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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
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The 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.
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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?
+1 one to this 🙂
Yes, Gemini please
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
I use Gemini Pro, so I also would like Gemini integration as well.
When will you guys add Gemini connector ?
I am old school and I click the button myself.
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 y
Muchas gracias
IBKR will only connect to one AI at the time???. So it is either Claude or Chatgtp
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.
Reduced my daily routine from hours to minutes. Very helpful! Please support option data ASAP. Thank you!
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!