{"id":238680,"date":"2026-02-05T10:00:00","date_gmt":"2026-02-05T15:00:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=238680"},"modified":"2026-02-05T11:41:24","modified_gmt":"2026-02-05T16:41:24","slug":"ibkr-toolbox-using-ask-ibkr-in-client-portal","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/ibkr-toolbox\/ibkr-toolbox-using-ask-ibkr-in-client-portal\/","title":{"rendered":"IBKR Toolbox:\u00a0\u00a0Using Ask IBKR in Client Portal"},"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>To access Ask IBKR in the Client Portal the investor clicks on the gradient circle icon in the upper right corner of the screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"264\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26-1100x264.png\" alt=\"\" class=\"wp-image-238718 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26-1100x264.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26-700x168.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26-300x72.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26-768x184.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-26.png 1342w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/264;\" \/><\/figure>\n\n\n\n<p><a>Source: IBKR Client Portal<\/a><\/p>\n\n\n\n<p>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.<\/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-28-1100x650.png\" alt=\"\" class=\"wp-image-238719 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28-1100x650.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28-700x414.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28-300x177.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28-768x454.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28-1536x908.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-28.png 1561w\" 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 Client Portal<\/p>\n\n\n\n<p>Let&#8217;s walk through a practical example. Suppose the investor wants to understand how much interest their portfolio earned last year.&nbsp; They type <strong>&#8220;How much interest did my portfolio earn last year?&#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=\"567\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-1100x567.png\" alt=\"\" class=\"wp-image-238721 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-1100x567.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-700x361.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-300x155.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-768x396.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27-1536x792.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-27.png 1561w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/567;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Client Portal<\/p>\n\n\n\n<p>Click on the question to submit and Ask IBKR will calculate the interest earned as well as recommend follow up questions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1100\" height=\"661\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-1100x661.png\" alt=\"\" class=\"wp-image-238720 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-1100x661.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-700x421.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-300x180.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-768x462.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29-1536x924.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/02\/image-29.png 1560w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/661;\" \/><\/figure>\n\n\n\n<p>Source: IBKR Client Portal<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>For more information on the Ask IBKR please see the Traders\u2019 Academy <a href=\"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/ask-ibkr-client-portal\/\">Ask IBKR video.&nbsp;<\/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.  Ask IBKR, a breakthrough AI-powered tool that eliminates the traditional barriers between questions and answers. <\/p>\n","protected":false},"author":914,"featured_media":238436,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[18613,26,3],"tags":[],"contributors-categories":[13576],"class_list":{"0":"post-238680","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ibkr-toolbox","8":"category-text-articles","9":"category-traders-insight","10":"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:\u00a0\u00a0Using Ask IBKR in Client Portal<\/title>\n<meta name=\"description\" content=\"The way investors interact with their portfolios is undergoing a revolutionary transformation. 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Ask IBKR, a breakthrough AI-powered tool that eliminates the traditional barriers between questions and answers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/ibkr-toolbox-using-ask-ibkr-in-client-portal\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus US\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-05T15:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-05T16:41:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/01\/ask-ibkr-client-portal-thumbnail.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jeff Praissman\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta 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