AI Hub
Artificial Intelligence That Delivers Real Results
Interactive Brokers (IBKR) AI tools help turn data into actionable insights so you can research smarter and make better investment decisions.
All AI tools are included at no additional cost. Open an account and access them from day one.
AI Designed to Inform Your Decisions
- Research faster with AI-powered screening and analysis
- Turn complex market data into clear, actionable intelligence
- AI does the heavy lifting. You make every investment decision
Securely Connect to AI Platforms
AI Integration
Securely connect AI platforms that support Model Context Protocol (MCP), including ChatGPT, Claude, and Grok, to your IBKR account to research investments, analyze your portfolio, and generate trade instructions. You review and submit every order.1
- Ask questions in natural language and get answers grounded in your actual holdings
- Generate trade Instructions tied to your analysis
- Research across 170+ global markets and 70,000+ stocks, ETFs, options, futures, and options on futures.
- Built on Model Context Protocol (MCP), connect through a platform's certified connector marketplace or directly from compatible MCP applications. No separate AI broker account is required.
Available on:
Client Portal
IBKR Desktop
IBKR GlobalTrader
IBKR Mobile
TWS
Explore IBKR's AI-Powered Tools
AI Screeners
Describe what you are looking for in plain language and get a ranked list of opportunities across 70,000+ global stocks.
- Configure screeners using natural-language prompts
- Blend multiple factors into a ranked best-match score
- Discover opportunities using multi-factor quantitative analysis
- Save and refine screening workflows instantly
Available on:
IBKR Desktop
Investment Themes
Search a concept like "clean energy" or "cloud computing" and AI instantly maps the companies, industries, and trends connected to it.,
- Find companies connected to emerging trends and technologies
- Map competitive landscapes and industry relationships
- Analyze where revenue comes from and global risk exposure
- Explore portfolio exposure to evolving market themes
Available on:
Client Portal
IBKR Desktop
IBKR Mobile
TWS
Powered by Reflexivity
Connections
Start with any security and see everything connected to it: related companies, sector ETFs, derivatives, thematic data, and Event Contracts.
- See sector-aligned ETFs alongside options, futures, and bonds derived from the security in view
- View Event Contracts tied to economic factors relevant to the security's sector
- Explore thematic data and related companies connected to the security you are viewing
Available on:
Client Portal
IBKR Desktop
IBKR Mobile
TWS
Ask IBKR
Ask questions about your portfolio in natural language and receive structured, data-driven answers. No dashboards, no filters.
- Analyze portfolio performance and benchmark comparisons
- Review allocations, exposures, and holdings instantly
- Explore dividends, sectors, countries, and asset classes
- Monitor activity, cash flows, interest, and fees
Available on:
Client Portal
IBKR Desktop
IBot: Natural Language Trading
An alternative way to interact with the entire platform using plain English.
- Place trades using natural language (e.g., "trade 200 shares IBKR")
- Pull up quotes, charts, option chains, and market scanners
- Check account metrics, fundamentals, and company summaries
Available on:
Client Portal
IBKR Desktop
IBKR Mobile
TWS
AI News Summaries
AI-generated summaries filtered to the markets, sectors, and securities in your portfolio, with important articles flagged automatically., ,
- Support for a growing number of authorized news providers
- Near real-time updates as stories evolve
- Hot News feed highlights what matters most
Available on:
Client Portal
IBKR Desktop
IBKR Mobile
TWS
Learn How to Use These Tools
Get started with these AI-focused Lessons:
- Using Ask IBKR in IBKR Desktop and Client Portal
- Investment Themes
- Connections
- AI-Configured Screener
Start Using AI at IBKR
All AI tools are included at no additional cost. Research smarter and make more informed decisions.
Frequently Asked Questions
The Interactive Brokers AI Hub is a centralized resource that enables traders and investors to leverage AI-powered tools like ChatGPT and Claude to enhance research, generate insights, and support smarter investment decisions.
Interactive Brokers supports AI-driven workflows using ChatGPT and Claude, providing resources to help clients integrate these tools into their trading and research processes.
