Last verified
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Tools exposed
- get_account_balances
- get_account_positions
- get_account_summary
- get_order_instructions
- get_orders
- get_portfolio_allocation
- get_price_history
- get_price_snapshot
- get_trades
- search_contracts
Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, “Buy 100 shares of AAPL at a limit of $200” — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.