Use Case
Stop doing repetitive finance & investment tasks manually. IBKR Trading lets your AI agent handle them automatically through natural conversation. Interactive Brokers (IBKR) trading automation via Client Portal API. Use when setting up IBKR account access, authenticating sessions, checking portfolio/positions, or building trading bots. Handles IBeam automated login with IBKR Key 2FA. This guide shows practical examples of using IBKR Trading to automate common finance & investment workflows and save hours every week.
Install IBKR Trading: npx clawhub@latest --dir ~/.claude/skills install ibkr-trader
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
IBKR Trading will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing IBKR Trading
Automate my finance & investment tasks using IBKR Trading
What repetitive tasks can IBKR Trading handle for me?
Set up a workflow that runs IBKR Trading every morning
Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install ibkr-traderOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install ibkr-traderβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/ibkr-trader/π‘Extract and place the folder at the path above, then restart your agent.