GREENWICH, CONN. -- Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, announced the launch of Ask IBKR, an AI-powered tool that delivers instant portfolio insights through natural language queries.

“With Ask IBKR, we’re introducing a natural language-based way for investors to interact with their portfolio data,” said Milan Galik, Chief Executive Officer at Interactive Brokers. “Instead of navigating across screens, clients can simply ask, ‘What sector am I underweight compared to the S&P 500?’ and get an instant, visualized answer.”

Categories of queries include:

· Portfolio Metrics: Compare performance against benchmarks, identify valuation changes over time, and highlight periods of outperformance or underperformance
· Allocation Analysis: Analyze sector exposure, compare returns across asset classes, and assess performance by instrument type
· Holdings Exploration: Identify top positions, review geographic allocations, and locate dividend-paying securities
· Activity Tracking: Review trade history, monitor interest and fees, and analyze cash inflows and outflows

Originating as a chatbot extension of PortfolioAnalyst, Interactive Brokers’ comprehensive and free portfolio management solution, Ask IBKR will be expanding its capabilities into new realms such as fundamentals data, statements and reporting, corporate actions, tax lot details, and more. The intent is for users to access the wealth of data IBKR offers more intuitively and naturally while saving time that would otherwise be spent searching through screens.

While Ask IBKR is AI-powered, it uses proprietary techniques to avoid uncertainty often associated with generative AI applications. Additional features include intelligent question completion, which suggests relevant queries as users type. Dropdown menus also allow clients to select parameters such as benchmarks, timeframes, and accounts.

Ask IBKR is currently available to individual clients in Client Portal, financial advisors in the Advisor Portal, and all clients on IBKR Desktop, with future platforms being integrated over the coming months.