Interactive Brokers (NASDAQ: IBKR) has unveiled Ask IBKR, a new AI-powered assistant designed to help investors instantly analyze their portfolios using simple, natural language questions.
The feature, now available on IBKR Desktop, Client Portal, and Advisor Portal, allows clients to interact directly with their portfolio data without navigating through multiple screens. Users can ask questions such as “Which sectors am I underweight compared to the S&P 500?” and receive immediate, visualized responses.
“With Ask IBKR, we’re introducing a natural language-based way for investors to interact with their portfolio data,” said Milan Galik, CEO of Interactive Brokers. “Clients can now get complex analytics and insights in seconds, freeing them to focus more on investment strategy and decision-making.”
Ask IBKR is built as an intelligent extension of Interactive Brokers’ PortfolioAnalyst platform — the broker’s comprehensive, free portfolio management tool. It can handle queries across key categories, including portfolio performance, sector allocation, holdings analysis, and account activity. Users can compare returns to benchmarks, explore valuation changes over time, and even review dividend income or cash flows with a single query.
Unlike many generative AI applications, Interactive Brokers says Ask IBKR uses proprietary methods to minimize uncertainty and ensure accuracy. It also includes features such as smart query suggestions and dropdown menus to refine results by benchmark, timeframe, or account.
Future updates will expand the tool’s functionality to include fundamentals data, corporate actions, tax lot details, and statement reporting.
With Ask IBKR, Interactive Brokers continues to enhance its reputation as one of the most technologically advanced global brokers, giving investors faster, smarter ways to understand and manage their portfolios.
Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as The Sunday Times, BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
To contact Richard, please ask a question in our financial discussion forum.
