By Andrew Welsch
Interactive Brokers has entered the AI trading fray. The brokerage firm said Monday that it has enabled agentic trading for clients through a direct integration with Anthropic's Claude, meaning clients can use the AI chatbot to research stocks, analyze performance, and generate trade instructions.
"Investors are increasingly using artificial intelligence to research markets, analyze information and generate ideas," said Milan Galik, CEO of Interactive Brokers. "We believe the next logical step is to allow clients to securely connect AI tools directly to their brokerage accounts -- whether they want a simple conversational interface, deeper portfolio analysis or the ability to develop and execute sophisticated trading strategies."
The company says customers can link an existing Interactive Brokers account to Claude for no additional cost. It provided examples of the kinds of questions brokerage clients can ask Claude: "Which of my positions has the highest unrealized gain, and which has the highest unrealized loss?" And "My tech exposure is 18% of my portfolio. What would it take to bring it down to a 10% target weight, and what would the dollar amount be to reduce it?"
The integration uses the same application programming interfaces, or APIs, that some Interactive Brokers customers have used to build their own trading processes, according to the company. Interactive Brokers says that no API keys or passwords are shared with the AI provider and no authentication credentials are stored on the client's computer -- an approach that the company says is designed to be more secure.
Approval required on trades. Interactive Brokers adds that the agentic trading capability comes with safeguards; trade instructions appear in a dedicated AI instructions screen where clients can review the instructions and approve trade submissions.
Currently, the AI integration can generate trade instructions only for stocks and exchange-traded funds (not mutual funds, bonds, or options). Interactive Brokers expects to support other types of securities within a week. The company also plans to support additional AI chatbots such as OpenAI's ChatGPT, Google's Gemini, and xAI's Grok.
The move builds on Interactive Brokers' existing AI-powered tools, which include AI-generated news summaries.
The new AI integration makes Interactive Brokers the latest brokerage firm to unveil new client-facing AI capabilities. Rivals Robinhood and Charles Schwab have both introduced AI tools for clients. And on Tuesday, SoFi Technologies unveiled an interactive chat tool powered by AI that provides customers with personalized financial guidance.
Write to Andrew Welsch at andrew.welsch@barrons.com
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
June 02, 2026 13:05 ET (17:05 GMT)
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