{"id":238666,"date":"2026-02-04T12:15:00","date_gmt":"2026-02-04T17:15:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=238666"},"modified":"2026-02-05T04:06:49","modified_gmt":"2026-02-05T09:06:49","slug":"ibkr-toolbox-using-ask-ibkr-in-desktop","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/technical-analysis\/ibkr-toolbox-using-ask-ibkr-in-desktop\/","title":{"rendered":"IBKR Toolbox:\u00a0Using Ask IBKR in Desktop\u00a0"},"content":{"rendered":"\n<p>The way investors interact with their portfolios is undergoing a revolutionary transformation.&nbsp; 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&amp;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.<\/p>\n\n\n\n<p>Ask IBKR supports comprehensive portfolio queries across five key areas. <strong>Portfolio Metrics<\/strong> analyze performance versus benchmarks, identify valuation trends, and track outperformance streaks. <strong>Allocation Analysis<\/strong> helps review sector weights, cross-sector returns, and instrument types. <strong>Holdings Exploration<\/strong> uncovers dividend payers, country exposures, and top positions. <strong>Activity Tracking<\/strong> monitors interest and fees, trading activity, and cash flows. Finally, <strong>Performance Attribution<\/strong> shows how sectors contribute to returns versus indices like the S&amp;P 500. The investor can also compare performance across multiple accounts, find which securities performed the best, with more features to come.<\/p>\n\n\n\n<p>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\u2014so 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.<\/p>\n\n\n\n<p>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\u2014user feedback actively guides which questions are supported next, ensuring the tool becomes increasingly valuable over time.<\/p>\n\n\n\n<p>Accessing Ask IBKR in IBKR Desktop is simple and can be done in two ways. First, navigate to the <strong>Sitemap<\/strong> and under the <strong>Research<\/strong> section, select <strong>Ask IBKR<\/strong>. The tool will <a>open as<\/a> a new window on the screen with a clean, intuitive interface.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"707\" height=\"722\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-21.png\" alt=\"\" class=\"wp-image-238712 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-21.png 707w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-21-700x715.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-21-300x306.png 300w\" data-sizes=\"(max-width: 707px) 100vw, 707px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 707px; aspect-ratio: 707\/722;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Desktop<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"562\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-1100x562.png\" alt=\"\" class=\"wp-image-238714 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-1100x562.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-700x358.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-300x153.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-768x393.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23-1536x785.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-23.png 1559w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/562;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Desktop<\/p>\n\n\n\n<p>Alternatively, Ask IBKR can be accessed from any screen by clicking the <strong>Search bar<\/strong> in the top left corner. The Ask IBKR section appears instantly with populated questions, allowing the investor to get insights without interrupting their workflow.<\/p>\n\n\n\n<p>Let&#8217;s walk through a practical example. Suppose the investor wants to understand how your portfolio performed last month. &nbsp;They type <strong>&#8220;How did my portfolio perform last month?&#8221;<\/strong> into the search bar. As they type, Ask IBKR offers intelligent suggestions and auto-completes parameters to accelerate the query.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"547\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-1100x547.png\" alt=\"\" class=\"wp-image-238715 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-1100x547.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-700x348.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-300x149.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-768x382.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24-1536x764.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-24.png 1562w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/547;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Desktop<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"650\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-1100x650.png\" alt=\"\" class=\"wp-image-238716 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-1100x650.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-700x414.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-300x177.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-768x454.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25-1536x908.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-25.png 1560w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/650;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Desktop<\/p>\n\n\n\n<p>Once the question is submitted, Ask IBKR generates an interactive graph displaying the portfolio&#8217;s performance compared to the selected benchmark across the entire month.<\/p>\n\n\n\n<p>&nbsp;The investor can hover their cursor over any point on the graph to view exact performance figures for specific days, allowing them to correlate performance with market events or trading activity. Below the chart, detailed tables provide additional portfolio performance data, giving both the big picture and granular details needed for thorough analysis.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"576\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-1100x576.png\" alt=\"\" class=\"wp-image-238713 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-1100x576.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-700x367.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-300x157.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-768x402.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22-1536x804.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-22.png 1560w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/576;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Desktop<\/p>\n\n\n\n<p>This seamless experience\u2014from question to actionable insight in seconds\u2014represents the future of portfolio management. Stop searching through endless screens and reports and start asking questions that lead to smarter investing with Ask IBKR.<\/p>\n\n\n\n<p>For more information on Ask IBKR please see the Traders\u2019 Academy <a href=\"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/ask-ibkr-ibkr-desktop\/\">video lesson<\/a>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The way investors interact with their portfolios is undergoing a revolutionary transformation.\u00a0\u00a0Ask IBKR, a breakthrough AI-powered tool that\u00a0eliminates\u00a0the traditional barriers between questions and answers.<\/p>\n","protected":false},"author":914,"featured_media":238732,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"footnotes":""},"categories":[18613,6,8,9,23,26,3],"tags":[],"contributors-categories":[13576],"class_list":{"0":"post-238666","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ibkr-toolbox","8":"category-north-america","9":"category-region","10":"category-securities","11":"category-technical-analysis","12":"category-text-articles","13":"category-traders-insight","14":"contributors-categories-interactive-brokers"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>IBKR Toolbox:\u00a0Using Ask IBKR in Desktop\u00a0<\/title>\n<meta name=\"description\" content=\"The way investors interact with their portfolios is undergoing a revolutionary transformation.\u00a0\u00a0Ask IBKR, a breakthrough AI-powered tool...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.interactivebrokers.com\/campus\/wp-json\/wp\/v2\/posts\/238666\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IBKR Toolbox:\u00a0Using Ask IBKR in Desktop\u00a0 | IBKR Campus US\" \/>\n<meta property=\"og:description\" content=\"The way investors interact with their portfolios is undergoing a revolutionary transformation.\u00a0\u00a0Ask IBKR, a breakthrough AI-powered tool that\u00a0eliminates\u00a0the traditional barriers between questions and answers.\" \/>\n<meta property=\"og:url\" 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