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Build portfolios with top-down IBKR screeners, strategy tags, news, and account access.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "IBKR Portfolio Builder" MCP server from askskill:
Run: claude mcp add --transport http 'io-github-adwiteeymauriya-ibkr-portfolio-builder-mcp' 'https://{ibkr_mcp_host}/mcp'Using IBKR Portfolio Builder, find screeners suitable for a value investing strategy and summarize the stock or ETF types worth focusing on.
A list of value-investing-related screeners, relevant asset directions, and brief screening logic.
Use the screeners tagged with news to identify sectors recently affected by macro news and suggest how to adjust my current portfolio weights.
A summary of impacted sectors, key risks and opportunities, and portfolio adjustment suggestions.
Using my IBKR account holdings, analyze the style exposure of my current portfolio with relevant screeners and suggest additions or diversification ideas.
An analysis of portfolio style exposure, concentration risk warnings, and suggested diversification directions.
Manage portfolios, fetch market data, scan markets, and place trades across brokers.
Turn plain-English strategies into quant research with screening, backtests, and factor analysis.
Query IBKR data, inspect accounts, and place orders safely.
Connect IBKR account, positions, orders, and market snapshots to AI assistants.
Research global stocks, analyze valuation signals, and track portfolios in one place.
Aggregate stock data and execute trades for research and analysis.