# IBKR Portfolio Builder

> Use this tool when you need to streamline investment research and portfolio construction using Interactive Brokers data. It solves problems related to sector selection, stock screening, and candidate refinement by providing 468 typed screeners across 16 categories. The tool takes in authentication credentials and investment criteria as inputs and outputs refined portfolio candidates, news, and account summaries, making it ideal for top-down investment research workflows.

Canonical page: https://skillsregistry.net/skills/adwiteeymauriya-ibkr  
JSON: https://api.skillsregistry.net/v1/skills/adwiteeymauriya-ibkr

## Description

IBKR Portfolio Builder provides MCP tools for top-down investment research using Interactive Brokers data. It exposes 468 typed screeners across 16 categories tagged by strategy intent, enabling workflows from sector selection through stock screening to candidate refinement. Tools cover screener execution, news retrieval, account summaries, and contract searches, with support for OAuth 2.1 and static bearer token authentication.

## Trust

- **Trust score (0–1):** 0.64
- **Verification tier:** scanned
- **Last scanned:** 2026-09-01

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** security
- **Updated:** 2026-09-01

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/adwiteeymauriya-ibkr)
- **Repository:** <https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "adwiteeymauriya-ibkr"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/adwiteeymauriya-ibkr` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/adwiteeymauriya-ibkr/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt