Ask IBKR

Meet Ask IBKR:
Portfolio Intelligence Powered by AI

Now available to select clients in Client Portal and Advisor Portal

Stop Searching. Start Asking.

Ask IBKR is a breakthrough AI-powered tool that lets you interact with your portfolio using plain English. Skip the dashboards, reports, and filters—just ask, and get instant, data-driven answers.

Whether you want to compare performance to the S&P 500, analyze your sector exposure, or find your top dividend payers, Ask IBKR delivers fast, actionable insights—right from any screen inside the platform.

Smarter Questions. Smarter Investing.

Ask IBKR supports a wide range of portfolio queries across five key areas:

Portfolio Metrics
Analyze performance vs. benchmarks, identify valuation trends, track outperformance streaks
Allocation Analysis
Review sector weights, cross-sector returns, and instrument types
Holdings Exploration
Uncover dividend payers, country exposures, and top positions
Activity Tracking
Monitor interest and fees, trading activity, and cash flows
Performance Attribution
See how sectors contribute to returns vs. indices like the S&P 500

AI That Understands You

Ask IBKR offers intelligent query suggestions as you type and auto-completes key parameters like benchmarks, timeframes, and account selection—so you can ask smarter questions, faster.

Designed for the Way You Invest

Analyze any account you have access to, over flexible timeframes like MTD, YTD, 1M, and 1Y. Ask IBKR also evolves with your needs: user feedback helps guide which questions are supported next.

Start trading like a professional today!

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Disclosures

The Ask IBKR tool provides data-driven insights for investment portfolios but does not guarantee success; users should be aware of market risks, data accuracy limitations, and the need for personal responsibility in investment decisions, and should consult a qualified financial advisor as needed. IBKR does not provide financial advice or recommendations.