Interactive Brokers - minai Help

Your portfolio, balances, P&L, orders and trades; quotes, options, price alerts, watchlists and screeners. For personal agents, using IBKR’s official connection.

Connect Interactive Brokers with Read and act, Read only and Operate on its own, with the real-money warning — Choose access before going to IBKR

How it connects

Add Interactive Brokers to the agent. Open Connect your Interactive Brokers and choose what it may do:

Option	What it allows
Read only	Look at your account and the market without changes.
Read and act	Also prepare orders you review and send yourself in IBKR, alerts and watchlists.
Operate on its own	Also send, change and cancel real stock and option orders without approving each in IBKR.

Then sign in with your IBKR user and authorize: no keys to copy. The login says the app isn’t verified by IBKR. Return to the chat so the agent can check the connection.

Operate on its own uses real money and a trade can’t be undone. Choose it only if you want to authorize that autonomy. IBKR doesn’t enable it for every account yet: if it doesn’t grant that permission, the agent acts with your OK.

Examples

“Summarize my portfolio and today’s P&L.”
“Tell me if this stock reaches the price I give you.”
“Prepare this order for me to review in IBKR.”

Limits and disconnecting

Quotes and trading depend on your account’s permissions and what IBKR enables. Read and act differs from Operate on its own: check the access granted. To disconnect, remove the plugin and revoke its authorization in IBKR.