Interactive Brokers links Claude AI for account-linked trading

Interactive Brokers has launched agentic trading through a direct integration with Anthropic’s Claude, enabling clients to link their existing IBKR accounts to receive AI-generated portfolio analysis and trade instructions. The Claude connector is available now through the AI platform’s certified connector marketplace.

Clients can set up the connection with their regular IBKR login in a few minutes. There is no additional fee and no requirement to open or fund a separate brokerage account. The integration uses the same IBKR application programming interfaces that many active users and third-party developers use for trading and account access.

Connected AI agents can read account positions, open orders, trade history, margin details and market data. When the system generates trade instructions, those instructions appear in an AI Instructions tab on the Orders and Trades page across IBKR platforms. Clients must review and approve any instructions before orders are submitted to the market.

Interactive Brokers implemented an enterprise-level integration model in which no API keys or passwords are shared with the AI provider and no authentication credentials are stored on the client’s computer. At launch the integration supports equities and exchange-traded funds and can generate market and limit order instructions. Additional asset classes are expected to be added within a week.

Integrations with ChatGPT, Gemini and Grok are undergoing IBKR’s certification process and are expected to be available to clients soon.

The company provided examples of queries clients can make with a connected agent, including calculating what percentage of a portfolio is in technology stocks, identifying positions with the largest unrealized gains or losses, computing the dollar amount required to reduce tech exposure from 18% to a 10% target weight, and generating instructions to rebalance sector exposure such as bringing healthcare to a specified percentage.

Claude’s connector is intended to complement IBKR’s existing AI features that run inside its platforms, including AI Screeners for ranked stock lists from natural-language descriptions, Investment Themes that link companies and trends to a theme, Connections that surface related securities and derivatives for a stock, Ask IBKR for portfolio questions grounded in account data, and AI News Summaries that highlight market news relevant to a client’s holdings and watch lists.

Interactive Brokers said the integration uses the same programmatic endpoints available to third-party developers and active traders and is designed so automated analysis is combined with a human approval step before any trade is sent to the market. Milan Galik, IBKR’s chief executive officer, commented: “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.”