IBKR Portfolio Builder

Item: IBKR Portfolio Builder
Rating: 69
Author: M8ven

Top-down IBKR research with 468 typed screeners, news, and account access for portfolio construction via MCP.

→ adwiteeymauriya/ibkr-portfolio-builder-mcp · listed on pulsemcp

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// key findings

✅

No credential exfiltration, no sensitive file access, no obfuscation

Static analysis found nothing flowing your secrets to unexpected places.

✅

Open source with a license and README

Anyone can audit the code, the license is declared, and the publisher documents what it does.

🔐

You'll be asked for 3 credentials: LOGIN_PASSWORD, STATIC_BEARER_TOKEN, SESSION_SECRET

These are read from process.env at runtime. Make sure you trust where they’ll be sent.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configIB_HOST

configIB_PORT

configIB_CLIENT_ID

configSCAN_PARAMETERS_PATH

configPUBLIC_BASE_URL— edit .env: set TWS_USERID / TWS_PASSWORD (paper account), LOGIN_PASSWORD, STATIC_BEARER_TOKEN,

configAUTH_MODE— Auth: OAuth 2.1 (PKCE + RFC 7591 Dynamic Client Registration) AND/OR static bearer token. Selectable via .

🔐 secretLOGIN_PASSWORD— oauth OAuth-issued tokens only. Required for Claude.ai custom connectors.

🔐 secretSTATIC_BEARER_TOKEN— bearer A static Authorization: Bearer <token> only. Skips the OAuth dance — best for CLI clients, Claude Code, your own scripts.

🔐 secretSESSION_SECRET

configHOST

configPORT

// full audit trail

The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.

// improvement guidance — verified publishers only

We have 5 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

// embed badge in your README

[![M8ven Score](https://m8ven.ai/badge/mcp/adwiteeymauriya-ibkr-portfolio-builder-mcp-1bf7ek)](https://m8ven.ai/mcp/adwiteeymauriya-ibkr-portfolio-builder-mcp-1bf7ek)

commit: 337a5e16fb11844defbb76ddb7858335a60aec95

code hash: 545c64473a1b49043f97ddfb1f827e4a26df77473c383450369c1399c5d7fea8

verified: 7/2/2026, 9:16:25 AM

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