- Solve real problems with our hands-on interface
- Progress from basic puts and calls to advanced strategies
Interactive Options Course
Posted June 8, 2026 at 1:13 pm
If you’ve been curious about using AI with your trading workflow, Interactive Brokers just made it a lot easier. There’s no coding, no API setup, and no extra accounts required. Instead, Interactive Broker’s clients can now connect directly to Claude AI and ChatGPT through a certified connector—and be up and running in minutes.
Here’s how it works.
The integration is built directly into Claude’s and ChatGPT’s certified connector marketplace.
Claude
ChatGPT
That’s it. There’s no need to generate API keys, install software, or fund a separate account. The entire setup is designed to be fast and familiar—more like linking a financial app than building a trading system.
Once connected, Claude and ChatGPT can securely access your Interactive Broker’s account data through the same infrastructure behind IBKR’s APIs—but without exposing your credentials.
In practice, that means you can ask questions like:
Claude and ChatGPT pull in real account data—positions, balances, trade history, margin, and market data—and returns answers in plain English.
Beyond analysis, Claude and ChatGPT can also help you take the next step—turning insights into potential trades.
For example, you might ask:
Claude and ChatGPT can generate structured trade instructions based on your request, using your account data as context.
One of the most important design features here is control.
Claude and ChatGPT do not place trades directly. Instead:
This “human-in-the-middle” approach ensures that the investor stays in charge of every decision, while still benefiting from AI-driven analysis and suggestions.
What You Can Do Today
At launch, the integration supports:
But the bigger story is the workflow shift. You’re no longer navigating menus or exporting data—you’re interacting with your portfolio conversationally, asking questions and refining ideas in real time.
For many traders, the hardest part of using AI has been the setup. That hurdle is now largely gone.
By embedding Interactive Brokers directly into Claude and ChatGPT through a secure connector, the process becomes simple: connect, ask, analyze, and decide. No code required.
As always, AI is best used as a tool—not a replacement. But when paired with the investor’s own judgment, it can be a powerful way to surface insights, test ideas, and streamline their trading workflow.
Join us for a webinar July 8th on this exciting new integration. AI-Powered Portfolio Insights: Connecting Claude to IBKR
New to Interactive Brokers?
Open AccountAlready an Interactive Brokers Client?
Request Trading PermissionThe analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.
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.
Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The order types available through Interactive Brokers LLC's trading platforms are designed to help you limit your loss and/or lock in a profit. Market conditions and other factors may affect execution. In general, orders guarantee a fill or guarantee a price, but not both. In extreme market conditions, an order may either be executed at a different price than anticipated or may not be filled in the marketplace.
For specific platform feedback and suggestions, please submit it directly to our team using these instructions.
If you have an account-specific question or concern, please reach out to Client Services.
We encourage you to look through our FAQs before posting. Your question may already be covered!
Related Articles
I want auto trading setup when my indicator SuperTrend says to buy, my account will buy and when SuperTrend says to sell, it sells. Also it should be within time frame and stop loss and profit take limit.
Same
Claude and ChatGPT do not place trades directly. Instead: Trade instructions appear in the AI Instructions tab within the trading platform The investor reviews, edits in the order entry area, or discards them Only approved instructions are submitted as live orders
Kalpesh, if you can define EXACTLY how your supertrend works such as what indicators ( EMA/ SMA/ RSI/VOL ) etc. combination is for buy and sell and what is your SL target and TP, I believe I can make it.
Will it work on a Chromebook
When will you add options and a Gemini connector?
Yes, Gemini please
Hello, thank you for reaching out. IBKR plans to roll out Gemini, but has no ETA at this time. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=1437187133
We hope this helps!
Hello Jack, thank you for reaching out. IBKR has now added additional asset classes including options. IBKR hopes to roll out Gemini, but has no ETA at this time. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=1437187133
We hope this helps!
Extremely dangerous. Something extremely difficult and very much experience demanding like trading and investing is presented as simple…by AI.
