About IBKR Portfolio Builder
IBKR Portfolio Builder is an MCP server published by adwiteeymauriya in the Search category: top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.
The repository has 19 stars and 3 forks, with the last commit 4 months ago. Recent commit activity is the strongest signal that reported issues will get attention.
Install
git clone https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (15)
ib_account_summaryNetLiquidation / BuyingPower / TotalCashValue / AvailableFunds / UnrealizedPnL for the connected paper or live account.
Parameters not published.
ib_contract_detailsFull contract metadata — `long_name`, `industry`, `category`, `subcategory`, trading hours, valid exchanges. **The hook for sector-aware top-down screening.**
Parameters not published.
ib_filter_catalogFilter parameter codes grouped by category (`price`, `volume`, `market_cap`, `fundamentals`, `technical`, `options`), with an instrument applicability note.
Parameters not published.
ib_news_articleFetch a single article body by `provider_code` + `article_id`. ⚠️ may incur a per-article fee (Dow Jones in particular).
Parameters not published.
ib_news_for_symbolFetch headlines for a US stock across all subscribed providers. Headlines only; surfaces a clear `notice` field when the account lacks historical-news entitlement.
Parameters not published.
ib_news_providersList subscribed IBKR news providers (Briefing.com, Dow Jones, etc.).
Parameters not published.
ib_open_ordersCurrently working orders with status, filled / remaining quantity, average fill price.
Parameters not published.
ib_positionsOpen positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL.
Parameters not published.
ib_price_historyOHLCV bars for any duration / bar size (`1 day`, `1 hour`, `5 mins`, ...). Always works regardless of market-data subscription.
Parameters not published.
ib_price_snapshotCurrent bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly.
Parameters not published.
Show all 15 tools
ib_scan_catalogThe typed scan catalog. Filter by `category`, `strategy`, `instrument`, free-text `query`; optionally return the full list of available categories + strategies via `list_meta=true`.
Parameters not published.
ib_screenerRun an IBKR scan — pass `scan_code`, `instrument`, `location`, optional price / volume filters. Returns rank + ticker + exchange.
Parameters not published.
ib_screener_codesSubstring search over the raw `scan-parameters.xml` codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog.
Parameters not published.
ib_search_contractsFuzzy-search IBKR's contract database by name / partial ticker.
Parameters not published.
ib_tradesRecent executed fills (`days_back` window, IBKR caps history ~7 days).
Parameters not published.
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