Just created my IBKR account, invested a little bit on some hyper-speculative items... we will see.

Interactive Brokers
Price
Debate sobre IBKR
Puestos
11The earnings season begins again!
As the earnings season starts again, here is a summary of the most important figures next week.
$JPM (+1,15 %)
$C (+2,57 %)
$WFC (-2,12 %)
$BLK (+2,23 %)
$JNJ (-0,62 %)
$GS (+0,81 %)
$BAC (+1,09 %)
$AA (+2,69 %)
$ASML (-0,33 %)
$PLD (-1,92 %)
$UAL (+5,32 %)
$KMI (-1,54 %)
$PEP (+7,06 %)
$ABT (-6,71 %)
$Netflix
$TSM (+4,03 %)
$USB (-1,39 %)
$IBKR (+0,55 %)
$AXP (+0,83 %)
$MMM (+0,58 %)


Interactive Brokers Taxes
Does anyone here have experience with the taxation of interest payments and dividends at Interactive Brokers?
I opened an account with IBKR last year to park part of my cash reserve in USD.
The idea was:
- Diversification
- Take high interest rates with you
- To invest the money in a stronger market decline in $SPY (+0,75 %) to invest
I am aware that IBKR is not tax-simple for Germans and that you have to be active yourself.
Is it now possible to export complete annual reports there, which I can put on my tax advisor's desk?
Thank you!
I myself use IB via estably, formerly Banx. It comes down to getting the transaction report and my own Excel tables into the tax return. It usually takes 2-3 hours. I always write a note with explanations and hand in the transaction report and my Excel spreadsheets on request. The time before last, I had to go to the tax office and explained the report to the lady in a personal meeting. Last time, I submitted everything and it went straight through.
New 52-week highs for these 12 high-flyers
The following shares reached a new 52-week high in the course of yesterday:
Meta $META (+0,23 %)
Netflix $NFLX (+0,99 %)
Costco $COST (+0,46 %)
Walmart $WMT (+0,39 %)
Crowdstrike $CRWD (+0,76 %) (forgot what happened in the summer)
Spotify $SPOT (+1,59 %)
Hims & Hers $HIMS (-0,64 %) (now the best stock YTD)
Duolingo $DUOL
Hilton $HLT (-0,42 %)
Interactive Brokers $IBKR (+0,55 %)
Moody's $MCO (+0 %)
Sharkninja $SN
Congratulations to all investors and Happy Weekend!
Interactive Brokers a high performer in the Ultimate Homer
In one year the share has risen by 150%, in my savings plan portfolio where I have been building up the position monthly since May 2024 at around 60%.
Currently the 2nd best position after Broadcom when it comes to cash returns.
Earnings 4Q2024
Earnings per share for the current quarter amounted to 1.99 $ (1.48$)
Customer accounts increased by 30 % to 3.34 million.
Source
https://investors.interactivebrokers.com/en/general/about/press-releases-nav.php#

Interactive Brokers Group reported earnings
Q4 FY2024 results ended on December 31, 2024
- Revenue: $1.39B, +21.8% YoY
- Net income: $969M vs $739M in Q4 2023
- Diluted EPS: $1.99 vs $1.48 in Q4 2023
- Pretax profit margin: 75% vs 72% in Q4 2023
🌱Revenue & Growth
- Commission revenue: $477M, +37% YoY
- Net interest income: $807M, +11% YoY
- Other fees and services: $81M, +47% YoY
- Total customer DARTs: 3.12M, +61% YoY
💰Profits & Financials
- Pretax margin: 75% as reported, 76% adjusted
- Operating margin: 27.5% vs 24.1% YoY
- Net interest margin: 2.23% vs 2.41% YoY
- Total equity: $16.6B
- Customer equity: $568.2B, +33% YoY
📌Business Highlights
- Customer accounts increased 30% to 3.34M
- Customer margin loans up 45% to $64.2B
- Customer credits increased 15% to $119.7B
- Options trading volume up 32% YoY
- Stock trading volume up 65% YoY
🔮Future Outlook
- Declared quarterly cash dividend of $0.25 per share
- Positioned for continued growth in automated trading services
- Focusing on expanding global electronic broker services
- Continues investment in technology and automation
All of these shares reached new ALL-TIME HIGHS at some point today ⤵️
Nvidia $NVDA (+1,52 %)
Amazon $AMZN (+0,62 %)
Netflix $NFLX (+0,99 %)
Walmart $WMT (+0,39 %)
JPMorgan $JPM (+1,15 %)
Goldman Sachs $GOS0
Palantir $PLTR (+1,65 %)
Blackrock $BLK
American Express $AXP (+0,83 %)
Arista $ANET
Apollo $APO PR A
Blackstone $BX (+3,2 %)
Booking $BKNG (+1,23 %)
Instacart $INSTA (+0,42 %)
Caterpillar $CAT (+1,13 %)
Capital One $COF (+1,62 %)
Discover Financial $DFS
Electronic Arts $EA (+0,21 %)
GE Vernova $GEV (+3,63 %)
Hilton $HLT (-0,42 %)
Howmet $HWM (+2,13 %)
Interactive Brokers $IBKR (+0,55 %)
Cheniere $LNG (+0,33 %)
Morgan Stanley $MS (+1,18 %)
Marriot $MAR (+0,05 %)
Nasdaq $NDAQ (+1,35 %)
News Corp $NWSA (+0,78 %)
Oracle $ORCL (+4,08 %)
Palo Alto $PANW (+2,53 %)
ServiceNow $NOW (+0,99 %)
Steel Dynamics $STLD (+0,96 %)
Stryker $SYK (+0,72 %)
Royal Caribbean $RCL (+1,81 %)
Reddit $RDDT (+0,01 %)
Trade Desk $TTD (+1,95 %)
Visa $V (+0,36 %)
Wells Fargo $WFC (+0,87 %)
Valores en tendencia
Principales creadores de la semana