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ibkr-portfolio-builder-mcp

MCP server · GitHub · ★ 20 · graded 2026-10-21Source linked

Remote MCP server for top-down portfolio construction with Interactive Brokers typed catalog of 468 IBKR screeners tagged by strategy intent (value/growth/income/momentum/quality), news, live account access. OAuth + static bearer auth. Works with Claude.ai custom connectors, Claude Code, and any HTTP MCP client.

No outside reports on file

ibkr-portfolio-builder-mcp requires API keys or tokens; restrict its folder reach, network access, and credentials before installing.

Based on public adoption and transparency signals as of Oct 21, 2026. Our opinion, not a code audit or security guarantee.

Was this verdict for Ibkr Portfolio Builder MCP helpful?

What it can access

  • Local filesNo local folder access notedLOW
  • Command executionNo shell command runner notedLOW
  • Network reachLocal or standard API callsLOW
  • CredentialsRequires API key or tokenREVIEW
  • Package sourceGitHub (adwiteeymauriya/ibkr-portfolio-builder-mcp)PUBLIC

Inferred from this listing’s public package details and description. Check the project’s source before installing.

Install

No npm or PyPI package is listed. Install from source: github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp ↗

All setup options ↓

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About Ibkr Portfolio Builder MCP

Ibkr Portfolio Builder MCP is an MCP server focused on Developer tools and Cloud & infrastructure: Remote MCP server for top-down portfolio construction with Interactive Brokers typed catalog of 468 IBKR screeners tagged by strategy intent (value/growth/income/momentum/quality), news, live account access. OAuth + static bearer auth. Works with Claude.ai custom connectors, Claude Code, and any HTTP MCP client.

It is hosted on GitHub at adwiteeymauriya/ibkr-portfolio-builder-mcp (20 GitHub stars). Based on its public metadata, its operational scope includes: requires api key or token.

Setup

These use the package this listing points to. Check the project’s own instructions before running anything.

No npm or PyPI package is listed for this MCP server. Source code and setup steps: github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp.

Why this grade

DD — High risk signals

Signal-based grade (1/7 points): public source code. This reflects adoption and transparency, not a code review.

Popularity and upkeep

20/100
GitHub stars
20
Listing last refreshed
2026-10-28

These are public popularity signals, not a maintenance check. Look at the repository’s commit history and open issues.

Security reports

No reports found for this package in our research (last checked 2026-10-29).

Check a specific version →

Risks to watch for

  • Credential & token exposure: Requires API keys or secrets in configuration. Store credentials in environment variables with read-only or minimum required scopes and rotate them regularly.
  • Dependency & version pinning: Distributed via GitHub (adwiteeymauriya/ibkr-portfolio-builder-mcp). Pin an exact release version or commit SHA rather than floating tags so upstream updates are reviewed first.

How to lower the risk

Least-privilege permissions

  • Give it access only to the specific folders, accounts or projects it needs, never your whole drive or admin account.
  • Use a separate, limited API key or login just for this tool so you can switch it off without affecting anything else.

Network isolation

  • Run it on a work computer or sandbox account, not one holding personal or company-sensitive data.
  • If your IT team can, limit which websites and services it is allowed to contact.

Monitoring

  • Check its activity history or logs weekly at first, and look at what it changed or sent.
  • Turn on alerts for new logins or unusual usage on any account it connects to.

Red flags to watch for

  • It asks for more access than its job requires, or prompts you to paste passwords.
  • It suddenly updates with new owners, or starts contacting unfamiliar websites.

Questions

How do I install Ibkr Portfolio Builder MCP?

Ibkr Portfolio Builder MCP does not publish a standalone npm or PyPI package. Clone or follow the setup instructions in its source repository at github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp.

Are there security reports about Ibkr Portfolio Builder MCP?

No reports found for this package in our research (last checked 2026-10-29). Ibkr Portfolio Builder MCP currently holds Grade D (High risk signals) based on public adoption and transparency signals. Review the permissions and source repository before granting access to local files, shell commands, or API keys.

Is Ibkr Portfolio Builder MCP actively maintained?

Ibkr Portfolio Builder MCP has 20 GitHub stars. Our directory data was last refreshed on 2026-10-28. Check recent commit activity, release tags, and open issues at github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp before pinning it in production.

What are alternatives to Ibkr Portfolio Builder MCP?

Compare Ibkr Portfolio Builder MCP side by side with similar MCP servers in the Related tools section on this page, or browse all MCP servers on AgentArmorHQ.

README badge and team notes

Maintain or use Ibkr Portfolio Builder MCP? Show its live grade in your GitHub README, docs site, or run a check from the terminal before you install.

AgentArmorHQ Risk Grade D for Ibkr Portfolio Builder MCP

GitHub README Markdown:

markdown
[![AgentArmorHQ Risk Grade for Ibkr Portfolio Builder MCP](https://agentarmorhq.com/api/badge/adwiteeymauriya-ibkr-portfolio-builder-mcp)](https://agentarmorhq.com/skills/adwiteeymauriya-ibkr-portfolio-builder-mcp)

HTML embed:

html
<a href="https://agentarmorhq.com/skills/adwiteeymauriya-ibkr-portfolio-builder-mcp"><img src="https://agentarmorhq.com/api/badge/adwiteeymauriya-ibkr-portfolio-builder-mcp" alt="AgentArmorHQ Risk Grade for Ibkr Portfolio Builder MCP" height="20" /></a>

Terminal check:

terminal
curl -fsSL https://agentarmorhq.com/api/cli | node --input-type=module - check "adwiteeymauriya-ibkr-portfolio-builder-mcp"

Share with your security lead

Need sign-off to use ibkr-portfolio-builder-mcp? Copy this note for Slack, a ticket or a pull request.

### AgentArmorHQ Security Review Memo: ibkr-portfolio-builder-mcp
- **Listing URL:** https://agentarmorhq.com/skills/adwiteeymauriya-ibkr-portfolio-builder-mcp
- **Type:** App connector
- **Risk Grade:** Grade D (High risk signals)
- **Outside Security Advisories on File:** 0
- **Public Adoption:** 20 GitHub stars

#### Permission & Blast-Radius Signals
- **Local files:** No local folder access noted
- **Command execution:** No shell command runner noted
- **Network reach:** Local or standard API calls
- **Credentials:** Requires API key or token
- **Package source:** GitHub (adwiteeymauriya/ibkr-portfolio-builder-mcp)

#### Recommended Hardened Setup
- **Source Repo:** https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp
- **Controls:** Pin an exact version in `.mcp.json`, scope access to a single workspace folder, and use a least-privilege read-only token where supported.

_Based on public adoption and transparency signals as of Oct 21, 2026. Our opinion, not a code audit or security guarantee._

Key facts

Type
App connector
Publisher
adwiteeymauriya
Source code
github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp
Est. context load
~950 tokens / turn (~5 tool schemas, 0.47% of 200k context)
Popularity
20 GitHub stars
Last updated
2026-10-28
Last graded
2026-10-21

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