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Interactive Brokers (IBKR)

Trade, invest, analyze, and manage global markets

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Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.

You can use Interactive Brokers to:

Check your portfolio:
"What are my current positions and unrealized P&L?"

Review account balances:
"Show my cash balances and buying power across all accounts."

Get market data:
"Give me a price snapshot and 30-day history for AAPL."

Review activity:
"List my trades from the past week and any open orders."

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  • Help me develop a unique voice for an audience

    Hi Claude! Could you help me develop a unique voice for an audience? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Improve my writing style

    Hi Claude! Could you improve my writing style? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Brainstorm creative ideas

    Hi Claude! Could you brainstorm creative ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Learn
  • Explain a complex topic simply

    Hi Claude! Could you explain a complex topic simply? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Help me make sense of these ideas

    Hi Claude! Could you help me make sense of these ideas? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Prepare for an exam or interview

    Hi Claude! Could you prepare for an exam or interview? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

Code
  • Explain a programming concept

    Hi Claude! Could you explain a programming concept? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Look over my code and give me tips

    Hi Claude! Could you look over my code and give me tips? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Vibe code with me

    Hi Claude! Could you vibe code with me? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to— like Google Drive, web search, etc.—if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can—an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

More
  • Write case studies

    This is another test

  • Write grant proposals

    Hi Claude! Could you write grant proposals? If you need more information from me, ask me 1-2 key questions right away. If you think I should upload any documents that would help you do a better job, let me know. You can use the tools you have access to — like Google Drive, web search, etc. — if they’ll help you better accomplish this task. Do not use analysis tool. Please keep your responses friendly, brief and conversational.

    Please execute the task as soon as you can - an artifact would be great if it makes sense. If using an artifact, consider what kind of artifact (interactive, visual, checklist, etc.) might be most helpful for this specific task. Thanks for your help!

  • Write video scripts

    this is a test

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