在其它手機上啓用了移動IBKR驗證程序（IB Key）的情况下如何登錄移動IBKR
爲進行說明，本文中我們將采用以下命名規則：
驗證設備：這是您激活了移動IBKR驗證程序（IB Key）的智能手機
交易設備：這是您想使用移動IBKR程序進行交易的設備。
程序
請根據您手機的操作系統點擊下方對應鏈接：
iOS
1. 在交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼，點擊登錄
圖 1
2. 點擊雙因素驗證 （圖 2）。屏幕會出現一條挑戰碼（圖 3）
圖 2 圖 3
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3.在驗證設備上打開移動IBKR應用程序
圖 4
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4a.如果沒有自動登錄，點擊左上角的服務（圖 5），然後點擊驗證（圖 6）。
圖 5 圖 6
4b.如果已經登錄，點擊右下角的更多按鈕。然後向下滾動，點擊驗證
圖 7
5.輸入在第2步中獲得的挑戰碼。然後點擊生成響應碼 （圖 8）。提供安全驗證要素後（圖 9），您便會收到一條響應字符串（圖 10）。
圖 8 圖 9 圖 10
6. 在交易設備上，將響應字符串輸入到“輸入響應碼“區域，然後點擊發送以最終完成驗證程序。
圖 11
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安卓
1. 在交易設備上打開移動IBKR應用程序。在登錄界面輸入用戶名和密碼，點擊登錄
圖 1
2. 點擊雙因素驗證 （圖 2）。 您會看到一條挑戰碼（圖 3）
圖 2 圖 3
(1).png)
3.在驗證設備上打開移動IBKR應用程序
圖 4
4a.如果沒有自動登錄，點擊服務（圖 5），然後點擊驗證（圖 6）。
圖 5 圖 6
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4b.如果已經登錄，點擊菜單按鈕（圖 7），向下滾動，然後點擊驗證（圖 8）。
圖 7 圖 8
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圖 7 圖 8
5.輸入您移動IBKR的PIN碼以及您在第2步中獲得的挑戰碼，然後點擊生成響應碼（圖 9）。屏幕上會顯示一條響應字符串（圖 10）
圖 9 圖 10
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圖 9 圖 10
6. 在交易設備上，將響應字符串輸入到“輸入響應碼“區域，然後點擊登錄以最終完成驗證程序。
圖 11
How to fix the "Cannot create ... file" error during TWS installation on MacOS
Background:
The filesystem permissions are controlled by your machines operating system. One of their functions is to secure your files, preventing unauthorized access or undesired modifications to the system and to your personal data.
Some software on your computer may modify or override the permissions assigned by the operating system. Under certain circumstances, this prevents the TWS installer from accessing the folder where the application core files have to be created (/users/youruser/home/Applications). In such cases, the TWS installation usually displays the error "Cannot create ... file. Shall I try again?"
In this article we explain how to reset the filesystem permission of the "Applications" folder located under your user home folder in order to allow a smooth run of the TWS installation.
Procedure:
1. On your keyboard, press ⌘CMD + ⇧Shift +H to open your home folder
Figure 1
2. Select the folder "Applications" within your home folder and press ⌘CMD + I to open the Info panel
Figure 2
2. At the bottom right of the panel, click on the padlock
Figure 3
3. To unlock the permissions panel, enter your MacOS credentials and click OK
Figure 4
4. In the line correspondent to "everyone", click on "No Access" (Figure 5) and then select "Read & Write" (Figure 6)
Figure 5 Figure 6
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5. Click on the icon bellow the permissions panel and select “Apply to enclosed items..."
Figure 7
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6. Now run the TWS installer and click on Next> until you complete the installation
Figure 8
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7. Once the installation has completed successfully, repeat the previous steps from 1. to 5. setting back the permissions of “everyone” to “Read Only” to revert your changes to the initial status
How to Log in to IBKR Mobile when IBKR Mobile Authentication (IB Key) is Enabled on Another Phone
Background:
This article is intended for clients who have activated the IBKR Mobile Authentication (IB Key) on their smartphone and possess as well an additional mobile device, on which they desire to trade.
Clients with this setup will be able to log in to the IBKR Mobile trading platform on their secondary device, using their smartphone to complete the Two-Factor Authentication step.
