Vizual Stocks works best vertically on mobile.
VizualStocks APIOperating KPI and segment definitions available for Interactive Brokers Group (IBKR) through the VizualStocks API.
Annualized cleared average daily average revenue trades per account, as directly reported for the quarter. Annualized does not mean this is an annual observation.
clearedAnnualizedDARTsPerAccountAverage commission per cleared customer order that generates commissions, in USD per order.
commissionPerClearedCommissionableOrderCommissions from customer trading activity. Stored in base USD. One component of the issuer net-revenue partition.
commissionsRevenueIssuer-reported customer credits at period end from quarterly business highlights, stored in base USD. Do not substitute average balances from the NIM table or GAAP receivables/payables; annual values are year-end snapshots.
customerCreditsCustomer equity excluding non-customers at quarter end, stored in base USD. Annual values are December 31 snapshots, not sums.
customerEquityIssuer-reported customer margin loans at period end from quarterly business highlights, stored in base USD. Do not substitute average balances from the NIM table or GAAP receivables/payables; annual values are year-end snapshots.
customerMarginLoansGAAP total net interest income from the consolidated income statement, not the broader interest-equivalent measure used in the NIM schedule. Stored in base USD. One component of the issuer net-revenue partition.
netInterestIncomeIssuer-reported annualized net interest margin. Stored as a fraction (0.0193 means 1.93%). Uses the issuer interest-equivalent NIM schedule, which differs from GAAP net interest income; never recompute it from the four revenue components. Annual values are directly reported annual ratios.
netInterestMarginOther fees and services revenue, excluding commissions, other income and net interest income. Stored in base USD. One component of the issuer net-revenue partition.
otherFeesAndServicesRevenueReported other income or loss; retain negative values and do not replace with adjusted other income. Stored in base USD. One component of the issuer net-revenue partition.
otherIncomeTotal customer accounts at quarter end. Stored as accounts, not thousands. Annual values are December 31 snapshots.
totalCustomerAccountsTotal customer daily average revenue trades for the quarter, stored as trades per day. Not total executed orders, not a quarterly trade sum, and not the cleared-only DART measure.
totalCustomerDARTsTotal futures contracts, including options on futures traded during the period, including customer and principal volumes. Stored in individual contracts/shares; source reports thousands. Use TOTAL, not CUSTOMER or PRINCIPAL subtable.
totalFuturesContractVolumeTotal options contracts traded during the period, including customer and principal volumes. Stored in individual contracts/shares; source reports thousands. Use TOTAL, not CUSTOMER or PRINCIPAL subtable.
totalOptionsContractVolumeTotal stock shares traded during the period, including customer and principal volumes. Stored in individual contracts/shares; source reports thousands. Use TOTAL, not CUSTOMER or PRINCIPAL subtable.
totalStockShareVolume