Interactive Brokers has launched Ask IBKR, an artificial intelligence-driven assistant designed to provide clients with instant insights into their portfolios through natural language queries.
The US-based electronic broker said the new tool allows investors to interrogate their holdings and performance metrics by typing plain-English questions rather than navigating multiple data screens.
“With Ask IBKR, we’re introducing a natural language-based way for investors to interact with their portfolio data,” said Milan Galik, chief executive of Interactive Brokers. “Instead of navigating across screens, clients can simply ask, ‘What sector am I underweight compared to the S&P 500?’ and get an instant, visualised answer.”
The feature is available to individual investors through Interactive Brokers’ Client Portal, to financial advisers in the Advisor Portal, and on the IBKR Desktop trading platform. The company plans to extend access to other platforms in the coming months.
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Data at a question’s reach
Ask IBKR builds on PortfolioAnalyst, the broker’s free portfolio management and reporting platform. The new tool uses natural language processing to interpret user questions and return data-driven responses, complete with visual analytics.
Investors can query their portfolios across several categories. These include performance metrics such as benchmark comparisons and valuation changes, allocation analysis covering sector and asset-class exposures, and holdings exploration, allowing users to identify top positions or dividend-paying securities.
A further category, activity tracking, enables investors to review trade history, interest payments, fees, and cash flows.
Interactive Brokers said it intends to expand Ask IBKR’s functionality to include company fundamentals, account statements, corporate actions, tax lot details, and more comprehensive reporting. The aim is to give investors faster, more intuitive access to the extensive data the broker already provides, without the need for complex manual searches.
Interactive Brokers’ cautious use of AI
While many financial institutions have begun experimenting with generative AI, Interactive Brokers said Ask IBKR uses proprietary methods designed to minimise the risk of inaccurate or speculative responses. The system also features “intelligent question completion”, which suggests queries as users type, and dropdown menus allowing clients to define benchmarks, timeframes and specific accounts.
The launch comes amid growing interest in applying artificial intelligence to wealth management and brokerage services, as firms seek to streamline client experience and differentiate their digital offerings. For Interactive Brokers, which already positions itself as a technology-driven platform, Ask IBKR represents another step in automating portfolio analysis for both retail and professional users.
If successful, the tool could further blur the line between traditional investment analytics and conversational AI — offering investors not just more data, but faster, more meaningful ways to interpret it.
