If you’ve been curious about using AI with your trading workflow, Interactive Brokers just made it a lot easier. There’s no coding, no API setup, and no extra accounts required. Instead, Interactive Broker’s clients can now connect directly to Claude AI and ChatGPT through a certified connector—and be up and running in minutes.
Here’s how it works.
Connecting Your Account—In Minutes
The integration is built directly into Claude’s and ChatGPT’s certified connector marketplace.
Claude
- Click on the Customize icon in Claude
- Click on “Connect your apps”
- Search and select Interactive Brokers as a connector
- Log in using your existing IBKR credentials
- Read the disclosures and when ready approve the connection
ChatGPT
- Click on the Apps icon in ChatGPT
- Search and select Interactive Brokers as a connector
- Log in using your existing IBKR credentials
- Read the disclosures and when ready approve the connection
That’s it. There’s no need to generate API keys, install software, or fund a separate account. The entire setup is designed to be fast and familiar—more like linking a financial app than building a trading system.
What the Connector Actually Does
Once connected, Claude and ChatGPT can securely access your Interactive Broker’s account data through the same infrastructure behind IBKR’s APIs—but without exposing your credentials.
In practice, that means you can ask questions like:
- “What are my current positions and P&L?”
- “How much exposure do I have to technology stocks?”
- “Show my recent trades and open orders”
Claude and ChatGPT pull in real account data—positions, balances, trade history, margin, and market data—and returns answers in plain English.
From Insights to Trade Ideas
Beyond analysis, Claude and ChatGPT can also help you take the next step—turning insights into potential trades.
For example, you might ask:
- “What would I need to sell to reduce tech exposure to 10%?”
- “Identify my biggest loser and suggest a rebalance”
- “Create a limit order to buy 100 shares of XYZ at $50”
Claude and ChatGPT can generate structured trade instructions based on your request, using your account data as context.
Human-in-the-Loop Execution
One of the most important design features here is control.
Claude and ChatGPT do not place trades directly. Instead:
- Trade instructions appear in the AI Instructions tab within the trading platform
- The investor reviews, edits in the order entry area, or discards them
- Only approved instructions are submitted as live orders
This “human-in-the-middle” approach ensures that the investor stays in charge of every decision, while still benefiting from AI-driven analysis and suggestions.
What You Can Do Today
At launch, the integration supports:
- Equities and ETFs
- Market and limit orders
But the bigger story is the workflow shift. You’re no longer navigating menus or exporting data—you’re interacting with your portfolio conversationally, asking questions and refining ideas in real time.
Final Thoughts
For many traders, the hardest part of using AI has been the setup. That hurdle is now largely gone.
By embedding Interactive Brokers directly into Claude and ChatGPT through a secure connector, the process becomes simple: connect, ask, analyze, and decide. No code required.
As always, AI is best used as a tool—not a replacement. But when paired with the investor’s own judgment, it can be a powerful way to surface insights, test ideas, and streamline their trading workflow.
Join us for a webinar July 8th on this exciting new integration. AI-Powered Portfolio Insights: Connecting Claude to IBKR
New to Interactive Brokers?
Open AccountAlready an Interactive Brokers Client?
Request Trading PermissionDisclosure: Interactive Brokers
The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.
Disclosure: ETFs
Any discussion or mention of an ETF is not to be construed as recommendation, promotion or solicitation. All investors should review and consider associated investment risks, charges and expenses of the investment company or fund prior to investing. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Disclosure: Order Types / TWS
The order types available through Interactive Brokers Trader Workstation are designed to help you limit your loss and/or lock in a profit. Market conditions and other factors may affect execution. In general, orders guarantee a fill or guarantee a price, but not both. In extreme market conditions, an order may either be executed at a different price than anticipated or may not be filled in the marketplace.
Join The Conversation
If you have a general question, it may already be covered in our FAQs page. go to: IBKR Ireland FAQs or IBKR U.K. FAQs. If you have an account-specific question or concern, please reach out to Client Services: IBKR Ireland or IBKR U.K..
Visit IBKR U.K. Open an IBKR U.K. Account