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Connect IBKR to AI for quotes, portfolio analysis, and safer trading.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "ibkr-mcp-server" yet — see the docs or source repo.
Read my IBKR holdings and performance history, analyze risk exposure by asset class, region, and sector, and identify any overconcentrated positions.
A portfolio analysis summary with risk breakdown, concentration warnings, and optimization suggestions.
Fetch the latest quotes, 30-day trends, and valuation metrics for AAPL, MSFT, and NVDA, then compare them in a table.
A structured result with live quotes, trend summaries, and key metric comparisons.
Before placing an order to buy 100 shares of VOO, check my available funds, existing positions, trading risks, and possible duplicate orders, then give an execution recommendation.
A trade recommendation with safety check results, explaining whether execution is appropriate and why.
Connect to Interactive Brokers for trading, account management, and market data.
Access Interactive Brokers market data, positions, and account info read-only.
Connect to Interactive Brokers for algo trading, market data, orders, and risk analysis.
Connect IBKR account, positions, orders, and market snapshots to AI assistants.
Access read-only Interactive Brokers market, news, fundamentals, and account data.
Access IBKR account data, research markets, check risk, and preview orders.