Interactive Brokers (Nasdaq: IBKR), a global broker for automated trading, today announced the launch of agentic trading through a direct integration with Claude, one of the world's leading AI platforms. The integration is available via the AI platform's certified connector marketplace, allowing customers to manage their accounts and access over 170 global markets.
"Interactive Brokers has used technology for over four decades to help investors make more informed decisions and interact with markets more efficiently," said Milan Galik, Chief Executive Officer of Interactive Brokers. "Investors are increasingly using artificial intelligence to research markets, analyze information, and develop ideas. We believe the next logical step is to give customers the ability to securely connect AI tools directly with their brokerage accounts, whether they want a simple conversational interface, a more detailed portfolio analysis, or the ability to develop and execute sophisticated trading strategies."
Customers can link their existing IBKR account with their IBKR login credentials via the Claude-certified connector marketplace in just a few minutes. Setup is straightforward: no additional costs, and no need to open or fund a separate brokerage account. The integration uses the same APIs on which many active IBKR users have built their own trading processes. All API functions are now available to AI chatbots and customer support, including positions, open orders, trade history, margin information, and market data. IBKR has chosen an enterprise-level integration where no API keys or passwords are shared with the AI provider and no login credentials are stored on the customer's computer—an approach that offers greater security than traditional configurations.
Customers can ask the AI questions about their portfolio and markets in natural language and receive analyses based on their own account data. They can also generate trading instructions based on these analyses. Following the "human-in-the-middle" concept, the instructions are displayed on all IBKR platforms on the Orders and Trades page under a special tab for AI instructions, where the customer can review and approve their submission as orders to the market.
Initially, the integration generates trading orders for stocks and ETFs and supports market and limit orders; additional asset classes are expected to follow within a week. The Claude integration is available now. Integrations with ChatGPT, Gemini, and Grok are currently undergoing certification on their respective platforms and are expected to be available to IBKR customers shortly.
What customers can ask
Examples of the types of questions the integration will initially handle:
- 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?
- Technology stocks account for 18% of my portfolio. What would be required to reduce their target allocation to 10, and how much cash would be needed?
- I am underweight in the healthcare sector. What would be needed to increase that sector's share in my portfolio to 15?
IBKR's full range of AI tools
The Claude integration complements IBKR's existing AI-powered tools available directly on IBKR platforms:
- AI Screener: Describe in natural language what you are looking for, for example, "small-cap tech stocks with strong cash flow," and receive a relevance-sorted list from over 70,000 stocks worldwide.
- Investment Themes: Search for a theme like "clean energy" or "cloud computing" and explore related companies, industries, and trends.
- Connections: Enter any stock and discover related companies, sector ETFs, derivatives, thematic data, and futures contracts all in one view.
- Ask IBKR: Ask questions about your portfolio in natural language, for example, "How exposed am I to the technology sector?" and receive answers based on your own account data.
- AI News Summaries: Receive concise summaries of market news tailored to the stocks and sectors in your portfolio and watchlists, making it easy to find the most relevant news for your investments and automatically highlighting important articles.
For more information on IBKR's AI integration, please visit:
- USA and countries served by IB LLC: AI Integration
- Canada: AI Integration
- UK: AI Integration
- Europe: AI Integration
- Hong Kong: AI Integration
- Singapore: AI Integration
- Australia: AI Integration
To provide feedback on IBKR platforms, tools, and services, please contact: feedback@ibkr.com
The best-informed investors choose Interactive Brokers.
About Interactive Brokers Group, Inc.:
Interactive Brokers Group, Inc. (NASDAQ: IBKR) is listed on the S&P 500. The company's subsidiaries offer customers worldwide automated trade execution and custody of securities, commodities, and foreign exchange, as well as prediction markets, on over 170 markets in numerous countries and currencies, all from a single unified platform. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. With over four decades of specialization in technology and automation, we provide our customers with a uniquely sophisticated platform to manage their investment portfolios. We strive to offer our customers favorable execution prices and tools for trading, risk and portfolio management, research facilities, and investment products at low or no cost so they can achieve superior returns. Interactive Brokers has consistently established itself as one of the leading brokers and has received numerous awards and recognitions from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others.
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