ibkr_notes
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ibkr_notes [2022/10/13 04:11] – [Excess funds sweep] raju | ibkr_notes [2023/12/19 16:16] (current) – [excess funds sweep] raju | ||
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==== excess funds sweep ==== | ==== excess funds sweep ==== | ||
- | IBKR Mobile -> Settings button at the top left -> Account | + | IBKR Mobile -> Settings button at the top left -> Settings |
Notes: | Notes: | ||
Line 17: | Line 17: | ||
* None. I can't think of any situation where choosing this option would make sense. | * None. I can't think of any situation where choosing this option would make sense. | ||
* If you change the sweep method, it will take one business day to go into effect. | * If you change the sweep method, it will take one business day to go into effect. | ||
+ | |||
+ | tags | which sweep is better securities or commodities? | ||
+ | |||
+ | ==== Opt out of internalization ==== | ||
+ | * Login to the portal -> Navigate to User (" | ||
+ | |||
+ | ==== interest rate calculation ==== | ||
+ | For the daily interest, IBKR uses 360 days. For example, if the principal is \$53, | ||
+ | |||
+ | < | ||
+ | $ ipython | ||
+ | Python 3.10.4 | packaged by conda-forge | (main, Mar 30 2022, 08:38:02) [MSC v.1916 64 bit (AMD64)] | ||
+ | Type ' | ||
+ | IPython 8.4.0 -- An enhanced Interactive Python. Type '?' | ||
+ | |||
+ | In [1]: | ||
+ | p = 53073.35 | ||
+ | r = 3.33 | ||
+ | interest = round(p * (r/100) * (1/360), 2) | ||
+ | print(interest) | ||
+ | 4.91 | ||
+ | </ | ||
===== dummy ===== | ===== dummy ===== | ||
+ | ==== tasks ==== | ||
+ | * [[cost basis report in IBKR]] | ||
+ | |||
==== useful links ==== | ==== useful links ==== | ||
+ | * https:// | ||
* comparison of different trading platforms - https:// | * comparison of different trading platforms - https:// | ||
+ | * https:// | ||
+ | * https:// | ||
+ | |||
+ | ==== interest rates ==== | ||
+ | * https:// | ||
+ | * https:// | ||
==== links I came across ==== | ==== links I came across ==== | ||
+ | * https:// | ||
+ | * https:// | ||
+ | * https:// | ||
* https:// | * https:// | ||
- | * https:// | ||
* https:// | * https:// | ||
* https:// | * https:// | ||
+ | |||
+ | ==== fundamental data ==== | ||
+ | IBKR gets the fundamental data from GFIS (Global Financial Information Services) | ||
ibkr_notes.1665634279.txt.gz · Last modified: 2022/10/13 04:11 by raju