IBKR Portfolio Builder

About IBKR Portfolio Builder

Use IBKR Portfolio Builder with your agent

claude mcp add --transport http ibkr-portfolio-builder https://{ibkr_mcp_host}/mcp

{
  "mcpServers": {
    "ibkr-portfolio-builder": {
      "url": "https://{ibkr_mcp_host}/mcp"
    }
  }
}

Frequently asked questions

What is IBKR Portfolio Builder?

IBKR Portfolio Builder is an MCP (Model Context Protocol) server by adwiteeymauriya in the Search category. Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.

How do I connect IBKR Portfolio Builder to Claude, Cursor, or another MCP client?

IBKR Portfolio Builder is a remote MCP server — add its endpoint (https://{ibkr_mcp_host}/mcp) to your client's MCP configuration (for example with "claude mcp add", or under "mcpServers" in Cursor's mcp.json) and restart the client.

Is IBKR Portfolio Builder open source?

Yes — the source code is public at github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp, with 15 GitHub stars.

Can AI agents pay to use IBKR Portfolio Builder?

Not yet through Loomal — IBKR Portfolio Builder is listed as a free directory entry. If its maintainer verifies ownership, they can set per-call USDC pricing that agents pay over x402, with settlement on Base.