AI That Understands Your Portfolio — Connected to Your IBKR Account
Your Portfolio. Your AI. Connected.
Use AI platforms like ChatGPT, Claude and Grok directly with your IBKR account.
Analyze portfolios, research investments, monitor risk and draft trade instructions using AI.
Securely Connect Your Favorite AI to Your IBKR Account
Link your IBKR account through each platform's certified connector marketplace in minutes. Built on Model Context Protocol (MCP), IBKR's MCP securely connects supported AI platforms to your account without sharing API keys or passwords.
Ask ChatGPT, Claude or Grok to analyze your portfolio and draft trade Instructions. To place an order, open the AI Instructions tab in any IBKR platform and submit it.
No additional costs. No technical configuration.
No separate AI broker account.
Move From Generic Answers
to Portfolio-Aware Intelligence
Your AI assistant works with:
So that you can:
- Analyze exposures across portfolios and asset classes
- Identify concentration, currency or factor risks
- Compare allocations before making changes
- Research global opportunities using natural language
Example AI Investing Questions
ChatGPT, Claude and Grok can answer questions like these about your portfolio.
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Research & Discovery"Find European semiconductor companies with positive free cash flow growth and lower valuation multiples than U.S. peers."
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Portfolio Analysis"Summarize all my trades from the last month with total commissions paid, win rate, and average size."
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Portfolio Analysis"Look up the implied volatility and 52-week high/low for each of my holdings. Which are most volatile right now?"
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Trade Planning"Show me the possible Options strategies that can help protect the gains on my five largest stock positions and generate the order instructions for each."
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Global Investing"Show me the currency impact if the USD weakens 10% against my largest foreign exposures."
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Execution"Create sell instructions to reduce by 50% any holding with 30-day historical volatility above 60%."
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Trade Planning"What's my net liquidation value and how much buying power do I have left?"
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Research & Discovery"What sectors overlap with robotics and automation?"
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Execution"Draft a limit order to buy 50 shares of AAPL at 2% below current price."
You Stay in Control
The AI analyzes your portfolio and drafts Instructions. You review and submit every order across 170+ global markets, multiple asset classes and currencies
You control:
- What the AI can access in your IBKR account
- Which Instructions become orders
- When orders are submitted
Instructions never become orders automatically.
Available on Mobile, Web, and Desktop
AI Integration is available on IBKR trading platforms across Mobile, Web and Desktop.
Supported integrations include:
Gemini is coming soon.
Connect the power of AI to your IBKR account
Analyze portfolios, research opportunities and generate trade instructions
while maintaining control over every decision and order.
Share your feedback on our AI Integrations
and help us shape the future of smarter trading.
USER GUIDES
Get Started with AI Integration
For information on how to connect your AI to your IBKR account, select your trading platform.
Disclosures
AI Integration is not available in IN or JP.
Interactive Brokers does not guarantee the accuracy or completeness of the data and information provided through the AI service that you choose independently
Information provided using AI integration is not investment advice or a recommendation from Interactive Brokers.
Interactive Brokers is not responsible for any investment decision you take in reliance on information generated through the AI integration. You should independently verify information before more making any trading or investment decisions. The Instructions are created based on information provided by your AI service and may not be accurate or reflect what you wish to do. You are responsible for carefully reviewing the Instructions, editing them as appropriate, and deciding if you wish to convert your Instruction to an order on the IBKR platform.
All trademarks, logos, and brand names are the property of their respective owners and are used for identification purposes only and does not imply endorsement.