IB Portfolio Tracker

v1.0.0Finance & Fintechstable

Connects Claude AI to Interactive Brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. It also integrates financial news and sentiment analysis from multiple sources, including Finnhub an

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What is IB Portfolio Tracker?

IB Portfolio Tracker is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to connects claude ai to interactive brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. it also integrates financial news and sentiment an...

Connects Claude AI to Interactive Brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. It also integrates financial news and sentiment analysis from multiple sources, including Finnhub an

This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

  • Connects Claude AI to Interactive Brokers accounts to enable

Use Cases

Track Interactive Brokers portfolios in real-time.
Manage positions and retrieve historical market data.
vinbg

Maintainer

LicenseMIT License
Languagetypescript
Versionv1.0.0
UpdatedN/A
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

Installation

Manual Installation

npx ib-portfolio-tracker-mcp-server

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

Frequently Asked Questions about IB Portfolio Tracker

What is IB Portfolio Tracker?

IB Portfolio Tracker is a Model Context Protocol (MCP) server that connects claude ai to interactive brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. it also integrates financial news and sentiment analysis from multiple sources, including finnhub an It connects AI assistants to external tools and data sources through a standardized interface.

How do I install IB Portfolio Tracker?

Follow the installation instructions on the IB Portfolio Tracker GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with IB Portfolio Tracker?

IB Portfolio Tracker works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is IB Portfolio Tracker free to use?

Yes, IB Portfolio Tracker is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.

Browse More Finance & Fintech MCP Servers

Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.

Quick Config Preview

{ "mcpServers": { "ib-portfolio-tracker-mcp-server": { "command": "npx", "args": ["-y", "ib-portfolio-tracker-mcp-server"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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