IB Analytics MCP Server

--- description: Comprehensive investment strategy combining portfolio and market analysis with actionable plans allowed-tools: Task argument-hint: [--profile growth|income|preservation|balanced] [--horizon short|medium|long] [--save] --- Generate comprehensive investment strategy by integrating portfolio analysis with market analysis to create unified, actionable recommendations. **New Features**: - **Investment Profiles**: Customize recommendations for growth, income, preservation, or balanced objectives - **Investment Horizons**: Adjust strategy for short (1-2yr), medium (3-5yr), or long (10+yr) time frames - **Market Context**: Includes macro sentiment (SPY/QQQ) and sector-level analysis **Performance Optimization**: Uses **batched sub-agent execution** with Top 5 holdings focus, achieving **8-10 minute completion** (1+ minute safety margin). ## Task Delegate to the **strategy-coordinator** subagent to orchestrate comprehensive investment strategy development. ### Command Usage ```bash # Basic (defaults: balanced profile, long horizon) /investment-strategy # With investment profile /investment-strategy --profile growth # Growth-focused (stocks 70-80%) /investment-strategy --profile income # Income-focused (dividends, bonds) /investment-strategy --profile preservation # Capital preservation (low risk) /investment-strategy --profile balanced # Balanced (default) # With investment horizon /investment-strategy --horizon short # 1-2 years /investment-strategy --horizon medium # 3-5 years /investment-strategy --horizon long # 10+ years # Combined options /investment-strategy --profile growth --horizon long --save ``` ### Investment Profiles | Profile | Stocks | Bonds | Cash | Focus | |---------|--------|-------|------|-------| | `growth` | 70-80% | 10-20% | 5-10% | Capital gains, tech, emerging markets | | `income` | 40-50% | 30-40% | 10-20% | Dividends, yields, stability | | `preservation` | 20-30% | 40-50% | 20-30% | Principal protection, low volatility | | `balanced` | 50-60% | 20-30% | 15-25% | Diversification, moderate risk | ### Investment Horizons | Horizon | Time | Stock Emphasis | Volatility | Preferred Assets | |---------|------|----------------|------------|------------------| | `short` | 1-2 yr | Lower | Low | IB01, short bonds, dividends | | `medium` | 3-5 yr | Moderate | Medium | Index ETFs, balanced | | `long` (default) | 10+ yr | Higher | High | Growth stocks, STRIPS, EM | ### What This Command Does The **strategy-coordinator** subagent will: **1. Portfolio Analysis + Macro Context** (2 min, parallel) - Load latest portfolio data via MCP - Analyze CONSOLIDATED metrics across ALL accounts - Identify top 5 holdings by value - Assess asset allocation and concentration risks - **Analyze macro sentiment** (SPY/QQQ news and sentiment) **2. Sector Sentiment Analysis** (30 sec) - Analyze sentiment for relevant sectors (Tech, Financials, Healthcare, Bonds) - Map sector trends to portfolio holdings - Identify sector-level opportunities and risks **3. Market Analysis** (3.5 min) - Analyze **TOP 5 HOLDINGS ONLY** with comprehensive market analysis - Launch 5 market-analyst instances in parallel - Each holding receives: * Technical analysis (RSI, MACD, trends, support/resistance) * **Sentiment score and key news** (new!) * Trading recommendations (BUY/SELL/HOLD with specific prices) * Risk assessment and conviction scoring - Remaining holdings: brief portfolio-based recommendations only **4. Strategy Synthesis** (2 min) - Integrate portfolio metrics with market analysis - **Apply profile and horizon preferences** (new!) - Generate streamlined report (~5K tokens): * Executive summary (key findings only) * **📰 Market Context** (macro + sector sentiment, new!) * Top 5 holdings with detailed recommendations + sentiment * Remaining holdings with brief notes * Portfolio-level strategy (allocation, tax, risk) * Prioritized action plan (urgent, high, medium priority) * Expected outcomes **Total Time**: 8-10 minutes (within 10 min limit) ## Data Integrity Protection **Pre-Execution Validation** (Automatic): The strategy-coordinator subagent will: 1. Verify MCP server connectivity 2. Confirm `analyze_consolidated_portfolio` tool