Receipts

讲解人: Kalen Hollliday

If you are interested in investing in non-US companies, this course explains how to gain exposure through American Depositary Receipts. We explain what an American Depositary Receipt is; why an investor would use them; where and when ADRs are traded and how investing in ADRs differs from investing directly in the stock of a foreign company. This course also covers the history of ADRs and potential benefits and risks.


2 课程 | 12 时长(分钟) | Beginner | 2019/11/06

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CME - Futures Fundamental Analysis

讲解人: CME Institute

Fundamental analysis is the process of determining the model price of a futures contract, now and in the future, using factors like micro economic data, macro-economic data, and industry financial conditions.


9 课程 | 27 时长(分钟) | Beginner | 2019/10/29

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Sector Investing

讲解人: Andrew Wilkinson

This course aims to help students understand some of the tools available within TWS to better analyze sector investing. The course also explains the use of Beta in understanding the economic cycle.


2 课程 | 12 时长(分钟) | Intermediate | 2019/10/15

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Introduction to Stocks

讲解人: Andrew Wilkinson

If you are new to investing and want to begin to understand stock market fundamentals, this course will help familiarize you with some common terms and concepts surrounding investments.


2 课程 | 19 时长(分钟) | Beginner | 2019/10/15

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Fundamental Analysis

讲解人: Andrew Wilkinson

This course walks through basic fundamental accounting concepts covering Income Statement, Balance Sheet and Statement of Cash Flows, using available company data in TWS.


3 课程 | 20 时长(分钟) | Intermediate | 2019/10/14

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FTSE - Introduction to Indexes

讲解人: Rolf Agather

This course provides an introduction to indexes. You will learn what an index is, how it is used, and how index constituents are selected. We will discuss what it means for an index to be float-adjusted, as well as how index values are calculated, and how those values are used to calculate performance.


4 课程 | 17 时长(分钟) | Beginner | 2019/09/30

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CME - Introduction to Eurodollars

讲解人: CME Institute

Short Term Interest Rate (STIR) markets remain a critical product within the fixed income asset class and are closely watched by investors keen to track central bankers’ policy moves. By far the largest of them all is the CME-traded Eurodollar futures market for 90-day liabilities.


10 课程 | 25 时长(分钟) | Intermediate | 2019/08/23

若要观看本课程,您必须先确认自己已经收到了“标准期权的特征与风险”,即期权披露文件(ODD)。期权交易存在风险,并不适合所有投资者。更多信息,请阅读“标准期权的特征与风险”。要获取副本,请致电312 542-6901或点击此处.

CME - Introduction to Treasuries

讲解人: CME Institute

Broaden your understanding of futures and Treasury markets with this course.


8 课程 | 21 时长(分钟) | Beginner | 2019/08/22

CME - Learn About Key Economic Events

讲解人: CME Institute

As a trader, you will come across many factors that you must consider before entering or exiting the markets. Some of the most important aspects to look for are economic events that can move the markets drastically one way or another.


9 课程 | 23 时长(分钟) | Beginner | 2019/08/20

WisdomTree - Introduction to Exchange-Traded Funds

讲解人: Michael Barrer

We explain what Exchange-Traded Funds are; how they differ from mutual funds; the types of ETFs available to you; where you can buy and sell ETFs; and how the basic structure of an ETF works.


3 课程 | 13 时长(分钟) | Beginner | 2019/08/12

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Taxes and Retirement

讲解人: Nancy Nelson

This course puts retirement plans into historical perspective and aims to help the student understand what contributions can be made to different types of plans. You will learn about what the IRS permits as allowable types of investments into different plan types, as well as rules about IRA beneficiaries. Circular 230 Notice: The information in this presentation is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.


5 课程 | 44 时长(分钟) | Beginner | 2019/07/30

US Taxes for Traders and Investors

讲解人: Nancy Nelson

This tax course is a general overview of US Federal taxes for traders and investors. Circular 230 Notice: The information in this presentation is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.


10 课程 | 1 hr 29 时长(分钟) | Beginner | 2019/07/29

Introduction to Mutual Funds

讲解人: Kalen Holliday

We explain what mutual funds are and detail the different types of funds. The course also covers how mutual fund prices are determined, as well as explore different share classes and various types of mutual fund-related fees.


3 课程 | 16 时长(分钟) | Beginner | 2019/07/26

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Advisors Orientation II

讲解人: Mary MacNamara

We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to manage your gains and losses for tax purposes. We’ll walk through TWS Rebalance Portfolio and Model Portfolio tools, plus show you how to navigate IBKR Mobile for Advisors. Lastly, we’ll give you a tour of PortfolioAnalyst, Bonds and Cash Management features tailored for Advisors.


10 课程 | 47 时长(分钟) | Beginner | 2019/06/19

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Advisors Orientation I

讲解人: Andrew Wilkinson

Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client.


11 课程 | 1 hr 6 时长(分钟) | Beginner | 2019/05/13

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Client Portal

讲解人: Andrew Wilkinson

Client Portal enables clients of Interactive Brokers to stay connected to what matters as well as access key features and services in their accounts. Client Portal not only provides users with access to details about their accounts, but also allows them to trade using a single log in.


5 课程 | 22 时长(分钟) | Beginner | 2019/03/08

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Python TWS API

讲解人: Joshua Beacom

This is a course in programming with the Trader Workstation Application Programming Interface (TWS API) for Python developers. In this course, we describe how to get started in developing Python applications that use the API.


8 课程 | 1 hr 28 时长(分钟) | Advanced | 2019/01/30

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TWS Algos

讲解人: Andrew Wilkinson

This course introduces the user to several algos available in TWS and provides a detailed overview of several complex orders that can help maximize your returns by providing a better fill at the most advantageous destination subject to customized rules.


