Interactive Brokers Integrates AI into Client Portfolios – Informed by Agentic Technology, Controlled by the Client

Key Terms

apis technical

APIs are sets of rules that let different software systems talk to each other, like standardized doorways that let apps, data services and websites exchange information without needing to be rebuilt each time. For investors, APIs matter because they speed product development, enable digital partnerships and data feeds, create new revenue or cost savings, and introduce operational or security dependencies that can affect growth and risk.

ai chatbots technical

AI chatbots are software programs that use artificial intelligence to understand and respond to written or spoken questions, like a virtual assistant that can carry on a conversation. Investors care because they can automate customer service, speed up workflows, and create new products that may reduce costs or boost sales, similar to hiring many fast, inexpensive employees that work around the clock. Their performance and adoption can materially affect a company’s revenue and expenses.

margin information financial

Margin information is the set of figures showing how much profit a company keeps from its sales after paying costs, usually expressed as percentages (for example, gross or net margin). Think of it like the slice of each dollar of revenue that remains after expenses; investors use it to judge pricing power, cost control and how efficiently a business turns sales into profit, which affects forecasts, valuation and risk assessments.

etfs financial

ETFs, or exchange-traded funds, are investment funds that hold a collection of stocks, bonds, or other assets, and can be bought or sold on stock exchanges like individual shares. They offer investors an easy way to diversify their holdings and access different markets or sectors without buying multiple individual assets. Because they are traded throughout the day, ETFs provide flexibility and can help investors manage risk while pursuing their financial goals.

market orders financial

A market order is an instruction to buy or sell a stock immediately at the best available price, prioritizing speed of execution over a specific price. Think of it like telling a cashier to complete a purchase right away regardless of the final charge; investors use market orders when completing a trade quickly matters, but they accept the risk that the exact execution price may change in fast or thinly traded markets.

limit orders financial

A limit order is an instruction to buy or sell a stock only at a specific price or better — for example, buy only if the price falls to $10 or sell only if it rises to $15. It lets investors control the exact price they are willing to trade, like setting a price request at a yard sale, but it also means the trade may not happen if the market never reaches that price, which affects timing and risk.

event contracts financial

Contracts whose payment or settlement depends solely on whether a specific, predefined event happens or not — for example a drug approval, a corporate takeover, a loan default, or a weather disaster. Think of them like a focused bet or insurance policy: investors can use them to take a targeted position, hedge exposure, or speculate on an outcome without owning the underlying company, and their results can rapidly change an investor’s gains, losses and risk profile when the event occurs.

natural language technical

Natural language is the ordinary human speech and writing people use to communicate ideas, questions and information, as opposed to computer code or formal symbols. For investors, it matters because many business documents, communications, customer feedback and emerging technologies like natural language processing rely on this everyday wording; understanding how machines interpret or companies present that language can affect how information is measured, automated and valued. Analogously, it’s the difference between talking to a person and typing commands into a machine.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Clients Can Research Stocks, Analyze Performance, and Generate Trade Instructions in Claude. The Client Approves Every Trade.

GREENWICH, Conn.--(BUSINESS WIRE)-- Interactive Brokers (Nasdaq: IBKR), an automated global broker, today announced agentic trading through direct integration with Claude, one of the world's leading AI platforms. Available through the AI platform’s certified connector marketplace, the integration lets clients manage their accounts and access more than 170 global markets.

"Interactive Brokers has used technology for over four decades to help investors make more informed decisions and interact more efficiently with markets," said Milan Galik, Chief Executive Officer of Interactive Brokers. "Investors are increasingly using artificial intelligence to research markets, analyze information and generate ideas. We believe the next logical step is to allow clients to securely connect AI tools directly to their brokerage accounts — whether they want a simple conversational interface, deeper portfolio analysis or the ability to develop and execute sophisticated trading strategies.”

Clients can link their existing IBKR account through the Claude certified connector marketplace in just a few minutes using their IBKR login. Setup is simple: there are no additional costs, and no need to open and fund a separate brokerage account. The integration draws on the same APIs that many active IBKR users have built their own trading processes on. All of the API functionality can now be accessed by AI chatbots and agents, including positions, open orders, trade history, margin information, and market data. IBKR has chosen enterprise-level integration, where no API keys or passwords are shared with the AI provider and no authentication credentials are stored on the client’s computer— an approach designed to be more secure than alternative setups.

Clients can ask the AI questions about their portfolio or about the markets in natural language and receive analysis grounded in their own account data. They can also generate trade instructions tied to that analysis. In accordance with the human-in-the-middle system design, instructions appear in a dedicated AI Instructions tab on the Orders and Trades page across all IBKR platforms, where the client can view the instructions and approve their submissions as orders into the marketplace.

At launch, the integration generates instructions for equities and ETFs and supports market and limit orders, with additional asset classes to follow within a week. The Claude integration is live now. The ChatGPT, Gemini and Grok integrations are currently undergoing the certification process with their respective platforms and are expected to be available to IBKR clients soon.

What Clients Can Ask

A few examples of the kinds of questions the integration handles at launch:

• What percentage of my portfolio is in technology stocks?
• Which of my positions has the highest unrealized gain, and which has the highest unrealized loss?
• My tech exposure is 18% of my portfolio. What would it take to bring it down to a 10% target weight, and what would the dollar amount be to reduce it?
• I'm underweight in healthcare. What would it take to bring the sector up to 15% of my portfolio?

IBKR's Full Suite of AI Tools

The Claude integration complements IBKR's existing AI-powered tools, available directly within IBKR's platforms:

• AI Screeners: Use natural language to describe what you are looking for – like "small-cap tech stocks with strong cash flow” – and get a ranked list of matches from more than 70,000 global stocks.
• Investment Themes: Search for a theme such as "clean energy" or "cloud computing" and view connected companies, industries, and trends.
• Connections: Enter any stock and discover the related companies, sector ETFs, derivatives, thematic data, and event contracts all in one view.
• Ask IBKR: Use natural language to ask questions about your portfolio – like “How concentrated am I in tech?” – and get answers grounded in your own account data.
• AI News Summaries: Get concise recaps of market news filtered to the stocks and sectors in your portfolio and watch lists – so the news most relevant to your investments is always easy to find, with important articles flagged automatically.

For more information on IBKR’s AI Integration, visit:

US and countries served by IB LLC: AI Integration
Canada: AI Integration
United Kingdom: AI Integration
Europe: AI Integration
Hong Kong: AI Integration
Singapore: AI Integration
Australia: AI Integration

To provide feedback on IBKR's platforms, tools, and services, use: feedback@ibkr.com

The best-informed investors choose Interactive Brokers.

About Interactive Brokers Group, Inc.:

Interactive Brokers Group, Inc. (NASDAQ: IBKR) is a member of the S&P 500. Its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets around the clock on over 170 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others.

Follow Interactive Brokers on social media: Facebook, Instagram, LinkedIn, Reddit, X (Twitter), TikTok, YouTube

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601336232/en/

Contacts for Interactive Brokers Group, Inc. Media: Katherine Ewert, media@ibkr.com

Source: Interactive Brokers