IB Analytics MCP Server

--- description: Comprehensive investment strategy combining portfolio and market analysis with actionable plans allowed-tools: Task argument-hint: [--save] --- Generate comprehensive investment strategy by integrating portfolio analysis with market analysis to create unified, actionable recommendations. **Performance Optimization**: Uses **batched sub-agent execution** with Top 5 holdings focus, achieving **6-8 minute completion** (2+ minute safety margin). ## Task Delegate to the **strategy-coordinator** subagent to orchestrate comprehensive investment strategy development. ### Command Usage ```bash /investment-strategy # Generate strategy /investment-strategy --save # Generate and save to file ``` ### What This Command Does The **strategy-coordinator** subagent will: **1. Portfolio Analysis** (2 min) - Load latest portfolio data via MCP - Analyze CONSOLIDATED metrics across ALL accounts - Identify top 5 holdings by value - Assess asset allocation and concentration risks **2. 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) * Market sentiment (news headlines, options market indicators) * Trading recommendations (BUY/SELL/HOLD with specific prices) * Risk assessment and conviction scoring - Remaining holdings: brief portfolio-based recommendations only **3. Strategy Synthesis** (2-3 min) - Integrate portfolio metrics with market analysis - Generate streamlined report (~4K tokens vs 15K+ old format): * Executive summary (key findings only) * Top 5 holdings with detailed recommendations * Remaining holdings with brief notes * Portfolio-level strategy (allocation, tax, risk) * Prioritized action plan (urgent, high, medium priority) * Expected outcomes **Total Time**: 6-8 minutes (safe 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: 1. Portfolio Analysis: - Call analyze_consolidated_portfolio MCP tool directly - Extract top 5 holdings by value for detailed analysis - Note asset allocation and concentration risks 2. Market Analysis (Batched): - Launch 5 market-analyst subagents in parallel (single message, multiple Task calls) - Analyze TOP 5 HOLDINGS ONLY - Request focused analysis (target ~800 tokens each, max 1,200): * Technical analysis (RSI, MACD, trends, support/resistance) * Market sentiment (news headlines, options market indicators) * Trading recommendations (BUY/SELL/HOLD with specific prices) * Options strategy (if applicable) * Risk assessment and conviction score (1-10) 3. Strategy Synthesis: - Generate streamlined report following your defined format - Top 5 holdings: detailed recommendations - Remaining holdings: 1-line summaries - Portfolio-level strategy: allocation, tax, risk management - Action plan: prioritized by urgency 4. Expected Output: - Executive summary (3-5 bullets for strengths/concerns) - Position-by-position recommendations (detailed for top 5) - Portfolio-level strategy (allocation, tax optimization, risk management) - 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) - Top 5 Holdings - Detailed Recommendations (~1,500 tokens) - Remaining Holdings - Brief Notes (~500 tokens) - Portfolio-Level Strategy (~800 tokens) - Prioritized Action Plan (~400 tokens) - Expected Outcomes (~300 tokens) **Total**: ~4,000 tokens (70% reduction from old format) ### Output Saving If `--save` flag provided, save strategy to: ``` data/processed/investment_strategy_YYYY-MM-DD.txt ``` ### Use Cases **Quarterly Portfolio Review**: ```bash /investment-strategy ``` Get comprehensive strategy update with top holdings focus. **After Major Market Move**: ```bash /investment-strategy ``` Reassess top positions and adjust strategy. **Tax Planning Season**: ```bash /investment-strategy --save ``` Generate and save strategy with tax optimization. **New Capital to Deploy**: ```bash /investment-strategy ``` Identify best opportunities for allocation. ### Performance Benefits **Old Design** (Before Optimization): - Analyzed all 15 holdings in detail - 15+ minutes runtime → timeout - 15K+ token output - ❌ Failed to complete **New Design** (Optimized): - Analyzes top 5 holdings in detail - 6-8 minutes runtime ✓ - ~4K token output - ✅ Reliable completion ### 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**: - **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) **❌ 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 | |----------|-----------|-----------|------|---------|----------------| | 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.