AI-Powered Portfolio Analysis & Trading Tools

Your Portfolio. Your AI. Connected.

Connect AI platforms that support Model Context Protocol (MCP), including ChatGPT, Claude, Grok, and Perplexity to your IBKR account.

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

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Securely Connect Your Favorite AI to Your IBKR Account

Link your IBKR account through a platform's certified connector marketplace in minutes or directly from any AI tool that supports MCP. Built on Model Context Protocol (MCP), IBKR securely connects supported AI platforms to your account without sharing API keys or passwords.

Ask ChatGPT, Claude, Grok, Perplexity, or your preferred AI platform to analyze your portfolio and generate trade instructions. When you are ready to trade, open the AI Instructions tab in any IBKR platform to review and submit your order.

No additional costs. No technical configuration.
No separate AI broker account.

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

Move From Generic Answers
to Portfolio-Aware Intelligence

Your AI has access to authorized account information, including:

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

Use AI to:

  • 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

Whether you use ChatGPT, Claude, Grok, Perplexity, or another AI tool that supports MCP, your AI 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 trade 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 trade 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 across IBKR trading platforms.

Client Portal IBKR Desktop IBKR GlobalTrader IBKR Mobile Trader Workstation

Supported integrations include:

ChatGPT Claude Grok Perplexity

Plus any AI tool that supports Model Context Protocol (MCP)

Gemini is coming soon.

Connect Your Preferred AI to Your IBKR account

Analyze portfolios, research opportunities, and generate trade instructions
while maintaining control over every investment decision and order.

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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

IBKR AI Integration connects supported AI platforms, including ChatGPT, Claude, Grok and Perplexity, to authorized IBKR account information through the Model Context Protocol (MCP). It supports research, portfolio analysis, monitoring and trade instruction preparation.

Unlike a standalone AI tool, IBKR AI Integration gives your AI access to your authorized account data, global market access across 75,000+ stocks, options and ETFs, and monitoring tools such as watchlists and Price Alerts, combined with a professional execution platform when you're ready to trade.

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, such as 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. You can revoke access at any time through Client Portal.

Make sure you have an active Interactive Brokers account. Open your AI platform of choice (Claude, ChatGPT, Grok, or Perplexity) 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.

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

IBKR AI Integration supports ChatGPT, Claude, Grok and Perplexity, along with any other AI tool that supports Model Context Protocol, such as Claude Code, ChatGPT Codex and Cursor. Gemini support is coming soon.

IBKR does not charge an additional fee to connect a supported AI application. Any subscription fees charged by your AI provider, and standard IBKR account, market data and trading charges, may still apply.

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

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

With standard AI Integration, no. ChatGPT, Claude, Grok, and Perplexity support analysis and research workflows and can generate trade instructions, but you review and submit every order yourself. Eligible clients can add IBKR Autonomous Trading, which allows supported AI to execute trades automatically based on criteria you set, within a dedicated AI Partition.

IBKR Autonomous Trading lets eligible clients authorize supported AI, connected through MCP, to execute supported trades based on criteria they set, within a dedicated AI Partition, without confirming each order individually.

An AI Partition is a dedicated account partition under one parent General Investment Account. It limits the cash, products and trading authority available to connected AI, so Autonomous Trading activity is contained to funds and permissions you assign.

An AI Partition is funded with cash transferred from its parent IBKR account. Funding limits apply, and position transfers into the partition are not supported.

IBKR Autonomous Trading supports eligible stocks and equity options with Market, Limit, Stop and Stop-Limit order types using Day Time-in-Force, subject to account permissions and fixed product restrictions. Margin trading, short selling, fractional shares, penny stocks, CLPs and Canadian stocks are not supported.

You can revoke the connection at any time through Manage Third-Party Consents in Client Portal. Revoking access does not automatically cancel pending or partially filled orders.

IBKR Autonomous Trading is planned for eligible clients of Interactive Brokers LLC, Interactive Brokers Australia, Interactive Brokers Ireland and Interactive Brokers Singapore. Availability is subject to applicable account, regulatory and product requirements.

AI Integration is valuable for active traders, long-term investors, quantitative users, and analysts managing large datasets and complex strategies, particularly those building repeatable research and monitoring workflows. IBKR Autonomous Trading is intended for eligible clients who want to set defined criteria and let supported AI act within a controlled AI Partition.

Disclosures

AI Integration is not available in IN or JP.

IBKR Autonomous Trading is not available in all regions. Availability is subject to applicable account, regulatory and product requirements.

Please keep in mind that there are material risks to autonomous AI trading, described in Autonomous Trading Risk Disclosure, especially agents placing orders you did not intend or that are erroneous or out of line with your trading wishes. Although these risks can never be eliminated, IB's integration is designed to limit the types of products your AI provider can trade, slow the speed of the orders it submits and give you the ability to control how much of your account you let the AI trade. If you link an AI provider, including browser-based and similar agents, you are providing those AI agents with full control of your account, without any controls or limits.

Eligible clients may authorize a third-party AI platform to connect to their IBKR account. IBKR is not affiliated with, does not control or endorse, and does not review the output of any AI platform, and does not provide investment advice through them. AI can make errors and may submit unintended orders. You are responsible for all orders submitted by your account. Trading involves risk of loss, and for some products losses may exceed your investment. See Terms.

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.