AI-Powered Portfolio Analysis & Trading Tools

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.

Open Account

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:

Positions and cash balances Margin availability Realized and unrealized P&L Historical transactions Option chains Risk exposures Multi-currency balances Linked accounts Portfolio structures

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.

  1. Research & Discovery
    "Find European semiconductor companies with positive free cash flow growth and lower valuation multiples than U.S. peers."
  2. Portfolio Analysis
    "Summarize all my trades from the last month with total commissions paid, win rate, and average size."
  3. Portfolio Analysis
    "Look up the implied volatility and 52-week high/low for each of my holdings. Which are most volatile right now?"
  4. 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."
  5. Global Investing
    "Show me the currency impact if the USD weakens 10% against my largest foreign exposures."
  6. Execution
    "Create sell instructions to reduce by 50% any holding with 30-day historical volatility above 60%."
  7. Trade Planning
    "What's my net liquidation value and how much buying power do I have left?"
  8. Research & Discovery
    "What sectors overlap with robotics and automation?"
  9. 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 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.

Explore More IBKR AI Capabilities

Available on Mobile, Web, and Desktop

AI Integration is available on IBKR trading platforms across Mobile, Web and Desktop.

Client Portal IBKR Desktop IBKR GlobalTrader IBKR Mobile Trader Workstation

Supported integrations include:

ChatGPT Claude Grok

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.

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Share your feedback on our AI Integrations
and help us shape the future of smarter trading.

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USER GUIDES

Get Started with AI Integration

For information on how to connect your AI to your IBKR account, select your trading platform.

IBKR Desktop

Client Portal

IBKR Mobile (Android-Phone)

IBKR Mobile (Android-Tablet)

IBKR Mobile (iPhone)

IBKR Mobile (iPad)

Frequently Asked Questions

AI integrations at Interactive Brokers focus on enhancing trading workflows, allowing users to combine IBKR market data and tools with AI platforms like ChatGPT, Claude or Grok for analysis, idea generation, and decision support.

Unlike standalone AI tools, IBKR enables users to apply AI insights within a professional trading environment, combining AI-generated analysis with real-time market data and execution capabilities.

Traders can use ChatGPT to analyze IBKR market data outputs, generate trade ideas based on positions, and summarize research before executing trades on IBKR platforms.

Claude is effective for parsing long-form financial reports, structuring IBKR data into insights, and supporting deeper due diligence processes for more advanced users.

Yes. ChatGPT, Claude and Grok can complement IBKR by working with exported reports, market data snapshots, and API-driven datasets, enabling customized and automated analysis workflows.

AI integrations support both groups but are particularly valuable for active traders and advanced users building repeatable research and analysis workflows.

By combining IBKR data with ChatGPT, Claude or Grok, users can reduce manual research time, validate trade ideas quickly, and move from insight to execution faster.

No. ChatGPT, Claude and Grok support analysis and research workflows, while IBKR remains the execution platform, ensuring users retain full control over trades.

Advantages include seamless research-to-execution workflows, faster insight generation, scalable analysis for complex portfolios, and improved efficiency in decision-making.

AI integrations are particularly valuable for advanced retail traders, quantitative users, and analysts managing large datasets and complex strategies.

The Model Context Protocol (MCP) is an open standard that enables AI applications to securely connect to external platforms and tools in a consistent, standardized way. Originally developed by Anthropic, it acts as a universal connector — allowing AI assistants to access a platform's data and features through a single, unified interface.

Interactive Brokers acts as an MCP server, giving connected AI platforms access to a defined set of tools and account actions — like checking order status or retrieving portfolio data — exclusively on your behalf and only after your explicit authorization. IBKR retains full control of authentication, and your login credentials are never passed to the AI platform.

Start by making sure you have an active Interactive Brokers account. From there, open your AI platform of choice (Claude, ChatGPT, or Grok) and search for "Interactive Brokers" in its connector directory. Select the IBKR connector, log in securely through IBKR's own login screen, and authorize access to your account. You're then ready to explore AI-assisted portfolio insights instantly.

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.