is available 3. Validate portfolio data has > 0 positions 4. If ANY check fails → Return error, ABORT analysis **Abort Conditions** (Analysis will not proceed if): - MCP server unavailable - No XML files in `data/raw/` AND credentials not configured - Portfolio analysis returns 0 accounts or 0 positions - Any MCP tool returns critical error **Error Response Template**: ``` ❌ INVESTMENT STRATEGY ABORTED Reason: [specific error from MCP or sub-agent] Tool Failed: [tool name if applicable] Data Source: [FAILED / UNAVAILABLE] Recovery Steps: 1. Check MCP server status: /mcp-status 2. Verify credentials: Ensure .env has QUERY_ID and TOKEN 3. Fetch latest data: /fetch-latest 4. Retry: /investment-strategy ⚠️ CRITICAL: Investment recommendations require accurate, real-time data. Analysis cannot proceed with missing, stale, or synthetic data. Alternative: Try focused analysis commands - /optimize-portfolio (portfolio analysis only) - /analyze-symbol SYMBOL (individual stock analysis) ``` ### Delegation Instructions ``` Use the strategy-coordinator subagent to generate investment strategy: Please orchestrate the following: **Parse Arguments**: - Extract --profile from arguments (default: balanced) - Extract --horizon from arguments (default: long) - Extract --save flag if present 1. Portfolio Analysis + Macro Context (parallel): - Call analyze_consolidated_portfolio MCP tool directly - Call analyze_market_sentiment("SPY", sources="composite") for macro context - Call get_stock_news("SPY", limit=5) for market headlines - Extract top 5 holdings by value for detailed analysis - Note asset allocation and concentration risks 2. Sector Sentiment Analysis: - Analyze sentiment for sectors relevant to portfolio holdings - Map to: Technology (QQQ), Financials (XLF), Healthcare (XLV), Bonds (TLT) 3. Market Analysis (Batched): - Launch 5 market-analyst subagents in parallel (single message, multiple Task calls) - Analyze TOP 5 HOLDINGS ONLY - Request focused analysis (target ~700 tokens each): * Technical analysis (RSI, MACD, trends, support/resistance) * Sentiment score and key news (CRITICAL: use analyze_market_sentiment) * Trading recommendations (BUY/SELL/HOLD with specific prices) * Options strategy (if applicable) * Risk assessment and conviction score (1-10) 4. Strategy Synthesis: - Apply investment profile: [profile from arguments] - Apply investment horizon: [horizon from arguments] - Generate streamlined report following your defined format - Include 📰 MARKET CONTEXT section with macro + sector sentiment - Top 5 holdings: detailed recommendations with sentiment - Remaining holdings: 1-line summaries - Portfolio-level strategy: allocation, tax, risk management (adjusted for profile/horizon) - Action plan: prioritized by urgency 5. Expected Output: - Executive summary with profile/horizon context - 📰 Market Context (macro sentiment + sector breakdown) - Position-by-position recommendations (detailed for top 5, with sentiment) - Portfolio-level strategy (adjusted for profile and horizon) - Prioritized action plan (urgent/high/medium priority) - Expected outcomes (quantified improvements) $ARGUMENTS ``` ### Output Format See `.claude/agents/strategy-coordinator.md` for complete streamlined output format. **Key Sections**: - Executive Summary (~500 tokens) - includes profile/horizon context - **📰 Market Context** (~600 tokens) - macro + sector sentiment (NEW!) - Top 5 Holdings - Detailed Recommendations (~1,750 tokens) - includes sentiment - Remaining Holdings - Brief Notes (~500 tokens) - Portfolio-Level Strategy (~800 tokens) - adjusted for profile/horizon - Prioritized Action Plan (~400 tokens) - Expected Outcomes (~300 tokens) **Total**: ~4,850 tokens (optimized format with market context) ### Output Saving If `--save` flag provided, save strategy to: ``` data/processed/investment_strategy_YYYY-MM-DD.txt ``` ### Use Cases **Quarterly Portfolio Review** (Balanced): ```bash /investment-strategy ``` Get comprehensive strategy update with top holdings focus. **Growth-Focused Long-Term Investor**: ```bash /investment-strategy --profile growth --horizon long ``` Maximize capital appreciation, accept higher volatility. **Retirement Income Focus**: ```bash /investment-strategy --profile income --horizon medium ``` Prioritize dividends and yields, moderate risk. **Capital Preservation (Near-Term Goals)**: ```bash /investment-strategy --profile preservation --horizon short ``` Protect principal, minimize volatility. **After Major Market Move**: ```bash /investment-strategy ``` Reassess top positions with current market sentiment. **Tax Planning Season**: ```bash /investment-strategy --save ``` Generate and save strategy with tax optimization. **New Capital to Deploy**: ```bash /investment-strategy --profile growth ``` Identify best growth opportunities for new capital. ### Performance Benefits **Old Design** (Before Optimization): - Analyzed all 15 holdings in detail - 15+ minutes runtime → timeout - 15K+ token output - No market context - ❌ Failed to complete **Current Design** (Optimized with Market Context): - Analyzes top 5 holdings in detail - **Includes macro + sector sentiment** (new!) - **Profile and horizon customization** (new!) - 8-10 minutes runtime ✓ - ~5K token output - ✅ Reliable completion with rich context ### Integration This is the **master strategy command** that: 1. Coordinates portfolio and market perspectives 2. Provides actionable, prioritized recommendations 3. Considers performance, taxes, risks, market conditions 4. Completes reliably within timeout constraints ### Feature Scope **✅ What This Command Analyzes**: - **Macro Environment**: SPY/QQQ sentiment, Fed policy news, market themes - **Sector Sentiment**: Tech, Financials, Healthcare, Bonds trends - **Top 5 Holdings**: Full technical + sentiment + news + options analysis - **Remaining Holdings**: Brief recommendations based on portfolio data - **Portfolio-Level**: Asset allocation, tax optimization, risk management - **Action Plan**: Prioritized by urgency (urgent/high/medium) - **Profile/Horizon**: Customized recommendations based on investor preferences **❌ What This Command Does NOT Analyze**: - Holdings outside Top 5 (no detailed technical/sentiment analysis) - Symbols not in your portfolio (use `/analyze-symbol` instead) - Comparison of alternative investments (use `/compare-etf` instead) **📊 Analysis Depth by Position**: | Position | Technical | Sentiment | News | Options | Recommendation | |----------|-----------|-----------|------|---------|----------------| | Macro (SPY) | ❌ | ✅ Full | ✅ Yes | ❌ | ✅ Context | | Sectors | ❌ | ✅ Brief | ❌ | ❌ | ✅ Impact | | Top 1-5 | ✅ Full | ✅ Full | ✅ Yes | ✅ Yes | ✅ Detailed | | Top 6+ | ❌ None | ❌ None | ❌ No | ❌ No | ⚠️ Brief only | ### Important Limitations **Limit Order Recommendations**: - This command provides **general direction** (e.g., "consider adding CSPX") - It does **NOT** provide specific limit prices or order quantities - For precise entry/exit prices, use `/analyze-symbol SYMBOL` on the specific stock **Example Workflow**: ```bash # Step 1: Get overall strategy /investment-strategy # Output: "Consider adding S&P 500 exposure (CSPX)" # Step 2: Get specific entry prices for new investments /analyze-symbol SPY # or CSPX # Output: "Entry: $713-716, Stop: $707, Target: $724-737" ``` **Why This Design**: - `/investment-strategy` focuses on portfolio-level decisions - `/analyze-symbol` focuses on precise trade execution - Combining both gives optimal results ### Related Commands For focused analysis: - `/analyze-symbol SYMBOL` - Individual stock deep dive with precise entry/exit prices - `/options-strategy SYMBOL` - Options-focused analysis - `/optimize-portfolio` - Portfolio optimization only - `/tax-report` - Tax-focused analysis only ### Troubleshooting **If command times out**: - Try individual commands instead: ```bash /optimize-portfolio # Portfolio analysis /analyze-symbol 9433.T # Top holding /analyze-symbol INDA # Second holding ``` **If output is too long**: - strategy-coordinator will automatically prioritize top 3 holdings - Remaining holdings get 1-line summaries **If market analysis fails**: - strategy-coordinator falls back to portfolio data only - Will note "[Analysis unavailable - using portfolio data]" The **strategy-coordinator** subagent orchestrates the entire process, ensuring efficient, actionable investment strategy generation.