Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with the third-party portfolio management software providers listed below.
In addition to the download solutions listed below, a number of other third-party providers offer portfolio management and tax reporting packages that integrate with our HTML downloads. Contact the provider for details.
An order management system (OMS) is a software system designed to efficiently execute securities orders in a cost-effective way. Brokers and dealers use an OMS to fill orders for different types of securities and track the order progress through the system. Interactive Brokers maintains trading relationships with the third-party OMS providers listed below.
Charles River Systems, Inc.
IB is certified with this OMS provider.
ConvergEx Eze Castle Software
FIX CTCI integration
FIX CTCI integration
Post trade allocation software lets you allocate trades to clearing brokers. You can use IB's own Post Trade Allocations tool or a third-party software provider listed below.
IB's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock, option and US corporate bond orders post-trade. The PTA tool, available from within our Account Management software, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.
For more information about IB's PTA tool, see the Account Management Users' Guide.
Contact your IB Sales Representative to request integration with a specific post trade allocation software provider.
IB provides a data feed to EmployeeTrack Compliance Officers who want to integrate their data with third-party software.
We provide data feeds for the following third-party software:
Compliance Officers with EmployeeTrack accounts can request a data feed from the IB generic reporting interface to integrate that data with third-party software NOT listed on this page.