AI Configured Screener

Unlock a new era of investing with Interactive Brokers’ advanced AI-powered stock screener, designed to make searching for opportunities seamless and intuitive. The investor can say goodbye to complicated filters and endless dropdown menus, they simply describe what they’re looking for in plain language, and our intelligent system works to optimize the search. The AI evaluates the investor’s prompt and delivers the results for their specific searches.

Accessing the AI Configured Screener

The AI configured screener can be accessed  in the IBKR Desktop. First  by clicking on Screeners in the left side of the screen and then clicking on the  purple box, “Configure Screener with AI” in the upper left corner of the screen.

On the right-hand side of the screen a dialogue box will appear in which the investor can type in natural language what they are looking for.  Depending on the prompt, the large language model, or LLM, will intelligently choose a multisort or standard screener.

Using the AI Powered Scanner

Let’s go through a few examples:

The investor types “Pharmaceutical stocks with a net profit margin greater than 10% and an EPS growth greater than 15%”

The AI powered screener will process the request and through three easy-to-read prompts that update progress and criteria as the scanner is being created:

• Understanding Request
• Applying Region, Product, Exchange
• Applying Filter Criteria

And then will let the investor know once the scanner is complete.

The investor can continue to modify the search by clicking on “Modify Prompt”, in this case updating the EPS growth number to 10%, they then click on “Regenerate Screener”

The investor can also specify if they want to create multisort screener using the AI powered screener prompt. For example, the investor types in  “for large cap tech stocks showing 3 month moves and dividend increases over the past 3 years”.

Interactive Brokers’ advanced AI-powered stock screener revolutionizes the way investors search for equity opportunities. By eliminating the need for cumbersome filters and technical menus, the platform empowers users to express their investment goals in plain language and receive intelligent, tailored results. The intuitive interface, real-time feedback, and flexible modification options combine to make stock screening more accessible, efficient, and responsive to individual needs.

As with any investment tool, results generated by the AI‑configured screener should typically be used as a starting point for research, as market conditions, data availability, and model interpretations may affect the accuracy or completeness of the screening outcomes.

With tools like these, investors can focus more on strategy—unlocking a new era of smart, intuitive investing.