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Economics and Finance Sample Assignments and Resources

Educators create assignments and projects for students based on real trading experience on our platform.

Trading Platforms

Instruct your students to familiarize themselves with one or more of our three trading platforms – desktop, browser-based and mobile - using a variety of IB educational resources.

Specific assignments can test your students' general knowledge of our trading platforms and can be organized based on the contents of QuickStart Guides, Users' Guides or Webinars.

Desktop - Trader Workstation

Learn the basics of our market maker-designed TWS desktop trading platform.


Mobile - mobileTWS

Learn the basics of our mobile platform on a cell phone or tablet.

Order Types

Instruct your students to place at least three different basic stock order types. For example, market, limit and stop orders.


Review the over 60 individual order types and algos that are available with our platform.

Traders' Glossary

The Traders' Glossary is a comprehensive list of trading terms and acronyms.


Use this online glossary as a reference when learning general trading and IBKR terminology.

Order Types page

Statements and Trade Confirmations

Instruct your students to check their daily activity statements and trade confirmation reports. Assignments can include running and analyzing a default statement; creating, running and analyzing a customized statement, and running and analyzing a trade confirmation report.

Statements and Trade Confirmation Reports are available from within Account Management.


Run default statements and create customizes statements to view detailed information about the account activity, including positions, cash balances, transactions, and more.

Trade Confirmation Reports

Run trade confirmation reports to view trade confirmations separately by asset class.


Instruct your students to familiarize themselves with our margin requirements for options and how to monitor the margin requirements for their own accounts.

Learning About Margin

Learn the basic principles of trading stocks on margin.

Monitor Margin Requirements

Learn how to monitor margin requirements.

TWS Users' Guide

Technical Analysis

Technical analysis is the forecasting of markets through the study and analysis of data generated exclusively from the buying and selling of financial instruments.


Use our resources to learn about technical analysis.

Market Scanner - Options

Instruct your students to use the TWS Market Scanners to quickly and easily scan markets for the top performing contracts.

  • Scan multiple products.
  • Scan for top contracts on US options.
  • Choose from popular scan parameters.
  • Create custom scans - Variables, filters and parameters allow you to create unique, completely customized scans.
TWS Users' Guide

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