IB Analytics MCP Server

--- description: Comprehensive symbol analysis (stocks, ETFs, crypto, forex) with technical, fundamental, and options market analysis allowed-tools: Task argument-hint: symbol --- Perform comprehensive analysis of any tradable symbol including technical analysis, fundamental data, options market analysis, and trading recommendations. Supports: Stocks, ETFs, Cryptocurrencies, Forex pairs ## Task Delegate to the **market-analyst** subagent to provide deep stock analysis and actionable trading recommendations. ### Command Usage ```bash /analyze-symbol AAPL # Stock /analyze-symbol VOO # ETF /analyze-symbol BTC-USD # Cryptocurrency /analyze-symbol USDJPY=X # Forex ``` ### Analysis Components The **market-analyst** subagent will provide: **1. Multi-Timeframe Technical Analysis** - Daily timeframe (short-term trading) - Weekly timeframe (medium-term trend) - Monthly timeframe (long-term context) - Timeframe confluence analysis - Support/resistance levels - Entry/exit signals with specific prices **2. Current Market Data** - Real-time price and volume - 52-week high/low - Market cap and key metrics - Intraday trading range **3. Fundamental Overview** - Company/fund information - Business description - Sector and industry - Key financial metrics (P/E, dividend yield, etc.) **4. Options Market Analysis (if applicable)** - IV environment (IV Rank, IV Percentile) - Options Greeks analysis - Max Pain calculation - Put/Call ratio - Options strategy recommendations **5. News and Catalysts** - Recent news headlines - Sentiment analysis - Upcoming events (earnings, dividends) **6. Trading Recommendation** - Buy/Sell/Hold rating - Conviction level (1-10) - Specific entry prices - Stop loss levels - Price targets - Risk/reward ratio ### Delegation Instructions ``` Use the market-analyst subagent to analyze $ARGUMENTS: Please provide comprehensive stock analysis including: 1. Multi-timeframe technical analysis (daily, weekly, monthly) 2. Current price and fundamental overview 3. Options market analysis with IV metrics and Greeks 4. Market sentiment analysis (news, options, technical composite) - Use `analyze_market_sentiment` with sources="composite" for multi-source sentiment 5. Recent news and catalysts 6. Specific trading recommendation with: - Buy/Sell/Hold rating - Entry price zone - Stop loss level - Price targets - Risk/reward analysis - Conviction level (1-10) Format the output as a comprehensive stock analysis report. ``` ### Expected Output Format ``` === Stock Analysis: [SYMBOL] === Generated: [DATE TIME] Current Price: $XXX.XX ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📊 MARKET DATA ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Current Price: $XXX.XX Day Range: $XXX.XX - $XXX.XX 52-Week Range: $XXX.XX - $XXX.XX Volume: X.XXM (Avg: X.XXM) Market Cap: $XXXB Company: [Company Name] Sector: [Sector] Industry: [Industry] Dividend Yield: X.XX% P/E Ratio: XX.XX ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📈 MULTI-TIMEFRAME TECHNICAL ANALYSIS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Daily (Short-Term): [BULLISH/NEUTRAL/BEARISH] Signal: [BUY/HOLD/SELL] Trend: [Description] RSI: XX.XX ([Oversold/Neutral/Overbought]) MACD: [Bullish/Bearish] [crossover/divergence] Support: $XXX.XX Resistance: $XXX.XX Key Levels: - Strong Support: $XXX.XX - Support: $XXX.XX - Current: $XXX.XX - Resistance: $XXX.XX - Strong Resistance: $XXX.XX Weekly (Medium-Term): [BULLISH/NEUTRAL/BEARISH] Signal: [BUY/HOLD/SELL] Trend: [Description] Above SMA50: [Yes/No] Trend Strength: [Strong/Moderate/Weak] Monthly (Long-Term): [BULLISH/NEUTRAL/BEARISH] Signal: [BUY/HOLD/SELL] Trend: [Description] Long-term Context: [Description] Timeframe Confluence: [HIGH/MEDIUM/LOW] (X/3) [Interpretation of timeframe