Interactive Brokers Unveils Ask IBKR AI Assistant to Transform Portfolio Analysis

Interactive Brokers (Nasdaq: IBKR) has launched Ask IBKR, an AI-powered natural language tool that allows investors to instantly access and analyze their portfolio data. By combining conversational search with deep portfolio intelligence, the new system provides clients with real-time insights on performance, allocation, and risk exposure—without manual data navigation.

The launch marks another major step in Interactive Brokers’ mission to integrate AI-driven functionality across its trading and analytics platforms. Ask IBKR enables users to query their holdings in plain language, turning complex data into concise, visualized answers. The feature is currently available in Client Portal, Advisor Portal, and IBKR Desktop, with additional platforms scheduled for rollout in the coming months.

“With Ask IBKR, we’re introducing a natural language-based way for investors to interact with their portfolio data,” said Milan Galik, Chief Executive Officer at 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, visualized answer.”

Takeaway

The Ask IBKR tool expands on Interactive Brokers’ PortfolioAnalyst platform, a comprehensive and free . It introduces a natural language interface that simplifies how clients evaluate metrics such as performance, asset allocation, and sector exposure. The system categorizes insights into several key query areas, including portfolio metrics, allocation analysis, holdings exploration, and activity tracking.

Through these functions, users can instantly compare portfolio performance against benchmarks, review sector weightings, identify top holdings, and even trace trade history. The AI’s visualized results allow investors to interpret data more effectively, improving both portfolio oversight and decision-making efficiency.

Interactive Brokers noted that Ask IBKR uses proprietary methods to ensure accuracy and consistency, reducing the uncertainty often associated with generative AI models. The system integrates intelligent question completion and dynamic suggestions to assist users explore new analysis pathways in seconds.

Takeaway

Ask IBKR’s AI capabilities are designed to evolve. While the initial rollout focuses on portfolio analytics, the company plans to extend the assistant’s reach into new data domains, including fundamentals, statements, corporate actions, and tax lot details. The objective is to enable clients to retrieve a complete financial picture through a single conversational interface.

This approach reflects Interactive Brokers’ broader push toward automation and data transparency across investment workflows. As the tool learns from user interactions, it becomes more capable of contextualizing portfolio dynamics—linking trading activity, asset performance, and risk positioning in real time.

For financial advisors and professional clients, Ask IBKR offers additional multi-account functionality, allowing comparisons and insights across managed portfolios. This capability represents a natural evolution of Interactive Brokers’ technology ecosystem, emphasizing scalability, speed, and precision.

Takeaway

Interactive Brokers’ AI initiative comes as investors increasingly demand quicker, more adaptive data tools to manage complex portfolios. The integration of conversational analytics reduces friction in client interaction, replacing static dashboards with dynamic, . For alike, this means more time focused on strategy—and less time searching through screens.

As the AI assistant matures, Interactive Brokers plans to expand its role within its multi-platform ecosystem, eventually , advisory, and reporting environments. The goal is to make Ask IBKR a central command layer for clients managing portfolios of any size or complexity.

With Ask IBKR, Interactive Brokers continues its legacy of technological innovation—introducing tools that empower investors to engage with their data more intelligently, naturally, and efficiently than ever before.

Takeaway