Ask IBKR

Instructions

Ask IBKR is an AI-powered tool that delivers instant portfolio insights through natural language inquiries. Categories of queries include:

  • Portfolio Metrics: Compare performance against benchmarks, identify valuation changes over time, and highlight periods of outperformance or underperformance.

  • Allocation Analysis: Analyze sector exposure, compare returns across asset classes, and assess performance by instrument type.

  • Holdings Exploration: Identify top positions, review geographic allocations, and locate dividend-paying securities.

  • Activity Tracking: Review trade history, monitor interest and fees, and analyze cash inflows and outflows.

There are two ways to access this tool:

  1. Navigate to Sitemap > Ask IBKR. The Ask IBKR tool will populate as a new window on your screen.

    Ask IBKR Sitemap on IBKR Desktop

    Ask IBKR Screen in IBKR Desktop

    or

  2. Click the Search bar in the top left corner of any screen. The Ask IBKR section will appear with a populated list of questions. Click one of these questions, or search for additional portfolio insights.

    Ask IBKR Search in IBKR Desktop

    Ask IBKR Question in IBKR Desktop

  3. Highlight your cursor over the graph to view portfolio performance on specific days.

  4. To view additional Ask IBKR portfolio insights, click the search box at the bottom of the screen and type the desired question.