IBG, Inc.(US:IBKR) Businesswire·2025-10-15 14:00Core Insights - Interactive Brokers has launched Ask IBKR, an AI-powered tool designed to provide instant portfolio insights through natural language queries [1][3][8] Product Features - Ask IBKR allows investors to interact with their portfolio data using natural language, enabling queries like "What sector am I underweight compared to the S&P 500?" to receive instant visualized answers [2][3] - The tool originated as a chatbot extension of PortfolioAnalyst and will expand to include fundamentals data, statements, corporate actions, and tax lot details [3][4] - Additional features include intelligent question completion and dropdown menus for selecting parameters such as benchmarks and timeframes [4] Availability - Ask IBKR is currently available to individual clients in the Client Portal, financial advisors in the Advisor Portal, and all clients on IBKR Desktop, with plans for integration into more platforms in the future [5] Analytical Capabilities - The tool offers various analytical capabilities, including: - Portfolio Metrics: Compare performance against benchmarks and identify valuation changes over time [6] - Allocation Analysis: Analyze sector exposure and assess performance by instrument type [6] - Holdings Exploration: Identify top positions and review geographic allocations [6] - Activity Tracking: Monitor trade history and analyze cash inflows and outflows [6] Company Background - Interactive Brokers Group, Inc. (NASDAQ: IBKR) is a member of the S&P 500, providing automated trade execution and custody of securities across over 160 markets globally [7]