For the purposes of this article, we will use the following naming convention:
Authentication device: this is the smartphone on which you activated the IBKR Mobile Authentication (IB Key)
Trading device: this is where you want to use IBKR Mobile app for trading.
Procedure
Please click on one of the link below according to your phone operating system:
Apple iOS
1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
Figure 1
2. Tap Two-Factor Authentication (Figure 2). A Challenge code will be displayed (Figure 3)
Figure 2 Figure 3
3. On the Authentication device, launch the IBKR Mobile app
Figure 4
4a. If you are not automatically logged in, tap Services (Figure 5) on the top left, then tap Authenticate (Figure 6).
Figure 5 Figure 6
4b. If you are already logged in, tap on the More button on the bottom right. Then, scroll down and tap on Authenticate
Figure 7
5. Enter the Challenge code you obtained at point 2. Then tap Generate Response (Figure 8). Once you have provided your security element (Figure 9), you will receive a Response String (Figure 10).
Figure 8 Figure 9 Figure 10
6. On your Trading device, enter the Response String into the "Enter response code" field and tap Send to finalize the authentication process.
Figure 11
Android
1. On your Trading device, launch the IBKR Mobile app. Enter your your credentials in the login screen and tap Log In
Figure 1
2. Tap on the option Two-Factor Authentication (Figure 2). You will see a Challenge code (Figure 3)
Figure 2 Figure 3
3. On the Authentication device, launch the IBKR Mobile app
Figure 4
4a. If you are not automatically logged in, tap Services (Figure 5) and then tap Authenticate (Figure 6).
Figure 5 Figure 6
4b. If you are already logged in, tap the Menu button (Figure 7), scroll down and tap Authenticate (Figure 8).
Figure 7 Figure 8
Figure 7 Figure 8
5. Enter your IBKR Mobile PIN and the Challenge code you obtained at point 2. Then tap Generate Response (Figure 9). A Response String will be displayed (Figure 10)
Figure 9 Figure 10
Figure 9 Figure 10
6. On your Trading device, enter the Response String in to the "Enter response code" field and then tap Log In to finalize the authentication process.
Figure 11
How do I enable the Notifications for the IBKR Mobile app
Overview:
What is a notification?
A push notification is a brief message which is sent ("pushed") from a back-end server to your device over the Internet. Apps developers use those attention-grabbing messages to quickly and effectively reach the recipients, even if they are not currently engaging with their application. Notifications can deliver information to users or advise them of a specific action they are invited or required to perform.
Background:
Why does the IBKR Mobile app use notifications?
The IBKR Mobile application uses notifications for informational purposes, as well as two-factor authentication. In the latter case, the user is invited to tap on the notification, which will automatically open the IBKR Mobile app and begin the authentication process.
This procedure explains how to manually enable notifications for the IBKR Mobile app. Please click the link below that matches your smartphone's operating system.
1. On your home screen, tap Settings (Figure 1), then Notifications (Figure 2) and finally IBKR (Figure 3)
Figure 1 Figure 2 Figure 3
(1).png)
(1).png)
2. In the IBKR app settings, you will see a number of different options. We recommend to set them in the following way (Figure 4):
-
Allow Notifications: enabled
-
Lock Screen, Notification Center, Banners: selected
-
Banner style: Persistent
-
Badges: enabled
-
Show Previews: Always
Figure 4
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1. Go the Settings of your phone, then tap Apps & notifications1 (Figure 1) then IBKR Mobile (Figure 2) and finally App notifications (Figure 3)
Figure 1 Figure 2 Figure 3
Figure 1 Figure 2 Figure 3
2. Ensure that notifications for this app are globally On and the switches Allow notification dots, Allow interruptions, On the lock screen are all enabled (Figure 4). According to your personal preference, you may want to enable as well the switch Override Do Not Disturb
Figure 4
Figure 4
Please note that menu items labels and positions may vary according to your device vendor and software version.
