IBKR brings screener creation into connected AI workflows

Interactive Brokers has added the creation and management of screeners to IBKR Connector, extending tasks that customers can perform from a connected AI assistant. FX News Group reported the version 1.2.1 update on 19 October; earlier versions allowed customers to run screeners they had already saved.[1]

The report identifies US stocks and ETFs, European stocks and Hong Kong stocks as the available universes. Customers can specify filters and ranking factors, preview results, and save or change the screen. Chat results show ten matches by default and up to 50 on request, with links to the fuller underlying output in Client Portal.[1]

The benefit is continuity in research: customers can change criteria during a discussion and retain the screen. Saving those criteria alongside the ranked names explains why a different universe or factor weighting produces different results.

The connection is part of IBKR’s broader use of the Model Context Protocol, which allows compatible AI applications to work with authorised account information. Its current integration page names ChatGPT, Claude, Grok and Perplexity and describes access to information such as positions, cash balances, transactions and margin availability. Customers control which information is authorised.[2]

Research and execution remain separate stages in the documented workflow. IBKR’s Desktop guide describes AI-generated trade instructions as non-binding. A client must review and explicitly confirm an instruction in an IBKR application before action is taken; the interface also permits rejection. Third-party access can be revoked through the account’s consent settings.[3]

For brokerage product teams, this places the conversational interface earlier in the investment process while retaining an explicit handover to order entry. The useful distinction is between a reusable search, an instruction produced from the discussion and the live order the customer ultimately approves. Treating those as separate records preserves the reasoning and the decision that follow from it.

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