Knowledge for IBKR Traders: Guides, Glossary and How-tos
Explained neutrally, with a look at how Foliograph brings the topics together in one application: guides per area, a glossary for the terms and how-tos for the setup.
Guides
ETF screener with options data
Anyone trading options on ETFs should, among other things, watch the current volatility relative to its own history and the liquidity of the option chain. This guide explains these and other key figures.
ETF Screener with Options Data: IV Rank, Expected Move and Put/Call Ratio at a Glance → Reading time 11 minutesMarket overview
How much volatility is the market pricing in? Are the major stock indices above or below their moving average and where do US rates stand? A market overview brings these figures onto one page. This guide explains how to read them together.
Market Overview: Volatility, Trends and the Yield Curve at a Glance → Reading time 12 minutesFutures dashboard: CoT, term structure and IV rank
With futures there is more information about the market environment than the price: the positioning of large market participants, the prices of different expiry months and the implied volatility of the options. This guide explains how CoT data, term structure, open interest and volatility figures can be read together.
Analysing Futures: CoT Report, Term Structure and Implied Volatility → Reading time 13 minutesTrading metrics: win rate, profit factor and drawdown
A trading journal collects trades. Only the evaluation shows how gains and losses are distributed across many trades. This guide explains the key metrics, how they relate to each other and where they are easily misread.
Understanding trading metrics: win rate, profit factor, expectancy and drawdown → Reading time 16 minutesOption portfolio risk: premium, max loss and margin
The running profit and loss of an option portfolio shows only part of the risk taken on. This guide explains which figures describe a portfolio of short options, how they relate and where their limits are.
Option Portfolio Risk: Premium, Max Loss, Margin and Hedges → Reading time 14 minutesTrading journal software: local or cloud?
What a journal has to deliver, how desktop apps differ from cloud services and how the import from Interactive Brokers works.
Trading Journal Software: Local or Cloud? A Guide for IBKR Traders →Glossary
64 terms from volatility, options, funds, trend, futures markets, macro, performance and account, each defined exactly once, with calculation, distinction from its neighbours and a note on where the value appears in Foliograph.
Glossary →How-tos for Interactive Brokers
Set up a Flex Query, enable the TWS API, export the account statement as CSV: the three ways to get data out of IBKR into a software.
How-to guides →Try it with your own data
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