1. The Apps & notifications item may be called Sound & notification on certain devices
References:
- See KB2260 for instruction on how to activate and operate IBKR Mobile Authentication
- See KB3234 for troubleshooting missing IBKR Mobile notifications
- See KB2748 for information about IBKR Mobile Authentication recovery
IB TWS和IB Key整合為移動IBKR
概況
如何遷移賬戶使用者取決於您當前使用何種應用程序：
1. 您的智能手機僅用於交易（安裝了IB TWS）- 點擊此處
2. 您的智能手機僅用於驗證（安裝了IB Key） - 點擊此處
3. 您的智能手機既用於交易，也用於驗證（安裝了IB TWS和IB Key） - 點擊此處
4. 您的智能手機用於進行借記卡交易（安裝了IB Key） - 點擊此處
您是IB TWS用戶
您使用手機上的IB TWS交易，但您未使用IB Key。
1. 在首次打開應用程序時，您將看到以下新的主頁面。
圖1是iOS設備上的移動IBKR主頁面。圖2是安卓設備的版本。
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圖 1 圖 2
2. 點擊“交易”按鈕。
3. 應用程序的其它方面與您之前使用的一樣。
通過“交易”頁面訪問其它功能
如您希望使用移動IBKR的其它功能，比如驗證模塊或借記卡功能：
對於iOS設備（圖3）
1. 打開菜單上的“更多”（頁面右下角）。
2. 滾動到頁面底部。
對於安卓設備（圖4）
1. 打開“應用”菜單
2. 滾動到底部的App設置
.png)
.png)
圖3 圖 4
您是IB Key使用者
激活
1. 打開移動IBKR并點擊“驗證”。
2. 應用程序會檢測設備上是否安裝了IB Key并提示您下一步如何操作 - 要么自動遷移（圖5），要么先更新、然后再自動遷移。
您也可選擇之后再手動遷移。
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圖5 圖6 圖7
遷移完成后，如您嘗試運行獨立的IB Key應用 - 即您之前驗證過的IB Key - 您將看到以下界面（圖8）。
.png)
圖8
日常操作
A. 如您有網絡連接，則日常登錄沒有任何變化 - 系統會使用無縫驗證：
1. 在（TWS、賬戶管理、網頁交易者或移動IBKR）的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 系統會向您的手機發送一條通知 - 點擊該通知。
3. 取決於您的設備，（在iOS設備上）將面部置於攝像頭前或在指紋傳感器上按壓指紋，或（在安卓設備上）輸入您的PIN碼。系統會自動登錄。
B. 如您沒有互聯網連接，您可通過驗證-響應的模式使用移動IBKR：
1. 在（TWS、賬戶管理、網頁交易者或移動IBKR）的相應區域內輸入您的登錄信息。點擊“登錄”。
2. 點擊“我沒有收到通知”。
3. 打開移動IBKR并點擊“驗證”。
4. 在您手機的“驗證碼”區域輸入登錄界面上顯示的值。點擊“生成”按鈕。
5. 在登錄界面的“響應字符串”區域輸入您智能手機應用顯示的值。點擊“登錄”。
您既是IB TWS的使用者，也是IB Key的使用者
1. 請先激活移動IBKR程序的“驗證”模塊（點擊此處）。
2. 點擊您新的移動IBKR應用主頁面上的“交易”按鈕登錄交易界面（點擊此處）。
您使用IB借記卡
1. 請先激活移動IBKR程序的“驗證”模塊（點擊此處）。
2. 在移動IBKR應用的主頁面上點擊“借記卡”按鈕。其它功能的使用和過去一樣。
Why is my chart delayed, showing question marks or only partially populated?
Background:
What are SMART Charts and how are they generated?
The SMART charting mechanism analyzes and compares the market data coming from all venues a given contract is traded on and graphically displays the most favorable quotes.
When all the data streams are live, the data points are available for all sources and for each time point, thus they can be fully compared. The resulting SMART chart will be up to date and fully populated, moreover it will constantly and automatically update1.
The comparison between non synchronized market data streams (some live and some delayed) is just partially possible, since the delayed feeds are lacking data points for the last 15 or 20 minutes. Therefore, within that time frame, the SMART chart will usually display a series of yellow question marks to indicate unavailability of source data. In this case the SMART Chart will not update automatically.
When the lack of data points is more extensive or when the Exchange does not distribute delayed data for a given contract, the correspondent SMART Chart may be completely blank.
What should I do to obtain a fully populated, up-to-date chart?
If your trading method is based on SMART charts, you would need to activate the live market data subscriptions for all the marketplaces your financial instruments are traded on2. For additional details, please see KB1201
If your trading method does not require SMART charts, you can decide to use Direct chart routing as a workaround.
