Interactive Brokers has become one of the first major online brokers to integrate agentic artificial intelligence directly into client portfolios, allowing investors to analyse holdings, generate trade instructions and manage their accounts through AI assistants such as Claude.
The US stockbroker says the move represents the next stage in the evolution of AI-powered investing, while retaining a crucial safeguard: clients remain in control of every trade.
The new integration, announced on 1 June, enables Interactive Brokers clients to securely connect their brokerage accounts to Claude through the AI platform’s certified connector marketplace. Once linked, investors can ask natural language questions about their portfolio, receive analysis based on their account data, and generate trading instructions that can later be reviewed and approved before execution.
According to Interactive Brokers CEO Milan Galik, the development is a natural progression for investors who are already using AI to research markets and identify opportunities.
“Investors are increasingly using artificial intelligence to research markets, analyse information and generate ideas,” Galik said. “We believe the next logical step is to allow clients to securely connect AI tools directly to their brokerage accounts.”
The broker stressed that AI cannot place trades automatically. Instead, any proposed transactions appear in a dedicated AI Instructions tab where clients must review and approve them before orders are submitted. Initially, the service supports equities and ETFs using market and limit orders, with additional asset classes expected shortly.
Investors can ask questions such as what percentage of their portfolio is invested in technology stocks, which holdings have the largest gains or losses, or how to rebalance sector allocations to reach target weightings.
The Claude integration builds on Interactive Brokers’ growing suite of AI tools, including AI-powered stock screeners, portfolio analysis tools, investment theme discovery and AI-generated news summaries. The broker also confirmed that integrations with ChatGPT, Gemini and Grok are currently undergoing certification and are expected to launch soon.
The announcement highlights the increasingly competitive race among brokers to embed AI into the investing experience, as firms look to combine conversational interfaces with real-time portfolio management while keeping human oversight at the centre of the decision-making process.
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.