I am placing orders this way. I built with Claude a Python / Django application (I must say I don’t know Python). And there, I can automate anything
Agree with Jack. Need connector for Gemini and options support ? None of the AIs can analyze my portfolio if they don’t understand options and the Greeks
Hello Giacomo, thank you for reaching out. IBKR has added additional asset classes including options! You can review the Press Release here: https://www.interactivebrokers.com/en/general/about/mediaRelations/6-22-26.php
Also, IBKR plans to add Gemini! Please review this FAQ for more information on this tool: https://www.interactivebrokers.com/faq?id=1437187133
I use Gemini Pro, so I also would like Gemini integration as well.
Hello, thank you for reaching out. IBKR plans to roll out Gemini, but has no ETA at this time. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=1437187133
We hope this helps!
When will you guys add Gemini connector ?
Hello, thank you for reaching out. IBKR plans to roll out Gemini, but has no ETA at this time. Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=1437187133
We hope this helps!
Does it support Options? If not now, when? Thanks for any insights on this.
thank you IB– this will save hours of work in tracking performance of positions.
when will it be possible to use it for multiple accounts?
You say ‘Click on the Customize icon in Claude Click on “Connect your apps” … I have looked everywhere I can, where the blank is the ‘customize icon’ in claude ??? Or give us a link. Don’t just make that statement and not tell us how to find it or where it is.
Excelente información, creo que siempre necesitamos estar aprendiendo y avanzar en nuestro proyecto, muchas gracias y pienso que todo lo que sucede, conviene.
Muchas gracias
De nada, Angela!
IBKR will only connect to one AI at the time???. So it is either Claude or Chatgtp
Hi Serge, thank you for reaching out. Only one AI platform may be connected to a given IBKR account at a time. If you authorize a new AI platform for that account, the previous connection is automatically disconnected. For more information, please review this FAQ: https://www.interactivebrokers.com/faq?id=1437187133
I built my AI advisor with copilot and it tells me how to balance what to trim or buy. I also ask entry prices and so on. I have to update my portfolio manually using Excel. The connector is an excellent feature. I hope Copilot is included soon.
Hello Jorge, thank you for your feedback. We have passed it to the appropriate team.
Reduced my daily routine from hours to minutes. Very helpful! Please support option data ASAP. Thank you!
Hello, thank you for reaching out. IBKR has added additional asset classes including options. You can learn more here:
https://www.interactivebrokers.com/en/general/about/mediaRelations/6-22-26.php
We hope this helps!
Hello, thank you for reaching out. IBKR has added additional asset classes, including options! We are happy to hear you are enjoying the integration.
I used to ask for advice to AI for risk assessment or to buy protection for some of my Volatile stocks, calculate beta etc. But I had to type in all my stocks.This will be so much easier now that I can connect my portfolio directly to AI!
I just do not trust this AI connectivity with my account. I have seen too many fraudulent action and am afraid that my account will just be cleared.
Is it possible to exclusively provide access to a paper trading account?
Hi Alex, thank you for asking. No, it is not possible to exclusively provide access to a paper trading account. The account list only shows accounts you have permission to trade on. Closed, unfunded, inactive, abandoned, or rejected accounts are excluded, as are accounts where you have reporting access only (no trading rights). Please review this FAQ for more information: https://www.interactivebrokers.com/faq?id=1437187133
We hope this helps answer your question.
I am concerned about the security aspect of it especially that claude as example already have chrome extention that can carry out click on user behalf. Same for installing and running scripts on PC or Mac some of which are used for differnt projects by developers. My question is what the checks that IBKR to protect investors that connect to these agents. Thanks
Hi, thank you for reaching out Sam. Please view this FAQ, specifically underneath the Security & Privacy section: https://www.interactivebrokers.com/faq?id=1437187133
We hope this information is helpful!
when will be possible to connect multiple accounts?
Please include an option to connect a locally run LLM via a service such as Ollama by exposing MCP servers directly. The feature interests me but I am not comfortable sharing sensitive data about my portfolio with 3rd party AI companies.
Any option to connect with perplexity?
In Canada, how is this protected from Bills C-2 and C-22?
Will there be a connection for Copilot (normal paid version and Copilot professional version, I have both in the future. I am not sure if I want to add Chat GPTm Grok or Claude at this point
Where’s the code? Post the code you wusses.
Grok seems to be struggling a bit. It’s not seeing the same option prices I am seeing on IBKR. Also the option order it generated and sent never showed up on my AI instructions tab.