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Learn How AI Platforms Can Help You with Investing and Trading Research

Learn How AI Platforms Can Help You with Investing and Trading Research

Coming Up

Oct / 15 / 2026 - 12:00 pm - ET

Aaron Dunn
Wiresift

This one-hour webinar focuses on practical techniques for getting the most out of AI for financial and market research. Through a mix of lecture and recorded demonstrations, attendees will see how any AI platform, including ChatGPT, Claude, and Gemini, can be turned into a personalized research assistant.

Attendees will learn, and see first-hand, how carefully written instructions and context documents produce an assistant built around the user’s own goals, requirements, and repeatable tasks: one that works from live market data and can connect directly to an Interactive Brokers portfolio.

Attendees will learn:

  • How to set up a personalized AI research assistant, step by step, with no coding
  • How to create custom research tasks they can reuse
  • How to connect live market data and an Interactive Brokers portfolio

Attendees will receive:

  • A starter package that works in ChatGPT, Claude, or Gemini: the instructions, a watchlist template, and five ready-made research tasks

Disclosure: Interactive Brokers Third Party

Information posted on IBKR Campus that is provided by third-parties does NOT constitute a recommendation that you should contract for the services of that third party. Third-party participants who contribute to IBKR Campus are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Wiresift and is being posted with its permission. The views expressed in this material are solely those of the author and/or Wiresift and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. 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.

Disclosure: Multi-Format AI

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.

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