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AI-Powered Portfolio Analysis & Trading Tools

Your Portfolio. Your AI. Connected.

Use AI platforms like Claude directly with your IBKR account.

Analyze portfolios, research investments, monitor risk and draft trade instructions using AI.

Open Account

Securely connect or Claude to your IBKR account.

Link your IBKR account through each platform's certified connector marketplace in minutes. No API keys or passwords are shared with the AI.

Ask Claude 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 Watchlists 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

Claude 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. Risk Monitoring
    "Alert me if portfolio beta exceeds my target range."
  5. Global Investing
    "Show me the currency impact if the USD weakens 10% against my largest foreign exposures."
  6. Trade Planning
    "Compare the margin impact of these two option structures."
  7. Trade Planning
    "What's my net liquidation value and how much buying power do I have left?"
  8. Execution
    "Prepare an order ticket using my standard execution preferences."
  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 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.

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:

Claude

ChatGPT, Gemini and Grok are 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.

Open Account Start Free Trial

Disclosures

AI Integration is not available in IN or JP.