A Directed Chart will allow you to graphically represent the market data coming from a single, specific Exchange. When possible, we suggest to select the primary marketplace for the product for this purpose, since this is usually the one offering the highest liquidity and trade volume, hence normally providing the most favorable quotes. If you have subscribed the market data for that venue, the resulting Directed Chart will be fully populated, up to date and it will update automatically1.
How do I set up a Directed Chart?
1. Within a watchlist, type the contract symbol and press Enter on your keyboard.
2. When then contract selection menu appears, select the item Stock (Directed). If you do not see this item, click on the small down arrow at the bottom of the menu to reveal the hidden menu items.
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3. The Exchange selection screen will appear. You can now select the main Exchange for the product or the Exchange for which you have an active live market data subscription. Once done, click OK.
4. Within your watchlist you will see a newly created Directed Ticker line. It will contain the contract symbol and, preceded by the @ sign, the Exchange you selected at the previous step. Right click on that directed ticker line and select Chart > New Chart
5. The chart will be shown. On the left side of the toolbar, after the contract symbol, you will see the Exchange you selected preceeded by a @ sign, indicating that this is a Directed Chart.
1. In order for the chart to update automatically, the checkbox "Keep chart up to date" has to be activated in the Chart Parameters panel. The panel is reachable directly within the chart window, from the top menu Edit.
2. Alternative streaming quotes for EU equities are available to clients with non-professional or non-commercial market data subscriber status. The complimentary real-time streaming Best Bid and Offer and last sale quotes on European Equities will be aggregated from exchanges such as Cboe Europe, Gettex, Tradegate and Turquoise. The data will display in the SMART quote line and can be used to generate a chart as well. Users who would like to receive the full EBBO (European Best Bid and Offer) will need to subscribe to the individual exchange subscriptions.
風險費用計算報告
簡介
我們的賬戶管理系統使您得以在一個界面內配置和管理您的賬戶，包括查看風險費用計算報告。風險費用計算報告以日為單位生成，在美股開市前即可在賬戶管理中查看。用戶可通過本報告了解若頭寸漲跌事先設定的百分比，盈虧會如何變動。
報告獲取
要獲取/生成風險費用計算報告
1)在賬戶管理主頁中，點擊報告，然后點其他報告菜單選項。
2)以下界面會出現。
3)從“報告類型”下拉列表中選擇“風險費用計算”。風險費用計算設置會出現。
4)在“日期”部分選擇報告的日期。
5) 點擊運行報告
報告概況
風險費用總結報告會反映每個版塊1的平均風險及對應的風險費用，以及用於查看“相關風險費用敏感性報告”的超鏈接。
詳細的板塊總結
點擊與各板塊1相關的超鏈接將打開詳細的總結，使用戶得以查看當頭寸相關的ETF/指數漲/跌預先設置的值時，頭寸盈虧的變動。以股票和指數為例，我們假設SPX下跌30%、20%和10%或上漲10%及20%。結果是基於理論的價格模型得出的，且會考慮波動率及其它影響衍生品價格的變量的偶發變動。
報告會顯示：
- 基於前一天收槃頭寸的賬戶淨清算價值（NLV）
- 板塊的平均風險
- 對應的風險費用
- 以基礎貨幣計的賬戶所有頭寸的價值及盈虧
要使用該報告，點擊您想查看的價格漲跌按鈕（+/- 10%, 20%或+30%）。各頭寸的盈虧將根據所選的百分比更新。
下圖顯示了當股票板塊下跌30%時的詳細總結
1 賬戶可能有一個以上板塊有平均風險及對應的風險費用。
相關風險費用的敏感性報告
對於投資組合中的每份合約，我們會預測單個合約變動后風險費用的變化。我們假設合約被買入或賣出，而不是被轉入/轉出。頭寸變動不可編輯，且在某些情況下可能要求賬戶改變頭寸的方向，比如從做空變為做多。
有關風險費用的更多信息，請見知識庫文章3114。
Exposure Fee Calculation Reports
INTRODUCTION
Our Account Management system lets you configure and manage your account from a single window, including our Exposure Fee Calculations report. The Exposure Fee Calculations is generated daily and made available within Account Management prior to the U.S. equity market open. This report allows users to view the change in Profit and Loss (PnL) of your positions if the price of each of your positions declines and increases by predetermined percentages.
