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Connect your Schwab account to LLMs for portfolio monitoring and market data.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Schwab MCP Server" yet — see the docs or source repo.
After connecting my Schwab account, summarize my current holdings, allocation percentages, daily P&L, and total asset changes in a table.
A clear portfolio overview table with holdings, allocation, P&L, and asset change summaries.
Get the latest price, percentage change, and volume for AAPL, MSFT, and NVDA, then briefly compare their performance today.
Returns current market data for each stock with a short comparative performance analysis.
Analyze whether my Schwab portfolio has sector or single-stock concentration risk, and identify the positions needing the most attention.
Provides a concentration risk assessment and highlights high-risk positions with reasons to watch them.
Access Scalable Capital broker data for holdings, transactions, quotes, and analytics.
Connect IBKR account, positions, orders, and market snapshots to AI assistants.
Connect Claude to Interactive Brokers for trading, account access, and market analysis.
Connect to IBKR TWS to fetch account, portfolio, and live market data.
Access financial data and analysis tools for faster research and modeling.
Access Interactive Brokers market data, positions, and account info read-only.