IB Portfolio Tracker MCP Server

IB Portfolio Tracker - MCP Server

An MCP (Model Context Protocol) server that connects Claude AI to your Interactive Brokers account for real-time portfolio tracking, financial news, and sentiment analysis.

What Can You Do?

Once set up, you can ask Claude things like:

• "What's my portfolio value?"
• "Show my positions with P&L"
• "Give me a full news analysis for NVDA" (combines IB + Finnhub + sentiment)
• "What's the sentiment around Tesla?"
• "Show historical data for SPY"
• "What news providers are available from IB?"

All responses come directly from your Interactive Brokers account, IB news feeds (Reuters, Dow Jones, etc.), and optionally Finnhub API.

Quick Start

Prerequisites

• macOS, Linux, or Windows
• Python 3.10+ installed
• Interactive Brokers account
• Claude Desktop or Claude Code (VS Code)

Step 1: Download IB Gateway

IB Gateway is a lightweight app that allows API access to your IBKR account.

1. Download from: https://www.interactivebrokers.com/en/trading/ibgateway-stable.php
2. Install and log in with your IBKR credentials
3. Configure API settings:
   • Go to Configure → Settings → API → Settings
   • Set Socket port to 4001
   • Check Read-Only API (recommended for safety)
4. Keep IB Gateway running whenever you want to use the portfolio features

Note: IBKR Desktop app does NOT support API connections. You need IB Gateway or TWS.

Step 2: Get a Finnhub API Key (Optional)

Finnhub provides additional news and social sentiment data. This is optional - IB native news works without it.

1. Sign up at: https://finnhub.io/register
2. Copy your API key from the dashboard
3. Free tier: 60 requests/minute (plenty for personal use)

Step 3: Install the MCP Server

# Clone or download this repository
git clone https://github.com/vinbg/ib-mcp-server.git
cd ib-mcp-server

# Run the setup script
# Mac/Linux:
chmod +x setup.sh
./setup.sh

# Windows:
setup.bat

The setup script will:

• Create a Python virtual environment
• Install all dependencies
• Guide you through configuration
• Test your connections

Step 4: Configure Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "ib-portfolio": {
      "command": "/FULL/PATH/TO/ib-mcp-server/.venv/bin/python",
      "args": ["-m", "ib_mcp.server"],
      "cwd": "/FULL/PATH/TO/ib-mcp-server"
    }
  }
}

Replace /FULL/PATH/TO/ with your actual path!

Then restart Claude Desktop (Cmd+Q, then reopen).

Optional: Add LunarCrush for Crypto Sentiment

LunarCrush provides social sentiment data for cryptocurrencies. To add it alongside this server:

1. Get an API key at: https://lunarcrush.com/developers
2. Add to your Claude Desktop config:

{
  "mcpServers": {
    "ib-portfolio": {
      "command": "/FULL/PATH/TO/ib-mcp-server/.venv/bin/python",
      "args": ["-m", "ib_mcp.server"],
      "cwd": "/FULL/PATH/TO/ib-mcp-server"
    },
    "LunarCrush": {
      "type": "http",
      "url": "https://lunarcrush.ai/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_LUNARCRUSH_API_KEY"
      }
    }
  }
}

Now you can ask Claude about crypto social sentiment alongside your IBKR portfolio!

Available Tools (22 total)

Comprehensive News (RECOMMENDED)

Portfolio Tools (requires IB Gateway)

Market Data Tools (requires IB Gateway)

IB Native News Tools (requires IB Gateway)

Finnhub News & Sentiment Tools (requires Finnhub API)