{"product_id":"fetch-investments-ai-connect-ibkr-to-claude-code","title":"Fetch Investments AI: Connect IBKR to Claude Code","description":"\u003ch3\u003eProduct Description: Fetch Investments AI: Connect IBKR to Claude Code\u003c\/h3\u003e\n\n\u003cp\u003eFetch 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.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this skill does\u003c\/h3\u003e\n\u003cul\u003e\n    \u003cli\u003eFetches live portfolio data from Interactive Brokers (IBKR) using an official connector.\u003c\/li\u003e\n    \u003cli\u003eAttaches IBKR data as a source feed to the matching logical brokerage account.\u003c\/li\u003e\n    \u003cli\u003eIngests raw trade evidence without duplicating wrapper statements, facilitating accurate reconciliation.\u003c\/li\u003e\n    \u003cli\u003eWrites position and cash reconciliation snapshots directly into SQLite.\u003c\/li\u003e\n    \u003cli\u003eOperates efficiently within a signed-in Claude session, with clear warnings if the connector is not available.\u003c\/li\u003e\n    \u003cli\u003eEnhances existing data without replacement or deletion, preserving historical screenshots and wrapper statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n    \u003cli\u003eDevelopers creating applications needing live portfolio integration from IBKR.\u003c\/li\u003e\n    \u003cli\u003eTeams requiring an automated method for accurate trade and cash position reconciliation.\u003c\/li\u003e\n    \u003cli\u003eOrganizations looking to enhance their financial data management systems with real-time brokerage data ingestion.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n    \u003cli\u003eIntegration Platforms: Claude Code, Cursor, Codex.\u003c\/li\u003e\n    \u003cli\u003eData Source: Interactive Brokers (IBKR).\u003c\/li\u003e\n    \u003cli\u003eStorage Format: Direct input to SQLite.\u003c\/li\u003e\n    \u003cli\u003eData Handling: Raw trade evidence ingested with explicit feed provenance, ensuring non-duplication of wrapper statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eThis provides general workflow assistance only and is not legal, tax, accounting or financial advice.\u003c\/p\u003e\n\u003c!-- mcpcart:static-blocks:start --\u003e\n\u003chr\u003e\n\u003ch3\u003eSource \u0026amp; Licence\u003c\/h3\u003e\n\u003cp\u003eThis package is built on open-source work published by \u003cstrong\u003eya5huk\u003c\/strong\u003e (\u003ca href=\"https:\/\/github.com\/ya5huk\/findash\" rel=\"nofollow noopener\" target=\"_blank\"\u003eya5huk\/findash\u003c\/a\u003e) and distributed under \u003cstrong\u003eMIT\u003c\/strong\u003e. The original licence text and copyright notice are included in your download.\u003c\/p\u003e\n\u003cp\u003ePersonal and commercial use, modification and redistribution are permitted, provided the original copyright and licence notice are retained.\u003c\/p\u003e\n\u003cp\u003eYour 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.\u003c\/p\u003e\n\u003ch3\u003eDelivery \u0026amp; Support\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDelivery:\u003c\/strong\u003e instant — a secure download link is emailed to you as soon as payment is confirmed.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e ZIP archive containing the skill files, documentation and the original licence.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSupport:\u003c\/strong\u003e \u003ca href=\"mailto:support@mcpcart.com\"\u003esupport@mcpcart.com\u003c\/a\u003e — we aim to reply within 2 business days.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eUpdates:\u003c\/strong\u003e updates are included only where stated on this page.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eRefunds\u003c\/h3\u003e\n\u003cp\u003eThis 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.\u003c\/p\u003e\n\u003cp style=\"font-size:0.85em;color:#666;\"\u003eClaude, 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.\u003c\/p\u003e\n\u003c!-- mcpcart:static-blocks:end --\u003e","brand":"MCP Cart","offers":[{"title":"Default Title","offer_id":52885928837431,"sku":"MCP-YA5HUK-FINDASH-FETCH-INVESTMENTS","price":18.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0981\/3950\/4951\/files\/1NuePomJL6vNlDi1-mzTK_24a8cdd598fd4c91abc2b080870df81e.jpg?v=1787486512","url":"https:\/\/mcpcart.com\/products\/fetch-investments-ai-connect-ibkr-to-claude-code","provider":"SPF PRO","version":"1.0","type":"link"}