How to Connect Interactive Brokers to an AI Assistant

Connecting Interactive Brokers to an AI assistant means giving an assistant like ChatGPT or Claude permission to see your real IBKR holdings, so its answers are about your actual portfolio instead of hypothetical examples. The AI does not log into Interactive Brokers directly. Instead, a secure aggregator sits in the middle: you authenticate with IBKR through Interactive Brokers' own flow, the aggregator receives scoped access, and the AI tool reads your positions through the aggregator.

Through an aggregator, the IBKR connection is read-only: an assistant can see and analyze the account but cannot place orders in it. IBKR is not among the brokers where Walnut places the orders you approve: Public, plus eight others including E*Trade, tastytrade and Webull. Orders run through IBKR's own official connector instead, where the AI drafts them and you submit each one.

Interactive Brokers opened that connector on its own terms. It had certified Claude and ChatGPT connectors by June 2026, and on July 28, 2026 it opened AI connectivity to any tool built on the MCP standard. Drafted orders land in an AI Instructions area for you to review and submit; the AI does not execute on its own. It works with IBKR accounts only.

There are four practical ways to get your Interactive Brokers holdings in front of an AI assistant, ordered here from most accessible to most technical.

• 1. An MCP connector backed by an aggregator. A Model Context Protocol connector exposes your IBKR account to Claude Desktop, ChatGPT, or Cursor, so the assistant itself can read your positions live. The connector links Interactive Brokers through a regulated aggregator, so your login stays at IBKR and the access is read-only. Walnut offers a portfolio-aware MCP connector that does exactly this, across several brokers. Best if you already work inside an AI client.
• 2. A purpose-built app that uses an aggregator. A hosted AI investing app connects your IBKR account securely and adds an assistant you talk to, with no code. You log in at Interactive Brokers, the app reads your holdings, and you ask questions through Claude, ChatGPT, or a built-in assistant. Best for most people. Walnut works this way too.
• 3. IBKR's official AI connector. Interactive Brokers runs its own connector for Claude, ChatGPT and, since July 28, 2026, any MCP-compatible assistant. The AI can read the account and draft orders into an AI Instructions area, and you submit them yourself. It covers IBKR accounts only. Best if IBKR is your only account and you want an assistant to help with orders there. Developers can still build on IBKR's long-standing API instead.
• 4. Manual copy-paste. You paste a list of your IBKR holdings into ChatGPT or Claude by hand. It works for a one-time snapshot, but prices go stale immediately, you have to keep re-pasting, and long lists invite arithmetic mistakes. Fine for a quick look, weak for ongoing analysis.

For a deeper comparison of connector options, see the best MCP connectors for brokerages. If you hold accounts at more than one broker, a multi-broker connector reads every account in one place, where IBKR's own connector only ever sees IBKR.

Yes. As of November 2026, Interactive Brokers runs an official MCP server. In Claude, ChatGPT, Grok or Perplexity you search for Interactive Brokers in the connector directory; in any other MCP app, such as Claude Code or Cursor, you add https://api.ibkr.com/v1/api/mcp-public as a custom connector. You sign in on IBKR's own login screen and can revoke access in Client Portal. IBKR says it is not available in India or Japan.

With the standard connection the AI drafts trade instructions and you submit each order. IBKR announced Autonomous Trading on October 21, 2026, which lets eligible individual, non-margin accounts have the AI trade without per-order approval inside a separately funded AI Partition. Unofficial open-source IBKR MCP servers also exist on GitHub; you run those yourself and hand them your own API credentials. Walnut's connector, https://walnutinvest.com/api/connector/mcp, reads IBKR read-only next to your other brokers and places no orders there.

Walnut connects Interactive Brokers through a regulated aggregator, so your IBKR login is never stored by Walnut and your password stays at Interactive Brokers. The IBKR connection is read-only. The flow takes a few clicks:

1. Create a Walnut account and open the brokerage-connection screen.
2. Pick Interactive Brokers from the list of supported brokers.
3. Log in at Interactive Brokers. Walnut opens IBKR's own authentication flow, so your password is entered at Interactive Brokers and never seen by Walnut.
4. Authorize access. The connection is read-only, so the assistant can analyze your holdings and cannot place orders.
5. Start chatting. Ask about your holdings, performance versus the S&P 500, or concentration, through Claude, ChatGPT, or Walnut's built-in assistant.
6. Revoke any time. Disconnect Interactive Brokers from Walnut's connections screen, or revoke the authorization from your IBKR security settings, and the access stops.

Because IBKR is read-only through Walnut, Walnut can show the trades that would bring a portfolio to its target weights, and you place them at IBKR yourself; Walnut sends no orders to Interactive Brokers. Trades you approve through Walnut are available at Public, plus eight other brokers including E*Trade, tastytrade and Webull (US and Canada). To work inside your own AI client instead, you can use Walnut from there by adding its MCP server URL, https://walnutinvest.com/api/connector/mcp, as a custom connector in Claude, ChatGPT, or Codex, then signing in with a free Walnut account and approving read-only access (it never places trades on its own). The full per-client setup lives on the Walnut MCP connector page.

Once Interactive Brokers is connected, the assistant can answer questions about your real positions instead of hypothetical ones. Useful prompts include:

• “How is my IBKR portfolio doing versus the S&P 500?” Each holding framed against a benchmark, as a window return rather than realized profit and loss (broker feeds rarely pass cost basis).
• “Where am I most concentrated?” Which positions dominate the account and how lopsided the mix is.
• “Which of my holdings are lagging?” Relative performance across your positions, surfaced in plain language.
• “What themes does my Interactive Brokers account lean into?” Whether your holdings cluster around AI, semiconductors, or another theme.
• “Explain why this position moved.” Context on a specific ticker you hold, pulled from live data and the wider web.

