Interactive Brokers launches Investment Themes tool for market research

GREENWICH, Conn. - Interactive Brokers (NASDAQ:IBKR), whose stock has delivered an impressive 94% return over the past year and maintains a "GREAT" financial health score according to InvestingPro, has introduced Investment Themes, a new discovery tool designed to help investors research market trends and identify potential investment opportunities, according to a press release issued by the company.

The tool, powered by technology firm Reflexivity, allows users to explore connections between companies, products, competitors, and regions across the S&P 1500 universe. The feature is intended to simplify the research process by enabling investors to start with broad concepts like "Generative AI" or "Nuclear Energy" and immediately see related public companies.

Steve Sanders, Executive Vice President of Marketing and Product Development at Interactive Brokers, stated that Investment Themes will help clients "turn raw relationship data into a narrative that they can trade on."

The system includes approximately 500 business areas and industry trends, with company exposure measured through a proprietary scoring system that assesses factors such as revenue exposure, strategic importance, and capital expenditures.

Key features of the tool include the ability to discover companies related to specific trends, understand competitive landscapes, and examine global revenue footprints. The Investment Themes tab has been integrated into the broker’s Fundamentals Explorer, providing users with maps of companies’ products, direct competitors, and related industries.

The new feature is available to Interactive Brokers clients worldwide at no additional cost. It is currently in beta on most platforms and can be accessed through Trader Workstation, IBKR Mobile, and IBKR Desktop.

Interactive Brokers Group provides automated trade execution and custody services across more than 160 markets globally. The company, now valued at over $100 billion, serves individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. For deeper insights into IBKR’s valuation and growth prospects, InvestingPro subscribers can access comprehensive financial analysis, including 13 additional ProTips and detailed Fair Value calculations in the Pro Research Report.

In other recent news, Interactive Brokers Group reported a 40% increase in Daily Average Revenue Trades (DARTs) for June 2025, reaching 3.448 million, alongside a 34% rise in client equity to $664.6 billion compared to the previous year. Client margin loan balances also saw an 18% increase year-over-year, totaling $65.1 billion. Meanwhile, Citi analysts downgraded Interactive Brokers’ stock rating to neutral from buy, citing concerns over potential slowing account growth, although they raised the price target to $215. In contrast, Redburn-Atlantic analysts raised their price target for the company to $246, highlighting the firm’s strong automated technology platform and growth opportunities. Interactive Brokers also extended trading hours for its Forecast Contracts, allowing clients to trade nearly 24 hours a day, six days a week. This extension aims to provide flexibility for investors to react to global events in real-time. The company continues to leverage its global access and low-cost structure to attract a diverse client base. These developments reflect Interactive Brokers’ ongoing efforts to strengthen its position in the competitive brokerage industry.

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