Analyze your Interactive Brokers portfolio

Interactive Brokers (IBKR) runs an official MCP server that lets an AI assistant read your account. Connect it to Itoflow, and Itoflow can pull your positions and analyze them with its factor risk model. What you’ll get: a dashboard in Itoflow Chat with your exposures by holding, sector, country and currency, factor exposures, the biggest contributors to risk, and anything that breaks the limits you set.

Before you start

An Itoflow account with MCP connections enabled. Check under Integrations → MCP servers (in the sidebar, or under More on mobile) in the app.
An Interactive Brokers account. IBKR doesn’t offer its AI integration in India or Japan.

Quick start

Ask your AI assistant
In the Itoflow app

With Itoflow connected to Codex or Claude, paste this into your assistant:

Use Itoflow for this. First check my Itoflow MCP server connections. If
Interactive Brokers isn't connected, add https://api.ibkr.com/v1/api/mcp-public
as a connection named "Interactive Brokers", connect it, and give me the sign-in
link; wait until I confirm I've signed in and the connection is ready. Then
start an Itoflow research turn that uses that connection to read my positions
and cash, shows my long, short, gross and net exposure and my weights by
holding, sector, country and currency, estimates my factor exposures and
portfolio volatility with Itoflow's factor risk model, lists the five biggest
contributors to risk, and flags any position above 10% of net asset value,
long or short. Wait for it to finish and summarize the result with the date of
the positions used.

Open in Claude

Start this in Claude with the Itoflow plugin.

Open in ChatGPT

Start this in ChatGPT with the Itoflow plugin.

Using another client? Copy the prompt with the button on the code block.

Open MCP servers and select Add MCP server.
Enter https://api.ibkr.com/v1/api/mcp-public, select Add server, then select Connect on the new row.
Sign in to Interactive Brokers when asked and approve access. Itoflow never sees your IBKR password. When the connection shows Ready, its tools are available in all your chats.
Open Chat and ask for a risk analysis of your Interactive Brokers positions: long, short, gross and net exposure, weights by holding, sector, country and currency, factor exposures, the biggest contributors to risk, and any position above 10% of net asset value, long or short.

Check it worked

The dashboard should list the same positions you see in IBKR, with the date Itoflow read them. It also states its method and any data it couldn’t get. If Itoflow says it can’t read your positions or find the IBKR tools, open MCP servers. IBKR sign-ins expire; when the connection shows Sign-in expired, select Reconnect, sign in to Interactive Brokers again, then ask again.

Ideas for follow-up questions

Ask these in the same conversation with your assistant, or in Chat.

“Which of my holdings move most with interest rates, and how big is that exposure?”
“How would my portfolio have done in the 2022 sell-off, based on today’s weights?”
“Show my currency exposure and the effect of a 10% fall in the US dollar.”
“Which positions add the most risk for the return they’ve delivered?”

Limits

The connection works in Chat research turns, whether you start them in the app or from your assistant. Scheduled monitors and strategies can’t use it.
Itoflow reads your positions when you ask. They don’t sync to Itoflow by themselves.
Itoflow doesn’t place orders at Interactive Brokers. IBKR’s server can draft trade instructions, but they never become orders until you review and submit them in an IBKR platform.
Analysis isn’t investment advice. Check the figures before you act on them.

Next steps

Connect GitHub and MCP servers: manage the connection, and what to do if it fails.
Chat: how research turns, files and models work.
Interactive Brokers: AI integrations: IBKR’s own guide to its MCP server.

Get started

Platform

Use cases

Features

HTTP API

Troubleshooting

Endpoints