IBKR opens brokerage platform to AI agents via Claude

Interactive Brokers (IBKR) has opened its brokerage platform to artificial intelligence agents through an integration with Anthropic’s Claude, as the $870 billion manager seeks to expand AI usage in its investing and trading workflows.
The Connecticut-based firm said on Tuesday that the move enables its investors to analyse portfolios, review positions, access market data and generate trading instructions across more than 170 global markets via Claude’s certified connector marketplace, with all trades subject to client’s approval.
The broker noted Claude will not be the only AI chatbot on its platform. It plans to integrate additional intelligence tools, including OpenAI’s ChatGPT, Google’s Gemini, and xAI’s Grok, as soon as their certifications are complete.
Chief executive Milan Galik said growing use of artificial intelligence for market research and investment analysis was driving demand for closer integration between AI tools and brokerage accounts.
“Interactive Brokers has used technology for over four decades to help investors make more informed decisions and interact more efficiently with markets,” Galik said.
“We believe the next logical step is to allow clients to securely connect AI tools directly to their brokerage accounts – whether they want a simple conversational interface, deeper portfolio analysis or the ability to develop and execute sophisticated trading strategies.”
The firm added the service uses enterprise-level architecture that does not require clients to share API keys or passwords with AI providers and does not store authentication credentials on users’ computers.
Furthermore, customers can ask questions about their portfolios and markets in natural language and receive analysis based on their account data, while the system can also generate trading instructions linked to that analysis.
Under a human-in-the-loop framework, proposed instructions appear in a dedicated approval tab, allowing users to review and authorise orders before orders are submitted to the market.
The company said the launch initially supports equities and exchange traded funds through market and limit orders, with additional asset classes expected to follow within a week.









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