REPORT ACCESS
To access/generate an Exposure Fee Calculations Report
1) From the Account Management Home Page, click on the Reports and then Other Reports menu options.
2) The following screen will appear.
3) Select Exposure Fee Calculations from the Report Type drop-down. Exposure Fee Calculations settings appear
4) In the Date field,select the date for the report
5) Click Run Report
REPORT OVERVIEW
The Exposure Fee Summary Reports reflects the Average Exposure and the corresponding Exposure Fee for each Sector1 and a hyper-link to view our Sensitivity Report for the Correlated Exposure Fee
Detailed Sector Summary
Clicking on the hyper-link associated with each sector1 will populate a detailed summary, which allows users to see the change in the PNL of your positions if the price of the corresponding ETF/Index increases / declines by a pre-determined amount. For the example of Equity Stocks and Indices we are assuming SPX declines by 30%, 20% and 10% and independent increases by 10% and 20% The results are based on theoretical pricing models and take into account coincidental changes in volatility and other variables that affect derivative prices
The report shows:
- The Net Liquidation Value (NLV) of your account based on positions from the previous day’s close
- Average Exposure for the sector
- Corresponding Exposure Fee
- Equity of all positions in the account with PNL in base currency
To use the report, click the radio button that corresponds to the up or down price change you want to see (+/- 10%, 20% or +30%). The PNL for each position is updated by the selected percentage
The following are figure shows an example of a Detailed Summary of the Equity Sector, with -30% selected
1 Accounts may have Average Exposure and a corresponded Exposure Fee for more than 1 Sector
Sensitivity Report for the Correlated Exposure Fee
For every contract in the portfolio we compute an estimate of the exposure fee if the position of a single contract is modified. We assume that contracts are bought or sold, as opposed to transferred in/out. The position change is not editable and in some cases may actually require the account to reverse the direction of their position, for example from a short position to long position.
For additional information regarding the Exposure Fee, please see KB3114
Cryptocurrency Products Offered by IBKR
Overview:
Below is a list of many of the Cryptocurrency products offered by IBKR*. If you don't see the product you are looking for, you can search the IBKR contract database through the Contract Search tool available on our website. Select the Support menu followed by your account type (Individual or Institution). Here you can do a Simple search by entering the product name or symbol, an Advanced search which allows you add filters to the search, or a search by specific product type.
Cryptocurrency
- BTC- Bitcoin
- ETH- Ethereum
- LTC- Litecoin
- BCH- Bitcoin Cash
Stocks/ETFs
US
- GBTC (PINK)- Grayscale Bitcoin Investment Trust
- BCHG (PINK)- Grayscale Bitcoin Cash Trust
- ETCG (PINK)- Grayscale Ethereum Classic Trust
- ETHE (PINK)- Grayscale Ethereum Trust
- GDLC (PINK)- Grayscale Digital Large Cap Fund
- LTCN (PINK)- Grayscale Litecoin Trust
Non-US
- BITCOINXB (SFB)- Bitcoin Tracker One
- COINETH (SFB)- XBT Provider Ethereum
- COINETHE (SFB)- XBT Provider Ethereum
Indices
- NYXBT (NYSE)- NYSE Bitcoin Index
- GXBT (Cboe)- The Gemini Bitcoin Trace Price Index (No new contracts offered for trading as of June 2019)
- BRR (CME)- CME Bitcoin Reference Rate Index
- BRTI (CME)- CME Bitcoin Real Time Index
Futures
- GXBT (Cboe/CFE)- The Gemini Bitcoin Trace Price Futures (No new contracts offered for trading as of June 2019)
- BRR (CME)- CME Bitcoin Reference Rate Futures
- ETHUSDRR (CME) – CME Ether Dollar Reference Rate Futures
- BAKKT (ICECRYPTO)- Bakkt Bitcoin Futures
*Some or all of the above products may not be available to IBKR clients located in certain jurisdictions.
Back to Table of Contents: Bitcoin and Other Cryptocurrency Products @ IBKR
Bitcoin and Other Cryptocurrency Products @ IBKR
Cryptocurrency Products Offered by IBKR
Cryptocurrency Products Market Data
Trading Bitcoin Futures with IBKR
Bitcoin Futures Product Page
https://www.interactivebrokers.com/en/index.php?f=25379
IBKR Margin Requirements
https://www.interactivebrokers.com/en/index.php?f=24176
