// SCAN REPORT

IB Portfolio Tracker MCP Server

22 tools. 0 can modify or destroy data without limits.

Read-only server. Low risk, but rate limits prevent runaway API costs.

Last updated: 3 Jul 2026

0 can modify or destroy data

22 read-only

22 tools total

Community server · catalogue entry verified 03/07/2026

How to control IB Portfolio Tracker MCP Server ↓

TOOL MAP

What IB Portfolio Tracker MCP Server exposes to your agents

Read (22) Write / Execute (0) Destructive / Financial (0)

Running more than one server? Check your whole stack →

THE RISK

What can go wrong

Even read-only tools carry cost. An agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up bills.

POLICY

How to control IB Portfolio Tracker MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and IB Portfolio Tracker MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Cap read operations

{
  "analyze_news_sentiment": {
    "limits": [
      {
        "counter": "analyze_news_sentiment_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register IB Portfolio Tracker MCP Server — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON IB PORTFOLIO TRACKER →

Instant setup, no code required.

FULL CATALOGUE

All 22 IB Portfolio Tracker MCP Server tools

READ 22 tools

Read analyze_news_sentiment Analyze sentiment of news articles for a symbol using AI models. Read analyze_text_sentiment Analyze sentiment of custom text using financial sentiment models. Read check_connection_status Check connection status to IB Gateway/TWS and news APIs. Read get_account_summary Get account summary including net liquidation value, buying power, cash balance, and margin info. Read get_company_news Get latest news specifically for a company/symbol. Read get_comprehensive_news Get a comprehensive news analysis for a symbol combining: IB news (Reuters, Dow Jones), Finnhub news, social s Read get_contract_details Get detailed contract information for a symbol including exchange, currency, and trading hours. Read get_executions Get recent trade executions/fills. Read get_historical_data Get historical OHLCV data for a symbol. Read get_ib_news Get historical news articles for a symbol directly from Interactive Brokers. Includes premium sources like Reu Read get_ib_news_article Get the full text of a news article from Interactive Brokers using its article ID. Read get_ib_news_providers List available news providers from Interactive Brokers (e.g., Reuters, Dow Jones, Briefing.com). Read get_insider_sentiment Get insider trading sentiment and transactions. Read get_market_news Get general market news and headlines. Read get_open_orders List all open/pending orders in the account. Read get_portfolio_pnl Get detailed P&L breakdown - daily, unrealized, and realized gains/losses. Read get_position_details Get detailed info for a specific position including cost basis, quantity, and P&L. Read get_positions Get all current positions with quantities, average cost, market value, and unrealized P&L. Read get_quote Get real-time or delayed quote for a symbol including bid, ask, last price, and volume. Read get_social_sentiment Get social media sentiment metrics from Finnhub (Reddit/Twitter). Read search_news Search financial news by symbol or keyword using Finnhub. Read search_symbols Search for contract symbols by name or partial match.

FAQ

Questions about IB Portfolio Tracker MCP Server

Is the IB Portfolio Tracker MCP Server MCP server safe to use without restrictions? +

The IB Portfolio Tracker MCP Server server is primarily read-only with 22 read tools. While it cannot modify data, an agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up costs. Rate limiting is still recommended.

How many tools does the IB Portfolio Tracker MCP Server MCP server expose? +

22 tools across 1 categories: Read. 22 are read-only. 0 can modify, create, or delete data.

How do I enforce a policy on IB Portfolio Tracker MCP Server? +

Register the IB Portfolio Tracker MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every IB Portfolio Tracker MCP Server tool call.

Deterministic rules across all 22 IB Portfolio Tracker MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON IB PORTFOLIO TRACKER →

Instant setup, no code required.

22 IB Portfolio Tracker MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.