Interactive Brokers has added Earnings Insights to its IBKR Connector, allowing eligible clients to examine company earnings previews and post-results context from a compatible AI application. The 28 October development follows the connector’s earlier October addition of natural-language stock screener creation and editing, which was already reported separately. This report focuses on the incremental earnings feature and how its research output differs from investment recommendations or order execution.[1][2][3]
With Earnings Insights, a user can request previews of forthcoming company results and summaries after an earnings release from the connected interface. Before-results material can include analyst expectations and scenario discussion; after-results content may cover reported results, management commentary and market reaction. These are information and research functions. They should not be represented as exchange-confirmed earnings forecasts or as independent investment recommendations.[2]
From saved screens to screens built in chat
What the connector allows
| Task | Version 1.2.1 capability |
|---|---|
| Existing saved screener | Run and inspect a previously saved screen |
| Build or revise a screen | Specify filters and ranking factors in natural language |
| Available universes | US stocks and ETFs; European and Hong Kong stocks |
| Preview results | Top 10 by default, up to 50 when requested |
| Investigate a result | Deep link from the answer into IBKR Client Portal |
The version permits a user to describe an investment theme or filter, see ranked results, and then save, update or remove the screener. Company names and tickers are returned alongside links into Client Portal, where the fuller result set and data can be examined. A ranked list is therefore a search output, not a record that trades have been placed or that the results were independently back-tested.[2][3]
Interactive Brokers separately announced autonomous AI order submission on 21 October. That facility is subject to eligibility, dedicated account partitions and other safeguards. Combining it rhetorically with research features could imply that an earnings question automatically produces orders. The product descriptions distinguish research access, screening, client approval and order execution; investors need to know which permission they actually granted.[1][2]
For the brokerage industry, the update illustrates how broker APIs are moving from simply exposing data to letting customers manage persistent analytical tools from a conversational interface. It does not provide usage figures, error rates for generated screens, or independent evidence that the screens improve investing outcomes. Those limitations should remain separate from the confirmed availability of the connector features.[1]
Sources & further reading
- IBKR Connector (MCP): release-note index Interactive Brokers · Accessed 31 Oct 2026
- Interactive Brokers adds Earnings Insights to IBKR Connector FX News Group · 28 Oct 2026 · Accessed 31 Oct 2026
- Interactive Brokers enables building and managing screeners through AI in IBKR Connector FX News Group · 19 Oct 2026 · Accessed 31 Oct 2026