Investment Themes
Discover the Relationships Behind Investment Opportunities
Investment Themes helps investors discover companies, competitors, products, industries, regions and funds connected to long-term market trends.1
Investment Themes
Powered by Reflexivity's2 institutional-grade Knowledge Graph and integrated across IBKR's trading platforms, Investment Themes transforms complex market relationships into interactive research workflows. Start with a theme such as Artificial Intelligence, Nuclear Energy or Cybersecurity and explore the companies, ETFs, competitors and markets connected to that opportunity.
Results are ranked by business activity, product focus and revenue exposure, helping investors identify the companies most closely connected to a theme.
Explore Themes, Companies and Markets
Use natural language to research more than 100 investment themes spanning technology, energy, healthcare, consumer goods and other sectors.
Ask questions such as:
Start with a broad theme, discover related companies, analyze competitors, explore geographic exposure and identify relevant ETFs and funds.
Discover What is Possible with Investment Themes
Discover Relationships That Traditional Screeners Miss
Explore connections between companies, competitors, products, industries, geographic markets and funds across the S&P 1500 universe.
Start with an idea rather than a ticker symbol and follow connected relationships to uncover opportunities, evaluate competitors and understand how businesses participate in broader market trends.
Understand Competitive Positioning and Geographic Exposure
Use the Themes tab in Fundamentals Explorer to view a dynamic map of a company's products, competitors, industries and geographic footprint.
Evaluate competitive positioning, identify overlapping exposures and understand where revenue is generated around the world.
Analyze Portfolio Exposure Through Themes
Investment Themes is integrated into PortfolioAnalyst through a dedicated widget and report. Themes are organized by rank-adjusted portfolio weight, helping investors understand which trends, industries and opportunities drive portfolio exposure.
Drill down into underlying companies and funds, review unrealized profit and loss by position and identify unmapped holdings for greater portfolio transparency.
Access Investment Themes
Across IBKR Platforms
Discover Opportunities
Browse themes, research market trends and explore connected companies, industries, suppliers and business relationships using the Investment Themes tool.
Research Companies
Use the Themes tab in Fundamentals Explorer to analyze products, competitors, industries and geographic exposure for S&P 1500 companies.
Analyze Portfolio Exposure
Use Investment Themes within PortfolioAnalyst to understand how themes, industries and trends contribute to overall portfolio exposure.
USER GUIDES
Use Investment Themes on Your Platform
View platform-specific guides for accessing and using Investment Themes.
Turn investment ideas into actionable research.
Available to IBKR clients worldwide at no additional cost.
Open Account Learn More About IBKRDisclosures
- 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.
- IB Global Investments LLC, a subsidiary of Interactive Broker Group Inc., the parent company of Interactive Brokers LLC, is a minority owner of Reflexivity.