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Posted February 5, 2026 at 10:00 am
The way investors interact with their portfolios is undergoing a revolutionary transformation. Ask IBKR, a breakthrough AI-powered tool that eliminates the traditional barriers between questions and answers. Instead of clicking through multiple dashboards, generating complex reports, or configuring endless filters, the investor simply asks questions in plain English and receive instant, data-driven answers. Whether the investor wants to compare performance to the S&P 500, analyze their sector exposure, or identify your top dividend payers, Ask IBKR delivers fast, actionable insights right from any screen inside the platform.
Ask IBKR supports comprehensive portfolio queries across five key areas. Portfolio Metrics analyze performance versus benchmarks, identify valuation trends, and track outperformance streaks. Allocation Analysis helps review sector weights, cross-sector returns, and instrument types. Holdings Exploration uncovers dividend payers, country exposures, and top positions. Activity Tracking monitors interest and fees, trading activity, and cash flows. Finally, Performance Attribution shows how sectors contribute to returns versus indices like the S&P 500. The investor can also compare performance across multiple accounts, find which securities performed the best, with more features to come.
What sets Ask IBKR apart is its intelligence. As the investor types, the tool offers intelligent query suggestions and auto-completes key parameters like benchmarks, timeframes, and account selection—so the investor can ask smarter questions, faster. This intelligent assistance helps the investor discover analytical possibilities they might not have considered, transforming Ask IBKR from a tool that answers known questions into one that inspires new lines of inquiry.
The platform is designed to analyze the account over flexible timeframes like MTD, YTD, 1M, and 1Y. Ask IBKR also evolves with the investor needs—user feedback actively guides which questions are supported next, ensuring the tool becomes increasingly valuable over time.
To access Ask IBKR in the Client Portal the investor clicks on the gradient circle icon in the upper right corner of the screen.
The Ask IBKR window will populate on your screen. On the left side, there are categories to choose from. The center of the screen displays prepopulated portfolio insight questions for quick access, while a search bar above allows the investor to type custom queries.
Source: IBKR Client Portal
Let’s walk through a practical example. Suppose the investor wants to understand how much interest their portfolio earned last year. They type “How much interest did my portfolio earn last year?” into the search bar. As they type, Ask IBKR offers intelligent suggestions and auto-completes parameters to accelerate the query.
Source: IBKR Client Portal
Click on the question to submit and Ask IBKR will calculate the interest earned as well as recommend follow up questions.
Source: IBKR Client Portal
This seamless experience, from question to actionable insight in seconds, represents the future of portfolio management. Stop searching through endless screens and reports and start asking questions that lead to smarter investing with Ask IBKR.
For more information on the Ask IBKR please see the Traders’ Academy Ask IBKR video.
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.
The Ask IBKR tool provides data-driven insights for investment portfolios but does not guarantee success; users should be aware of market risks, data accuracy limitations, and the need for personal responsibility in investment decisions, and should consult a qualified financial advisor as needed. IBKR does not provide financial advice or recommendations.
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