Interactive Brokers, a global electronic broker, has
launched Ask IBKR, an AI-powered tool that delivers instant portfolio insights
through natural language queries.
The launch follows the company’s earlier
partnership with Reflexivity to develop Investment Themes, a tool that
converts market trends into trade ideas.
Portfolio Performance, Holdings, and Allocation Available
Ask IBKR lets users query portfolio metrics, including
performance versus benchmarks, valuation changes, and allocation across
sectors, asset classes, and instruments. It also allows review of top holdings,
geographic exposure, dividends, trade history, fees, and cash flows.
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“With Ask IBKR, we’re introducing a natural language-based
way for investors to interact with their portfolio data,” said Milan Galik,
Chief Executive Officer at Interactive Brokers.
“Instead of navigating across screens, clients can simply
ask, ‘What sector am I underweight compared to the S&P 500?’ and get an
instant, visualized answer,” he added.
Chatbot Provides Fundamentals, Statements, and Tax
Details
The tool is a chatbot extension of PortfolioAnalyst,
providing access to fundamentals, statements, corporate actions, and tax lot
details. Proprietary AI reduces uncertainty, and features such as question
completion and dropdown menus help users select benchmarks, timeframes, and
accounts.
Ask IBKR is available to individual clients through Client
Portal, to financial advisors via Advisor Portal, and to all clients on IBKR
Desktop. The company plans to expand the tool to additional platforms in the
coming months.
Brokers Expand Stock Research Tools for Client Access
Other brokers are also expanding stock research options. TradeStation
recently integrated TipRanks’ tools for its clients, while Interactive
Brokers already provides the same tools to its users.
CMC Invest, the share trading service of CMC Markets, has
added TipRanks for its UK clients, following earlier availability in
Australia and Singapore.
In addition, Interactive
Brokers launched a microlearning mobile app, InvestMentor, which offers
beginner investors short lessons on stocks, bonds, options, futures, and
investment strategies.
This article was written by Tareq Sikder at www.financemagnates.com.
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