alignment] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚡ OPTIONS MARKET ANALYSIS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ IV Environment: Current IV: XX.XX% IV Rank: XX.XX ([High/Medium/Low]) IV Percentile: XX.XX Strategy Recommendation: [Sell premium / Buy premium] strategies preferred Greeks (ATM, XX DTE): Delta: X.XX Gamma: X.XXXX Theta: -$X.XX/day Vega: $X.XX Max Pain Analysis: Max Pain Strike: $XXX.XX Current vs Max Pain: $XX.XX ([above/below]) Interpretation: [Bullish/Bearish/Neutral] pressure Put/Call Ratio: X.XX ([Bullish/Neutral/Bearish]) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📰 NEWS & CATALYSTS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Recent Headlines: • [Headline 1] - [Sentiment] • [Headline 2] - [Sentiment] • [Headline 3] - [Sentiment] Overall Sentiment: [POSITIVE/NEUTRAL/NEGATIVE] Upcoming Events: • [Event]: [Date] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🎯 TRADING RECOMMENDATION ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Rating: [BUY / SELL / HOLD] Conviction: [HIGH/MEDIUM/LOW] (X/10) Time Horizon: [Short-term / Medium-term / Long-term] Entry Strategy: Entry Zone: $XXX.XX - $XXX.XX Preferred Entry: $XXX.XX Risk Management: Stop Loss: $XXX.XX Risk per Share: $X.XX Profit Targets: Target 1 (50%): $XXX.XX (+X.X%) Target 2 (50%): $XXX.XX (+XX.X%) Risk/Reward: 1:X.X Position Sizing: Suggested: X% of portfolio Risk: X% of portfolio value Rationale: [Detailed explanation combining technical, fundamental, and market factors] Key Factors: ✅ [Positive factor 1] ✅ [Positive factor 2] ⚠️ [Risk factor 1] ⚠️ [Risk factor 2] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📋 EXECUTION PLAN ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ For BUY Recommendation: 1. Set limit order at $XXX.XX (preferred entry) 2. Set stop loss at $XXX.XX upon fill 3. Take 50% profit at $XXX.XX 4. Trail stop for remaining 50% to $XXX.XX For SELL Recommendation: 1. Sell at market or limit $XXX.XX 2. [Consider options hedge if needed] 3. [Tax implications if applicable] Alternative Strategy: [Options strategy if applicable - e.g., covered calls, cash-secured puts] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ RISK WARNINGS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ - This is not financial advice - do your own research - Markets are volatile - prices can move against you - Options trading involves substantial risk - Always use stop losses and position sizing - Review your risk tolerance before executing ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ``` ### Use Cases **Before Buying a Stock**: ```bash /analyze-symbol AAPL ``` Get complete analysis to determine if this is a good entry point. **Evaluating Current Holdings**: ```bash /analyze-symbol VOO ``` Check if you should hold, add to, or trim your position. **Finding Entry Points**: ```bash /analyze-symbol MSFT ``` Identify support levels and optimal entry zones. **Options Trading Setup**: ```bash /analyze-symbol SPY ``` Analyze IV environment and options strategies. ### Error Handling **If symbol not provided**: ``` Error: Please provide a symbol. Usage: /analyze-symbol SYMBOL Examples: /analyze-symbol AAPL /analyze-symbol BTC-USD /analyze-symbol USDJPY=X ``` **If invalid symbol**: ``` Error: Symbol "$ARGUMENTS" not found or has no data available. Please check the symbol and try again. ``` ### Integration with Other Commands This command provides market analysis. Combine with: - `/optimize-portfolio` - For portfolio-level decisions - `/investment-strategy` - For comprehensive strategy including portfolio context - `/options-strategy SYMBOL` - For detailed options strategy analysis The **market-analyst** subagent will provide professional-grade analysis using all available technical analysis and options market tools.