Fetch Investments AI: Connect IBKR to Claude Code

Product Description: Fetch Investments AI: Connect IBKR to Claude Code

Fetch Investments AI provides a seamless integration with Interactive Brokers (IBKR) through Claude Code, allowing users to effortlessly retrieve and manage live portfolio data. This skill aggregates raw trade evidence from IBKR without duplicate records, storing information directly into SQLite for straightforward reconciliation and historical analysis.

What this skill does

• Fetches live portfolio data from Interactive Brokers (IBKR) using an official connector.
• Attaches IBKR data as a source feed to the matching logical brokerage account.
• Ingests raw trade evidence without duplicating wrapper statements, facilitating accurate reconciliation.
• Writes position and cash reconciliation snapshots directly into SQLite.
• Operates efficiently within a signed-in Claude session, with clear warnings if the connector is not available.
• Enhances existing data without replacement or deletion, preserving historical screenshots and wrapper statements.

Who it is for

This skill is designed for developers and teams using AI coding agents such as Claude Code, Cursor, and Codex, specifically those needing efficient integration of brokerage data into their financial analyses or applications.

Use cases

• Developers creating applications needing live portfolio integration from IBKR.
• Teams requiring an automated method for accurate trade and cash position reconciliation.
• Organizations looking to enhance their financial data management systems with real-time brokerage data ingestion.

Technical details

• Integration Platforms: Claude Code, Cursor, Codex.
• Data Source: Interactive Brokers (IBKR).
• Storage Format: Direct input to SQLite.
• Data Handling: Raw trade evidence ingested with explicit feed provenance, ensuring non-duplication of wrapper statements.

This provides general workflow assistance only and is not legal, tax, accounting or financial advice.

Source & Licence

This package is built on open-source work published by ya5huk (ya5huk/findash) and distributed under MIT. The original licence text and copyright notice are included in your download.

Personal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.

Your purchase covers curation, licence verification, packaging, documentation and instant delivery. It does not grant exclusive rights to the underlying open-source code, which remains available under its original licence.

Delivery & Support

• Delivery: instant — a secure download link is emailed to you as soon as payment is confirmed.
• Format: ZIP archive containing the skill files, documentation and the original licence.
• Support: support@mcpcart.com — we aim to reply within 2 business days.
• Updates: updates are included only where stated on this page.

Refunds

This is a digital product delivered immediately after purchase. By completing your order you request immediate delivery and acknowledge that, once the download has been accessed, the statutory right to cancel no longer applies to the extent permitted by law. Refund requests are handled in accordance with our published Refund Policy.

Claude, Codex, Gemini and Cursor are trademarks of their respective owners. MCP Cart is an independent marketplace and is not affiliated with, endorsed by, or sponsored by any of them. Compatibility references describe interoperability only.