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Interactive Options Course
Posted June 18, 2026 at 4:05 pm
Since we launched ability to connect Claude and ChatGPT to clients’ accounts, I have been playing around with its capabilities in Claude. It’s fair to say that I’m blown away by the responses I’m getting, which tend to prompt further questions on my part, which Claude is more than happy to develop. Once you have the Claude Connector set up, the screen defines the Tool Permissions for you. Clients can permit, prohibit or always allow Claude access to get account balances, retrieve orders, positions and account summary.
Source: Claude.ai
Let me show you a couple of examples of what I asked Claude.
Source: Claude.ai
And as far as handling currency conversion, Claude performed a web search to provide me with a great response. And finally, it also provided steps to take in Client Portal to enable the capability to trade Korean stocks.
Source: Claude.ai
Several weeks ago, I bought $10,000 worth of shares in Meta. Not a number of shares but using Interactive Broker’s fractional share capability, a dollar number. So, wondering what it would take to round this up to an even 100 shares to create a covered call I asked Claude the following question.
Source: Claude.ai
Not only did Claude calculate the number of additional investments I’d need to make but it also figured out the incremental change to my interest burden since I’m using a portfolio margin account to buy stock.
I asked Claude to offer technical support for the position in Meta. The response was well thought out and balanced, and despite the bullish chart and supporting material Claude offered these points to bear in mind.
Source: Claude.ai
I haven’t used Claude to send orders to my live account yet, but I spend a lot of time asking follow up requests to simple questions. It’s a little like a game of chess with Claude. Making one move provokes a response from the opponent, which in turn means you need to respond too.
One fascinating aspect I found was when I asked Claude how to hedge my exposure using ETFs. It scoured the three-stock portfolio and determined that my largest holding, despite being a financial fintech company was most highly correlated to the S&P 500 index and not the Nasdaq Composite. It then calculated an appropriate number of shares in a specific ETF to sell to fully hedge.
If only I had listened!
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.
This content may include AI-generated material provided for informational purposes only. It should not be considered an endorsement or investment advice Information may be incomplete or inaccurate and should be independently verified before making any decisions.
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.
Options involve risk and are not suitable for all investors. For information on the uses and risks of options, you can obtain a copy of the Options Clearing Corporation risk disclosure document titled Characteristics and Risks of Standardized Options by going to the following link ibkr.com/occ. Multiple leg strategies, including spreads, will incur multiple transaction costs.
Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. For additional information regarding margin loan rates, see ibkr.com/interest
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