Through Walnut the assistant reads and analyzes; through IBKR's own connector it can also draft orders you submit. You can ask about a specific stock or a theme you want exposure to, framed against your real holdings.

Through a regulated aggregator, including Walnut, the IBKR connection is read-only. The assistant can see your positions but cannot move money. Interactive Brokers keeps order handling for its own official connector.

There, the approval step is built in. An assistant connected through IBKR's connector does not place trades by itself; it drafts orders into an AI Instructions area, and you are the one who submits them. That keeps a human in the loop on every order while still letting the assistant do the analysis and the math. If you never want trades placed at all, a read-only connection covers tracking and analysis on its own.

Interactive Brokers is a power-user broker with a strong API and broad market access, and that is why it has two distinct routes to an AI assistant. Getting the choice right is mostly about whether IBKR is your only account and whether you want an assistant drafting orders there.

Route A, the no-code path (a tool like Walnut). You connect Interactive Brokers securely in a few clicks, your login stays at IBKR, then talk to your real holdings through Claude, ChatGPT, or a built-in assistant. There is no server to run, credentials stay at IBKR, the IBKR connection is read-only, and the same connector reads any other brokers you hold, so one assistant sees your whole portfolio. This suits most people, and especially anyone who holds accounts beyond IBKR: a multi-broker connector reads every account in one place, where a single-broker integration only ever sees IBKR.

Route B, IBKR's official MCP connector. Interactive Brokers now runs its own connector, certified for Claude and ChatGPT by June 2026 and opened to any MCP-compatible assistant on July 28, 2026. It gives the assistant IBKR's own view of the account and lets it draft orders that you submit, but it only ever sees IBKR. This suits someone who trades only through IBKR. Developers who want to own the integration can still build on IBKR's API.

The split: Route A for a whole-portfolio view across brokers, read-only at IBKR; Route B for drafting orders in an IBKR-only setup. If you are not sure which brokers support an assistant at all, see which brokers have an AI assistant, or the best MCP connectors for brokerages for a wider look at the connector options.

It can be safe, and the security model rests on three things. First, credential handling: through a regulated aggregator, your IBKR login is entered at Interactive Brokers' own authentication flow and is never stored by the AI tool. Second, scope: an aggregator connection to IBKR is read-only, and IBKR's own connector only drafts orders that you submit, so the assistant cannot move money on its own. Third, control: you can revoke the connection at any time, from the app's connections screen or from your IBKR account security settings.

The pattern to avoid is any tool that asks for your Interactive Brokers password directly rather than routing you through the broker's own login. The Model Context Protocol, the open standard introduced by Anthropic in late 2024, was designed around scoped, permissioned access, which fits a read-only or draft-then-submit IBKR connection well. For the full safety walkthrough, see is it safe to connect your brokerage to an AI. Confirm the tool routes you through a regulated aggregator, confirm you control the access scope, and confirm you can revoke it before you connect.

To connect Interactive Brokers to an AI assistant: pick a tool that connects your broker securely through a regulated aggregator, create an account, choose Interactive Brokers from the broker list, log in through IBKR's own flow, and authorize access. From there you ask Claude, ChatGPT, or a built-in assistant about your real holdings. With Walnut, the same connection also works as a portfolio-aware MCP connector if you prefer to stay inside Claude Desktop. The IBKR connection is read-only, so the AI analyzes and does not place orders; for drafted orders, use IBKR's own connector. If you also want to see which other brokers support an assistant, see which brokers have an AI assistant.

You connect Interactive Brokers to an AI assistant through a secure, regulated aggregator, which exposes your real holdings to ChatGPT or Claude so the assistant's answers are about your actual portfolio. Through an aggregator, IBKR connects read-only, so the AI analyzes your holdings and does not place orders. Interactive Brokers also runs its own official AI connector, which drafts orders you submit and suits someone whose only account is at IBKR; a multi-broker connector like Walnut adds value when you also hold accounts elsewhere and want a no-code, whole-portfolio view. Walnut connects Interactive Brokers securely and lets you analyze your real holdings through Claude, ChatGPT, or a built-in assistant, with the connection revocable at any time. Walnut is not an investment adviser.

The connection is to Walnut, and the assistant then reads Walnut, so the same setup works in every client that supports remote MCP servers, with one integration for all of them. The server URL is:

https://walnutinvest.com/api/connector/mcp

Verified today: Claude (Desktop, claude.ai and Claude Code), ChatGPT (Developer Mode on a paid plan), Codex and the Codex CLI, and Cursor. ForPerplexity, Gemini, Grok and Copilotwe do not verify custom connector support, so that page explains how to check yours in under a minute rather than giving steps that may not apply.

Step-by-step:ClaudeorChatGPT.

Interactive Brokers accounts often span several currencies and markets, so the aggregate view is doing more work than usual. Every question below is answered against the positions in the account.

Portfolio analysis

• “How has my Interactive Brokers account done against the S&P 500 this year?”
• “What share of it sits in my single largest holding?”

Research

• “What does my largest holding actually do, and why might it have moved this week?”

Cost

• “What is my weighted average expense ratio across this account?”

Rebalancing

• “How far has each position drifted from its target weight?”

Planning a purchase

• “If I added $500 to this idea, would I be more concentrated or less?”

More inwhat to ask once it can see your portfolio. If you hold accounts elsewhere too, connect those as well: seeRobinhood, E*TRADE or Webull.