MCP server for Interactive Brokers that provides account, portfolio, market data, and risk analysis tools to MCP hosts like Claude Desktop, enabling natural language queries about positions, market regime, and position sizing without placing orders.
A read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.
An MCP server that enables interaction with Interactive Brokers TWS/Gateway via natural language for portfolio management and market data retrieval. It provides tools for account summaries, historical data, and a secure two-step confirmation process for placing and canceling orders.
Read-only MCP server that connects LLMs to personal investment accounts (Toss Securities, KIS), market data, SEC filings, and Binance futures for context-aware investment responses.
An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.
