How to use Claude for stock research and trading – IBKR

Explore how Claude can work alongside Interactive Brokers tools to research market scenarios, analyze portfolio exposure, and prepare example orders for review. In this video, we test a hypothesis around potential Federal Reserve interest rate changes heading into Q1 2027. Using Claude, we explore how a hypothetical 50-basis-point rate increase or decrease could affect a portfolio and identify areas that may be more sensitive to changing rates. The goal is to demonstrate how AI can help organize research, explore investment hypotheses, and streamline parts of the trading workflow while keeping the investor in control. AI-generated information should always be reviewed carefully and used as a starting point for research. Historical performance does not predict future results, and investment decisions remain the responsibility of the investor. Open an account at Interactive Brokers: https://ndcdyn.interactivebrokers.com/mkt/?src=promoClaudePGAcc&url=%2FUniversal%2FApplication&utm_ibsource=promoClaudePGAcc Interactive Brokers LLC – Member SIPC. AI integrations are provided by third parties. IBKR does not verify or endorse content generated by AI platforms. Investing involves risk, including possible loss of principal.