Interactive Brokers’ IBKR InvestMentor it harnessing the power of AI to improve its investor clients’ performance. InvestMentor is a free education app that turns spare minutes into structured investing lessons. The microlearning tool targets newer investors who want to invest but feel overwhelmed by jargon, market noise and the fear of making a mistake.
What does the IBKR InvestMentor app do?
InvestMentor is an education-only app, not a trading platform, and it does not provide investment advice or stock tips.
Developed by Interactive Brokers’ Interactive Academy subsidiary, it delivers short lessons on core topics such as stocks, bonds, diversification, options and basic economic ideas in plain language.
Lessons are organised into guided learning paths and reinforced with quizzes, so users can see how their knowledge builds over time. A glossary and “term of the day” feature help demystify jargon, while push notifications flag concise explainers that connect major news events back to concepts covered in the app – something the team says is driving daily repeat use.
The app is available free on iOS and is being rolled out on Android via the major app stores, and users do not need an IBKR brokerage account to access it.
How IBKR is using AI to empower investors
A key differentiator for InvestMentor is its built-in AI tutor. Users can ask natural-language questions about anything from “what is a bond?” to ideas like dollar-cost averaging and get an instant answer focused purely on finance. The AI is designed to complement the curriculum, not replace it, by giving learners quick clarifications without forcing them to leave the lesson flow.
Economist James Yendrey notes on IBKR’s Cents of Security podcast that many users lean on the AI mainly to decode acronyms and abbreviations so they can keep moving rather than getting stuck on jargon.
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The AI sits alongside the content as a private, judgement-free helper, aimed at lowering cognitive and emotional barriers to getting started, rather than generating stock picks.
Who should use it?
InvestMentor is aimed at anyone who has thought “I would like to invest but I do not know where to start,” says product lead Gergely Marton.
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That includes students and young professionals putting aside their first surplus cash, as well as older adults who never had formal financial education but now want to understand markets properly.
Because there is no trading and no minimum investment, the app suits cautious beginners who want to build confidence before opening a brokerage account, along with existing IBKR clients who want to refresh their understanding of risk, diversification and investor behaviour. Yendrey stresses that the goal is not to mint day traders, but to help people build consistent habits so that, in his words, “time in the market will always beat out timing the market.”
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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.
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