Version 1.2.1 - Autonomous Trading, Build and Manage Screeners Through AI, Earnings Insights

Autonomous Trading

Interactive Brokers now offers Autonomous Trading where AI can place orders for you without requiring confirmation. Read FAQ: Connecting Your IBKR Account to an AI Platform for more information about restrictions and availability.

Build and Manage Screeners Through AI

From Running to Building

In previous versions, we supported ability to run existing saved screeners through AI. Version 1.2.1 adds full screener capabilities, so you can now create, refine, and manage screeners without leaving your AI platform.

Build Screeners with AI

Describe what you're looking for, and your AI assistant will build the screener for you. Screeners are available for US stocks, US ETFs, European stocks, and Hong Kong stocks. You can filter by industry or investment theme and rank results with a single sort or weighted factors.

Preview, Save, and Refine

Preview results in the chat before saving, then save, update, or remove screeners anytime so they always reflect your current strategy. You can also start from IBKR's ready-made templates.

Full Results in Client Portal

Results return as a ranked list, with the top 10 matches by default and up to 50 on request. Every result includes a deep link into Client Portal, where you can view the complete output with all underlying data points.

For more information, see the FAQ: Connecting Your IBKR Account to an AI Platform.

Earnings Insights

You can now ask your connected AI platform about upcoming and past earnings for companies you follow, without switching applications. Get previews with estimates and outlook scenarios before a company reports, and recaps with guidance, management commentary and street reaction after.