Investment Themes
PRODUCTS
Turn Market Trends into Smarter Trades with Investment Themes
Investment Themes
Investment Themes is an intuitive discovery tool that helps investors transform market trends into actionable trade ideas.1 Integrated across IBKR's powerful trading platforms, Investment Themes streamlines research by linking companies, products, competitors, and regions across the entire S&P 1500 universe.
Powered by Reflexivity's institutional-grade Knowledge Graph, Investment Themes converts complex market data into clear, interactive insights. Investors can start with a topic like "Generative AI" or "Nuclear Energy" and immediately discover the public companies associated with that theme. There is no need for a ticker symbol or prior research. Investment Themes makes it easier to uncover patterns, explore relationships, and make informed decisions more efficiently.
Discover What is Possible with Investment Themes
- Start with a trend and discover investable companies. Investment Themes allows investors to begin with a broad topic or market trend and quickly view companies that are directly connected. This removes the need for filters or prebuilt watchlists.
- Understand the competitive landscape. Every S&P 1500 company profile now includes a Themes tab in the Fundamentals Explorer. This view provides a dynamic map of the company's products, competitors, and related industries. Investors can identify portfolio overlaps or discover new opportunities that complement their existing holdings.
- Explore global exposure and revenue footprints. Investment Themes makes it easier to understand a company's regional risk and growth potential by showing where revenue is generated. Investors looking to hedge geographic exposure or identify global leaders can analyze which markets a company is focused on.
Two Ways to Use Investment Themes
Independent Themes Tool
A flexible interface that lets users browse or search themes, explore connected companies, and follow links to related sectors, suppliers, and business relationships. Clients using Trader Workstation can launch Investment Themes from the "New Window" menu.
Themes Tab Within Fundamentals Explorer
The Fundamentals Explorer integrates relationship data directly into each S&P 1500 equity profile. This helps surface relevant insights during company analysis.
With Investment Themes, every client is empowered to explore new ideas, uncover meaningful relationships and move from insight to action.
Investment Themes is available to IBKR clients worldwide at no additional cost.
Disclosures
- The information provided by Investment Themes is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consider their financial situation, risk tolerance, and investment objectives before making any investment decisions. Interactive Brokers does not guarantee the accuracy or completeness of the data provided through Investment Themes. Always consult with a qualified financial advisor before engaging in trading or investment activities.