Interactive Brokers becomes official connector on Perplexity

Electronic trading major Interactive Brokers is now an official connector on Perplexity, allowing clients to link their IBKR accounts directly through the Perplexity Connector Store. The integration enables users to access portfolio holdings, positions, and market data within their Perplexity workflows. Traders can manage their portfolios via natural language, querying positions, balances, P&L, allocations, and open orders, or requesting real-time quotes and historical data. 

Investors can also prompt Perplexity to draft trade instructions—such as “Buy 100 shares of AAPL at a limit of $200”—which are sent to the IBKR account for review and approval. Perplexity does not submit orders directly to the market. Interactive Brokers regularly enhances the IBKR Connector (MCP), and clients can now connect their IBKR account to any AI application supporting the Model Context Protocol. In addition to official connectors available on ChatGPT, Claude, and Grok, this allows traders to use their IBKR account with tools including Claude Code, Cursor, and ChatGPT Workspaces.