Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the release of Investment Themes, a discovery tool powered by Reflexivity that investors can use to move from market trends to trade ideas more confidently.
Available across IBKR’s trading platforms, Investment Themes simplifies the research process by “connecting companies, products, competitors, and regions across the entire S&P 1500 universe.”
The underlying thematic intelligence was developed by Reflexivity, leveraging its knowledge graph to map the “real-world relationships between companies and their business drivers.”
Investment Themes turns market data into interactive insights.
Investors can start with a topic like “Generative AI” or “Nuclear Energy” and view the public companies tied to that theme, “without needing a ticker symbol or prior research.”
Investment Themes helps users “uncover patterns, explore relationships, and make informed decisions in less time.”
Steve Sanders, EVP of Marketing and Product Development at Interactive Brokers:
“Investment Themes will help our clients turn raw relationship data into a narrative that they can trade on.”
Investment Themes transforms complex market relationships into actionable intelligence and allows investors to:
- Start with a trend and discover investable companies: By typing in a theme, users can quickly see companies that are directly connected to that idea, eliminating the need for complex filters or prior watchlists.
- Leverage a dynamic universe: Investment Themes consists of ~500 real-world business areas and industry trends. The exposure of each company is measured based on a proprietary scoring system built by Reflexivity that assesses factors including revenue exposure, strategic importance, and capital expenditures associated with the theme.
- Understand the competitive landscape: Each S&P 1500 company profile now includes an Investment Themes tab in Fundamentals Explorer. This view offers a map of that company’s products, direct competitors, and related industries, helping investors spot portfolio overlaps or discover complementary opportunities.
- Explore global exposure and revenue footprints: Investment Themes includes capabilities to examine a company’s regional risk or growth potential by tracing where revenue is generated. Whether investors are looking to hedge exposure or identify global leaders, Investment Themes makes it easier to understand who is focused on which markets.
With Investment Themes, IBKR makes it easier for investors “to explore ideas, uncover relationships, and turn insight into action.”
In addition to Investment Themes, Interactive Brokers provides a set of discovery tools, including “global valuation comparisons, sentiment analysis, bond screening, and securities lending insights, designed to help investors uncover opportunities across markets, asset classes, and investment styles.”
Investment Themes is available to IBKR clients.
According to the company, it is in beta on most platforms and will be generally available shortly.