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.

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“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.