Ask IBKR

Instructions

Ask IBKR is an AI-powered tool that delivers instant portfolio insights through natural language inquiries. 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.

To navigate to this tool, please take the steps outlined below.

  1. Click the gradient circle icon in the top right corner of any screen to navigate to Ask IBKR.

  2. The Ask IBKR screen will populate. Select the account and time frame from the drop-down menus in the top right corner.

  3. Click a displayed question, or use the search box to ask a specific question.

  4. The portfolio insights will populate on the page. Highlight your cursor over the graph to view additional information.

  5. Ask additional questions by using the search box at the bottom of the screen.

  6. Navigate through your Ask IBKR populated questions by clicking the arrow icons in the top right corner.

 

Additional Resources