app

Interactive Brokers (IBKR)

Review your IBKR portfolio and market data, and draft trades for approval

The Interactive Brokers app connects your IBKR account so you can ask about positions, balances, P&L, allocations and open orders, and get real-time quotes and historical market data. ChatGPT can draft trade instructions that are sent to your IBKR account for your review and approval; it never submits orders to the market directly.

How to use

  1. 1Add it in ChatGPT

    Open Interactive Brokers (IBKR) in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

  2. 2Use it in a chat

    Type @ in the composer and pick Interactive Brokers (IBKR), or start your message with its name. ChatGPT may also suggest it when it fits what you ask.

Things to ask

  • “IBKR, what's my P&L this month?”
  • “IBKR, show my current allocation by sector”
  • “IBKR, get a real-time quote for AAPL”
  • “IBKR, draft a limit order to buy 100 shares of AAPL at $200 for my review”

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