Interactive Brokers (IBKR)
Trade, invest, analyze, and manage global markets
Add to Claude (opens in new tab)Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.
Tools
- get_account_balances
- get_account_positions
- get_account_summary
- get_order_instructions
- get_orders
- get_portfolio_allocation
- get_price_history
- get_price_snapshot
- get_trades
- search_contracts
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Inspect autonomous payments before execution and independently verify evidence afterward.
Finance answers, where you need them.
(Beta) Categorize bank transactions, reconcile accounts, send invoices, and run reports with Quickbooks in Claude.
Explore your financial data through conversation
Payment processing and financial infrastructure tools
Connect Claude to NetSuite data for analysis & insights