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Interactive Brokers’ Ask IBKR Allows Retail, Advisor Portfolio Queries in Natural Language

Wednesday, 15/10/2025 | 17:13 GMT by Tareq Sikder
  • Clients can review metrics by benchmarks, timeframes, and accounts via Client, Advisor, and Desktop portals.
  • Ask IBKR integrates with PortfolioAnalyst for access to fundamentals and tax details.
Interactive Brokers

Interactive Brokers, a global electronic broker, has launched Ask IBKR, an AI-powered tool that delivers instant portfolio insights through natural language queries.

The launch follows the company’s earlier partnership with Reflexivity to develop Investment Themes, a tool that converts market trends into trade ideas.

Portfolio Performance, Holdings, and Allocation Available

Ask IBKR lets users query portfolio metrics, including performance versus benchmarks, valuation changes, and allocation across sectors, asset classes, and instruments. It also allows review of top holdings, geographic exposure, dividends, trade history, fees, and cash flows.

Join IG, CMC, and Robinhood in London’s leading trading industry event!

“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,” he added.

Chatbot Provides Fundamentals, Statements, and Tax Details

The tool is a chatbot extension of PortfolioAnalyst, providing access to fundamentals, statements, corporate actions, and tax lot details. Proprietary AI reduces uncertainty, and features such as question completion and dropdown menus help users select benchmarks, timeframes, and accounts.

Ask IBKR is available to individual clients through Client Portal, to financial advisors via Advisor Portal, and to all clients on IBKR Desktop. The company plans to expand the tool to additional platforms in the coming months.

Brokers Expand Stock Research Tools for Client Access

Other brokers are also expanding stock research options. TradeStation recently integrated TipRanks’ tools for its clients, while Interactive Brokers already provides the same tools to its users.

CMC Invest, the share trading service of CMC Markets, has added TipRanks for its UK clients, following earlier availability in Australia and Singapore.

In addition, Interactive Brokers launched a microlearning mobile app, InvestMentor, which offers beginner investors short lessons on stocks, bonds, options, futures, and investment strategies.

Interactive Brokers, a global electronic broker, has launched Ask IBKR, an AI-powered tool that delivers instant portfolio insights through natural language queries.

The launch follows the company’s earlier partnership with Reflexivity to develop Investment Themes, a tool that converts market trends into trade ideas.

Portfolio Performance, Holdings, and Allocation Available

Ask IBKR lets users query portfolio metrics, including performance versus benchmarks, valuation changes, and allocation across sectors, asset classes, and instruments. It also allows review of top holdings, geographic exposure, dividends, trade history, fees, and cash flows.

Join IG, CMC, and Robinhood in London’s leading trading industry event!

“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,” he added.

Chatbot Provides Fundamentals, Statements, and Tax Details

The tool is a chatbot extension of PortfolioAnalyst, providing access to fundamentals, statements, corporate actions, and tax lot details. Proprietary AI reduces uncertainty, and features such as question completion and dropdown menus help users select benchmarks, timeframes, and accounts.

Ask IBKR is available to individual clients through Client Portal, to financial advisors via Advisor Portal, and to all clients on IBKR Desktop. The company plans to expand the tool to additional platforms in the coming months.

Brokers Expand Stock Research Tools for Client Access

Other brokers are also expanding stock research options. TradeStation recently integrated TipRanks’ tools for its clients, while Interactive Brokers already provides the same tools to its users.

CMC Invest, the share trading service of CMC Markets, has added TipRanks for its UK clients, following earlier availability in Australia and Singapore.

In addition, Interactive Brokers launched a microlearning mobile app, InvestMentor, which offers beginner investors short lessons on stocks, bonds, options, futures, and investment strategies.

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About the Author: Tareq Sikder
Tareq Sikder
  • 1989 Articles
  • 32 Followers
About the Author: Tareq Sikder
A Forex technical analyst and writer who has been engaged in financial writing for 12 years.
  • 1989 Articles
  • 32 Followers

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    Mind The Gap: Can Retail Investors Save the UK Stock Market?

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official

    As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task. Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint: -Are they happy with the Leeds Reform, in principle and in practice? -Is it the government’s job to affect the ‘saver’ mentality? Is it doing well? -What can brokers and fintechs do to spur UK investment? -How can the FCA balance greater flexibility with consumer protection? Speakers: -Adam Button, Chief Currency Analyst at investingLive -Nicola Higgs, Partner at Latham & Watkins -Dan Lane, Investment Content Lead at Robinhood UK -Jack Crone, PR & Public Affairs Lead at IG -David Belle, Founder at Fink Money #fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance Connect with us at: 🔗 LinkedIn: / financemagnates-events 👍 Facebook: / financemagnatesevents 📸 Instagram: / fmevents_official 🐦 Twitter: / f_m_events 🎥 TikTok: / fmevents_official
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