Interactive Brokers course
Make money with Interactive Brokers

Turn an Interactive Brokers account into a cost controlled, rules based operation you can run in twenty minutes a week. Then prove from IBKR's own reports whether it is working.

6
lessons to complete
3
modules to work through
4
documents you build
Education, not investment advice

This course teaches platform mechanics and process. What you buy, and whether it suits you, stays your decision.

For anyone who holds an Interactive Brokers account, or is about to open one, and has never worked out what it actually costs to run.

 

It covers account tiers and commissions, currency conversion and idle cash, order types and slippage, position sizing and margin, the written plan, and measurement.

 

You finish with four documents you wrote yourself rather than a folder of notes you will never open again.

 

Six written lessons, released on a schedule, read in a browser. Nothing here needs a video to make sense.

 

Work at your own pace and come back to the lessons whenever the market gets loud. Requirements: an Interactive Brokers account and a spreadsheet.

1. Pick the account tier that sets your cost floor

Cash against margin, Lite against Pro, fixed against tiered commissions. You run the arithmetic at your own account size and end with one number: your annual cost floor as a percentage.

2. Stop the currency and idle cash leak

Why converting money as an order on IDEALPRO costs a few dollars where a bank costs hundreds, how an unconverted balance quietly becomes a financing cost, and what idle cash should be earning.

3. Order types that protect your fill

The spread is usually a bigger cost than the commission. Marketable limits, midpoint pegs and the adaptive algorithm, plus the two ticket settings that ruin otherwise good orders.

4. Size every position with a rule you can defend

Turn a maximum loss and a maximum notional into an actual share quantity, and understand what IBKR's real time liquidation does when maintenance margin is breached.

5. Write the plan and let IBKR enforce it

A one page plan in seven sections, bracket orders so no position sits unprotected, TWS order presets that make the correct ticket the default, and alerts for the rest.

6. Prove it works with Portfolio Analyst

Time weighted against money weighted return, a benchmark you could have bought instead, your real costs and slippage, and a decision rule that includes stopping.

7. The four documents you keep

The cost sheet, the execution checklist, the sizing rules and the written plan. They outlast the course and get revised on purpose rather than in a panic.

Stop guessing what your account costs!

One evening of work now saves a slice of every year's return for as long as you invest.

Who teaches this

Replace this line with one honest sentence about the people who teach the course and the experience they actually bring to it.

[INSTRUCTOR NAME]

[Replace with this instructor's real speciality and teaching style in one sentence of twelve to eighteen words.]

[INSTRUCTOR NAME]

[Replace with this instructor's real speciality and teaching style, distinct from the other two cards, in one sentence.]

[INSTRUCTOR NAME]

[Replace with this instructor's real speciality and teaching style, distinct from the other two cards, in one sentence.]

What is included

Every lesson hands you something you keep: sheets, checklists, written rules and a scoreboard you will still be using in five years.

Cost floor sheet

The five line layout you fill in during lesson 1 and keep for good

Execution checklist

Five checks to run before you submit any order ticket at IBKR

Sizing rules

Two written constraints that turn conviction into an actual share quantity

Bracket recipe

The exact parent and child order setup so no position sits unprotected

One page plan

A seven section template you date, keep and revise on purpose

Review scoreboard

Four numbers from IBKR reports that decide continue, fix or stop

One payment, lifetime access

No subscription and no renewal, and a full refund within thirty days if the course is not for you.

Course
$197

Everything, self paced

  • All six lessons, released on schedule
  • The four documents you build and keep
  • Lifetime access, including future revisions
  • 30 day money back guarantee
Coaching
$497

With live guidance

  • Everything in the course tier
  • Monthly group calls with the instructor
  • One review of your written plan
  • Feedback on your first month scoreboard
  • Questions answered between the calls

Built with © systeme.io