ibkr-portfolio-mcp

suchi-thamarai/ibkr-portfolio-mcp

3.2

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The IBKR Portfolio MCP Server provides AI agents with access to Interactive Brokers account data, enabling real-time portfolio monitoring and trading capabilities.

Tools

Functions exposed to the LLM to take actions

get_account_summary

Account balance, buying power, margin

get_positions

Current holdings with quantities and costs

get_portfolio

Full portfolio with real-time P&L

get_open_orders

Active orders and their status

get_market_data

Historical OHLCV bars for any symbol

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources