Enables AI clients to track investment portfolios by retrieving positions, calculating profit and loss, and refreshing price data via Yahoo Finance. It allows users to monitor overall performance and query specific ticker details through natural language interactions.
Connects Claude AI to Interactive Brokers accounts to enable real-time portfolio tracking, position management, and historical market data retrieval. It also integrates financial news and sentiment analysis from multiple sources, including Finnhub and IB native feeds.
A read-only MCP server that exposes Interactive Brokers and Moomoo brokerage accounts as tools, enabling natural-language queries across positions, trade history, realized P&L, and sector exposure in one merged view.