- Category
- Finance
- Developer
- Interactive Brokers
- Website
- (opens in a new window)
How it works
Connect your Interactive Brokers account to ChatGPT and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt ChatGPT to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.
What else can you do?
Review portfolio exposure
Interactive Brokers (IBKR) Summarize my current holdings and allocation. Identify the largest concentrations and explain which portfolio details are missing from the available data.
Explain portfolio gains
Interactive Brokers (IBKR) Review the available profit-and-loss information for my holdings. Highlight the main contributors and distinguish realized and unrealized results where available.
Review open orders
Interactive Brokers (IBKR) Review my open orders. Summarize each order's instrument, size, type, and status, and flag questions for me to check in the account.
What’s included
App
Interactive Brokers (IBKR)
Resources
Add the Interactive Brokers (IBKR) plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