4 课程 | 19 时长(分钟) | Intermediate | 2018/11/15

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IBKR’s Risk Navigator©

讲解人: Andrew Wilkinson

For most money managers, risk management is a key component to investing. The IB Risk Navigator is a powerful standalone portfolio monitoring tool built to measure and aggregate real and dummy position exposure across all asset classes.


5 课程 | 24 时长(分钟) | Intermediate | 2018/10/26

评价:

若要观看本课程,您必须先确认自己已经收到了“标准期权的特征与风险”,即期权披露文件(ODD)。期权交易存在风险,并不适合所有投资者。更多信息,请阅读“标准期权的特征与风险”。要获取副本,请致电312 542-6901或点击此处.

Securities Lending and Borrowing

讲解人: Andrew Wilkinson

This course is aimed at helping investors wanting to take a short position in stocks understand what to do and where to find key information in Trader Workstation. We explain the short selling cycle and how investors can easily find out stock loan availability in the platform.


5 课程 | 26 时长(分钟) | Advanced | 2018/10/11

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Trading Around the World

讲解人: Andrew Wilkinson

This course is designed to help investors understand the implications of trading outside of their domestic market. The goal is to help investors be aware of available markets, trading permissions and market data available through Interactive Brokers.


6 课程 | 48 时长(分钟) | Intermediate | 2018/10/10

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PortfolioAnalyst

讲解人: Andrew Wilkinson

The PortfolioAnalyst reporting tool enables users to slice and dice portfolio investments in order to measure and compare performance against routine or complex benchmarks. From a simple snapshot of your investments to a granular detailed report, the user is able to create reports that explain portfolio performance relative to selected benchmark sectors.


5 课程 | 30 时长(分钟) | Beginner | 2018/06/29

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Advanced Trading Tools

讲解人: Andrew Wilkinson

Each lesson centers on a specific standalone module within TWS that has a unique purpose.


6 课程 | 43 时长(分钟) | Advanced | 2018/06/20

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Introduction to Technical Analysis

讲解人: Adam Grimes

A solid overview into modern technical analysis by long-time trader and best-selling author Adam Grimes. This course will give you a solid foundation in chart reading, understanding a trading edge, using indicators, and developing the process and skills to apply these tools in your own trading.


6 课程 | 1 hr 10 时长(分钟) | Beginner | 2018/06/07

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IBKR Mobile - iPhone© and iPad©

讲解人: Mary MacNamara

This course is about using IBKR Mobile on your iPhone and we’ll also explore the iPad user interface. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.


7 课程 | 49 时长(分钟) | Beginner | 2018/05/31

Option Tools

讲解人: Andrew Wilkinson

This series of lessons will help deepen your understanding of options and discuss the many available TWS tools investors can use to analyze the market before making a trade. Each lesson focuses on a single tool or approach to a valuable concept about the options market.


13 课程 | 59 时长(分钟) | Advanced | 2018/05/07

评价:

若要观看本课程,您必须先确认自己已经收到了“标准期权的特征与风险”,即期权披露文件(ODD)。期权交易存在风险,并不适合所有投资者。更多信息,请阅读“标准期权的特征与风险”。要获取副本,请致电312 542-6901或点击此处.

Fixed Income Trading for TWS

讲解人: Andrew Wilkinson

Whether you are a new to the world of fixed income trading or an experienced professional, our course is structured to help you configure and locate bonds available for trading in TWS. Each lesson addresses a specific aspect to the subject from the perspective of the user looking to quickly move ahead with distilling the world of bonds on the platform.


4 课程 | 39 时长(分钟) | Beginner | 2018/04/12

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Introduction to Margin Trading

讲解人: Alex Spruck

We will teach you the different types of margin accounts, methods and requirements in order to understand how margin rules are determined both domestically and abroad. Trading on margin is only for sophisticated traders. You may lose more than your initial investment.


5 课程 | 56 时长(分钟) | Advanced | 2018/03/02

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IBKR Mobile -Android©

讲解人: Mary MacNamara

This course will cover using IBKR Mobile on your Android© phone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.


6 课程 | 42 时长(分钟) | Beginner | 2018/03/02

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Trading Using R

讲解人: Milind Paradkar, QuantInsti

R has an array of R-packages for automated trading and performance analytics for back testing and analyzing trading strategies. The IBrokers package has been created by Jeffrey Ryan and is currently maintained by Joshua Ulrich. *Disclaimer: This software is in no way affiliated, endorsed, or approved by Interactive Brokers or any of its affiliates. It comes with absolutely no warranty and should not be used in actual trading unless the user can read and understand the source. IBrokers is a pure R implementation of the TWS API.


8 课程 | 39 时长(分钟) | Advanced | 2018/01/26

Introduction to Futures

讲解人: Andrew Wilkinson

This course provides content to suit investors with different levels of knowledge about the futures market. Investors new to the world of futures trading can use this introductory course to learn key industry concepts and how to find information using the trading tools within TWS.


9 课程 | 1 hr 11 时长(分钟) | Intermediate | 2018/01/19

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Introduction to Options

讲解人: Andrew Wilkinson

Whether you are new to options or want to brush up on some risk basics, or you are learning TWS and want to know how to locate option fields and data, our Introduction to Options course is an excellent first step.


5 课程 | 1 hr 13 时长(分钟) | Advanced | 2017/10/18

评价:

若要观看本课程,您必须先确认自己已经收到了“标准期权的特征与风险”,即期权披露文件(ODD)。期权交易存在风险,并不适合所有投资者。更多信息,请阅读“标准期权的特征与风险”。要获取副本,请致电312 542-6901或点击此处.