{"id":244594,"date":"2026-06-18T16:05:01","date_gmt":"2026-06-18T20:05:01","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=244594"},"modified":"2026-06-23T10:20:45","modified_gmt":"2026-06-23T14:20:45","slug":"talk-to-your-portfolio","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/ibkr-toolbox\/talk-to-your-portfolio\/","title":{"rendered":"Talk to Your Portfolio."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Since we launched ability to connect Claude and ChatGPT to clients\u2019 accounts, I have been playing around with its capabilities in Claude. It\u2019s fair to say that I\u2019m blown away by the responses I\u2019m 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"515\" height=\"286\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-57.png\" alt=\"\" class=\"wp-image-244595 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-57.png 515w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-57-300x167.png 300w\" data-sizes=\"(max-width: 515px) 100vw, 515px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 515px; aspect-ratio: 515\/286;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Source: Claude.ai<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let me show you a couple of examples of what I asked Claude.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"886\" height=\"442\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-63.png\" alt=\"\" class=\"wp-image-244823 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-63.png 886w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-63-700x349.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-63-300x150.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-63-768x383.png 768w\" data-sizes=\"(max-width: 886px) 100vw, 886px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 886px; aspect-ratio: 886\/442;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Source: Claude.ai<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"624\" height=\"312\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-56.png\" alt=\"\" class=\"wp-image-244597 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-56.png 624w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-56-300x150.png 300w\" data-sizes=\"(max-width: 624px) 100vw, 624px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 624px; aspect-ratio: 624\/312;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Source: Claude.ai<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Several weeks ago, I bought $10,000 worth of shares in Meta. Not a number of shares but using Interactive Broker\u2019s 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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"624\" height=\"155\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-59.png\" alt=\"\" class=\"wp-image-244599 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-59.png 624w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-59-300x75.png 300w\" data-sizes=\"(max-width: 624px) 100vw, 624px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 624px; aspect-ratio: 624\/155;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Source: Claude.ai<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not only did Claude calculate the number of additional investments I\u2019d need to make but it also figured out the incremental change to my interest burden since I\u2019m using a portfolio margin account to buy stock.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"624\" height=\"306\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-58.png\" alt=\"\" class=\"wp-image-244598 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-58.png 624w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2026\/06\/image-58-300x147.png 300w\" data-sizes=\"(max-width: 624px) 100vw, 624px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 624px; aspect-ratio: 624\/306;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Source: Claude.ai<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I haven\u2019t 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\u2019s 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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&amp;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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If only I had listened!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Since we launched ability to connect Claude and ChatGPT to clients\u2019 accounts, I have been playing around with its capabilities in Claude. It\u2019s fair to say that I\u2019m blown away by the responses I\u2019m getting, which tend to prompt further questions on my part, which Claude is more than happy to develop.<\/p>\n","protected":false},"author":914,"featured_media":222192,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[18613,6,8,9,26,3,177],"tags":[],"contributors-categories":[13576],"class_list":["post-244594","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ibkr-toolbox","category-north-america","category-region","category-securities","category-text-articles","category-traders-insight","category-education","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 v28.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Talk to Your Portfolio. | Traders&#039; Insight<\/title>\n<meta name=\"description\" content=\"Since we launched ability to connect Claude and ChatGPT to clients\u2019 accounts, I have been playing around with its capabilities in Claude. 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