Jun 30, 2026 · Free Guide

“TRADER” Turn Claude Into Your Personal Trading Analyst

Most people use their broker app like a vending machine. Punch in a ticker, stare at a chart, hope for the best. That's not trading — that's gambling with extra steps. The Interactive Brokers connector plugs your real account into Claude so you can ask plain-English questions about your money and get real answers, backed by real data. Here's exactly how to use it.

READ THIS FIRST

The one rule that makes this safe

Before anything else, understand this: Claude does not place trades for you. It can pull your data, analyze it, research ideas, and even stage an order. But the order just sits there as a pending ticket. You open the IB app, you review it, and YOU hit approve.

Nothing moves without your finger on the button. This isn't a robot trading your account while you sleep. It's a co-pilot that hands you the controls every single time.

What Claude can actually see

Once connected, Claude can read your full picture on command. The magic isn't the data — it's that you can just ask.

  • Account summary + balances — buying power, cash, net liquidity
  • Positions— everything you're holding, right now
  • Open orders + trade history— what's pending, what filled
  • Portfolio allocation — how your money splits across sectors and asset classes
  • Performance over time— how you're actually doing, not how you feel like you're doing
  • Live market data — quotes, price history, option chains, futures, company themes
"Give me a plain-English breakdown of my account. What am I holding, what's my buying power, and where am I overexposed?"

4 ways to put it to work

Steal these prompts. Each one turns Claude into a different seat on your trading desk.

Use #1
The honest portfolio review
Most traders lie to themselves — they remember the wins and forget the bags. Claude doesn't. Ask it to read your positions and allocation and it tells you straight where you're overexposed.
Look at my positions and allocation. Am I too concentrated in any one stock or sector? Where's my biggest risk?
Use #2
Research before you click buy
Pull live quotes, price history, company themes, and connected companies in one prompt. Go from 'I saw a ticker on Twitter' to 'I actually understand this position.'
Pull the current price and 6-month history for NVDA. What themes and connected companies is it tied to? Summarize the bull and bear case.
Use #3
Make options make sense
Claude pulls the full chain — expirations, strikes, quotes, and the Greeks — then translates it into plain English while you go. Stop fearing options, start using them.
Show me the options chain for AAPL expiring next month. Explain what a covered call at the $240 strike would look like, the premium I'd collect, and the risk.
Use #4
Stage an order without fat-fingering it
When the research is done and you're ready, Claude preps the order ticket. It shows up pending in your IB app. You review every detail and approve it yourself. No typos, no accidental 1,000-share buys.
Stage a limit buy for 10 shares of AAPL at $230, good til canceled.

The real unlock: ask better questions

The traders who win aren't the ones with the fanciest charts. They're the ones who ask better questions and act on honest answers. That's what this connector gives you — a thing that never gets tired, never gets emotional, never lies to you about your own portfolio, and never lets you trade on a feeling instead of a fact.

Try these to start:

  • "Review my performance across all time periods. What's working and what's dragging me down?"
  • "Compare my current allocation to where it was. What drifted?"
  • "I'm thinking about trimming my biggest position. Walk me through the pros and cons based on what I'm holding."
  • "I want exposure to the AI infrastructure trend. What themes and companies are connected to that? Give me a shortlist to research."

You still make every decision. You still approve every trade. But now you've got a sharp second brain in your corner that's read every line of your account and isn't afraid to tell you the truth. That's how you get better. Not faster gambling. Better thinking.

HOW TO CONNECT

Connect it in under a minute

The Interactive Brokers connector lives in Claude's connector directory. Open Claude, head to your connectors, find Interactive Brokers, and click connect. You'll authenticate with your IB login, approve the read access, and you're live. Then just start asking.

First thing to run once it's connected — confirm it's reading your account:

"Pull my account summary so I know the connector is working."

All Resources

ClaudeWhere you connect the IB connector
→
Interactive BrokersOpen or log into your brokerage account
→

The Next Step

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