ibkr-portfolio-builder-mcp
Active·★ 19·MIT·Updated 2026-06-08
This is a remote MCP server designed for top-down portfolio construction using Interactive Brokers, specifically built to integrate with LLMs like Claude.ai. It provides a rich research vocabulary including a typed scan catalog and market data, enabling LLMs to perform sophisticated financial analysis and strategy generation.
#Interactive Brokers#Portfolio Construction#LLM Connector#Financial API#Market Data#Python#Docker#Trading Strategy
01
Features
01Typed Scan Catalog with 468 IBKR scan codes across 16 categories and 28 strategy tags.
02Inverse Pair Links for easy strategy polarity flipping (e.g., HIGH_X ↔ LOW_X).
03Per-scan Instrument Map indicating applicable instrument types (STK, ETF, OPT, BOND).
04News and Screeners integrated into a single tool surface for contextual analysis.
05Two authentication modes: OAuth 2.1 for Claude.ai and static bearer token for other clients.
02
Compatibility
Python
Runtime
Verified via docs
Docker
Deployment
Verified via docs
Interactive Brokers
Service
Verified via docs
Claude.ai
Integration
Verified via docs
03
Quick start
1
$ cp .env.example .env
2
$ docker compose up -d
04
Use cases
↳LLM-driven top-down portfolio construction by picking sectors/strategies, running scans, and cross-referencing news.
↳Integrating advanced financial research workflows into AI assistants like Claude.ai.
↳Automated discovery and analysis of investment opportunities based on macro theses and specific criteria.
↳Running complex market scans and filtering results with LLMs, avoiding manual API interactions.
↳Combining real-time news with screener results for timely investment candidate narrowing.
05
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