ChatGPT can help IBKR clients analyze market trends, summarize financial data, generate trading ideas, and assist with portfolio research. By combining ChatGPT's natural language capabilities with IBKR's market data, traders can make faster and more informed decisions.
Claude enhances the research process by helping users interpret financial reports, break down complex market topics, and generate structured insights. It allows IBKR clients to quickly synthesize large amounts of financial information into actionable intelligence.
Interactive Brokers provides official resources and guidance on how to use ChatGPT and Claude alongside IBKR platforms, enabling users to incorporate AI into their workflows. These tools can complement IBKR's analytics, trading tools, and market data.
AI tools like ChatGPT and Claude provide data-driven insights, but they should be used as support tools, not as the sole basis for investment decisions. Users should validate insights with market data and their own research.
Users can ask about market trends, stock comparisons, risk insights, portfolio strategies, and macroeconomic impacts.
Tasks include summarizing reports, analyzing trends, generating insights, and supporting portfolio research, saving time and improving efficiency.
Interactive Brokers supports AI tools like ChatGPT and Claude to help traders access faster insights, improve workflows, and enhance performance.
Log in to your IBKR account, explore the AI Hub, and start using ChatGPT or Claude alongside IBKR's tools and data to support your research.
The Model Context Protocol (MCP) is an open standard, originally developed by Anthropic, that allows AI applications to connect to external data sources and tools in a standardized, secure way. Think of it as a universal connector for AI — enabling AI assistants to interact with a platform's data and features through one consistent interface.
Interactive Brokers operates as an MCP server, exposing a defined set of tools and account actions that a connected AI platform can call on your behalf — such as retrieving portfolio data or checking order status. You authenticate directly on IBKR's own secure login screen, your credentials are never shared with the AI platform, and you retain full control over what access is granted.
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.
Using a Different AI App? Any AI application that supports MCP, including Claude Code, ChatGPT Codex, Cursor, and more, can connect. In your AI application, look for Add MCP Server or Custom Connector, then enter: https://api.ibkr.com/v1/api/mcp-public
Using a Different AI App? Any AI application that supports MCP, including Claude Code, ChatGPT Codex, Cursor, and more, can connect. In your AI application, look for Add MCP Server or Custom Connector, then enter: https://api.ibkr.com/v1/api/mcp-public
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.
- The information provided by Investment Themes is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consider their financial situation, risk tolerance, and investment objectives before making any investment decisions. Interactive Brokers does not guarantee the accuracy or completeness of the data provided through Investment Themes. Always consult with a qualified financial advisor before engaging in trading or investment activities.
- IB Global Investments LLC, a subsidiary of Interactive Broker Group Inc., the parent company of Interactive Brokers LLC, is a minority owner of Reflexivity.
- Connections offers a comprehensive view of the investment landscape surrounding stocks, enabling investors to explore related instruments and strategies; however, users should conduct their own research and consider market risks before making investment decisions.
- The Ask IBKR tool provides data-driven insights for investment portfolios but does not guarantee success; users should be aware of market risks, data accuracy limitations, and the need for personal responsibility in investment decisions, and should consult a qualified financial advisor as needed. IBKR does not provide financial advice or recommendations.
- IBot is an automated, natural‑language interface designed to assist with order entry, market research, and account management. Information and functionality provided through IBot do not constitute investment advice, personalized recommendations, or an offer or solicitation to buy or sell any financial investment. Decisions to trade are self directed.
- Please note that AI News Summaries are is currently available to clients of IBKR affiliates in the U.S., Canada, the United Kingdom, Europe, Australia, Hong Kong, Singapore, and Japan.
- Interactive Brokers' news content and AI-generated news summaries are provided by an affiliate, Global Financial Information Services.
- AI-generated news summaries are provided for informational purposes only and may contain inaccuracies or omissions. They do not constitute financial, legal, or investment advice. Market conditions can change rapidly, and users should independently verify all information before making trading or investment decisions. Reliance on these summaries without additional research may result in financial loss.
- AI Integration is not part of the IBKR AI-Powered tools, it is a 3rd party AI integration tool.