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TomTurboInvest
@TomTurboInvest
2D·

☝First tests with the IBKR Connector for Claude.ai☝

$IREN (+0,66%) If there is already an official connector (API) from IBKR for Claude, then of course it must be tested immediately.


I had the entire trading portfolio analyzed, and can also filter for individual stocks. Here, for example, is the preliminary YTD result when I filter on $IREN (+0,66%) filter, which may be interesting, as I have often posted my AI tests here. $IREN (+0,66%) posted my AI tests here.


The dashboard is the result of a few minutes of "playing and prompting", you can certainly let off steam even more.

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Just as I can create an analysis of my trades using "prompts", I can also place orders with prompts, although these still have to be finally confirmed manually in the IBKR app, but this is certainly still a good "safety net" in the first phase 😎


I have also requested a trading recommendation for today for $IREN (+0,66%) queried. Here is the result:

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Now that I have direct access to all market data via the broker and the API, I can test Claude in parallel with TradingView Remix. I'll keep you up to date🤝


PS: For those who also want to test the connector, these are the current tool permissions of the IBKR Connector:

[According to IBKR, connectors to ChatGPT and Grok are coming soon]

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Update on the trading recommendations from today:


After the rather turbulent opening hour at $IREN (+0,66%) I decided to go long, not at the low, but with an average of 63.86$ I am in with 125 shares. I followed a further recommendation to $ZETA (-1,38%) I followed on .


Interim status: I have already hedged both via break even.

$IREN (+0,66%) 120 shares at 64.30$ with SL and

$ZETA (-1,38%) 325 shares with trailing SL at 24.64$ with a gap of 0.50$. Now both trades can continue without any worries.

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Update 01.06. / 21:20: To document it cleanly to the end, in the course of the evening the two trades were closed by SL at $IREN (+0,66%) at 65.29$ and trailing SL at $ZETA (-1,38%) closed at 25.424$.

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#trading

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TomTurboInvest
@TomTurboInvest
2D·

Attention traders! Official Claude.ai Connector for Interactive Brokers☝

$IBKR (-0,35%) The Interactive Brokers Connector recently landed in Claudeʼs official Connector directory as part of a deliberately small, financially focused week.


It remains exciting, the AI integrations are gradually migrating from community / open source MCP servers to official connectors. This means that access is becoming easier and easier, even if you are not an AI freak!


TradingView has recently launched its own AI plug-in, Remix, and now also the official connector from IBKR for Claude🙄😵


I'm not a NeoBroker user, but I'm curious to see which NeoBroker will be the first with AI integration. It will probably only be a matter of time now🤐

⚠️ Important restriction

Since the connector touches real capital, a "human in the loop" is strongly recommended. The most sensible use is: Claude takes over research, analysis and pre-trade considerations. You make the final decision.


📋 Functions at a glance

The connector offers multi-account support, short-selling analysis (available shares, borrow rates, margin requirements), real-time market data (live quotes, historical data, option chains), portfolio management (positions, P&L, account balance) and trading operations such as placing, modifying and canceling orders.


The connector is still of limited use for my day trading, as the latency times are still too high (Claude statement). But it is ideal for all steps before that, as IBKR also offers all technical and fundamental data. Newsfeed, earnings documents, analyst opinions, sentiments, etc... all this data is available at Interactive Brokers.


This is what Claude says:


💡 My recommendation for your day trading

I would use the Connector for your trades:

  • Analyze: Query portfolio status, open positions, P&L live
  • Preparation: Calculate stop-loss and take-profit levels directly
  • Execution: Still via TWS/Mobile - you are faster there


I would not yet trust direct order execution via Claude for day trades with narrow time windows. Too much latency with Beta 4.2!


#trading

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32 Comentários
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Klein-Anleger@Klein-Anleger
2D
Exciting, thank you!
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TomTurboInvest@TomTurboInvest
2D
@Klein-Anleger It's really exciting, there are more and more connectors (APIs), so the whole thing is really very easy to integrate.

After a few weeks of testing "AI support for trading", I have to say that it has never been so easy to start trading. If you have a basic knowledge of technical analysis, you can get started with the AI recommendations.
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TomTurboInvest@TomTurboInvest
1D
My conclusion from the first tests with the IBKR Connector:

Establishing the connection is quite simple. One click on Connect, confirm with IBKR using a one-time code and Claude is connected to IBKR. There are no additional costs for the Connector, but Claude Cowork can only be used with the paid subscription. I have the smallest Pro package at €21.60 (in Austria incl. 20% VAT). You can analyze the complete portfolio with all historical trading data in Claude. Market research etc. is also possible, as IBKR provides all this data directly in the broker for its customers.

Most IBKR Connector tools have read-only access, but there are also 2 tools with write access to create and change or cancel orders. However, all actual accesses must be confirmed manually so that no unintentional reading or writing can take place.

What I noticed: The IBKR API only delivers up to a minimum of 1h timeframe chart data, smaller does not come directly, BUT since TradingView is also integrated in IBKR, Claude then simply fetched the 5min timeframe data from the TradingView data integrated in IBKR, so no problem for day trading.

☝For fans of ChatGPT and Grok - according to IBKR these two connectors are coming soon!
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Metis@Metis
2D
Wild. Simply wild.
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TomTurboInvest@TomTurboInvest
2D
@Metis Indeed, especially because the barrier to entry is getting smaller and smaller. I don't even want to imagine what will be possible in 12-24 months😵
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Metis@Metis
2D
@TomTurboInvest Yay, then maybe I can become a trader after all alongside my savings plan portfolio. 🤣
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Cekay@CMustermann
1D
@TomTurboInvest Just the efficiency market hypothesis played out then. Instead of just a horde of insti-quants with an IQ of 200 and an annual salary of 500k, there is also an endless army of highly trained AI agents on the market that immediately iron out every edge of 0.1%.

For the normal investor, this makes it more attractive to simply ride the market and nothing else, rather than the other way around.
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TomTurboInvest@TomTurboInvest
1D
@CMustermann remains exciting. AI is currently already providing mega support for my trading. I no longer trade at all without an open AI chat. I don't mean that you don't need to know anything, without knowledge of price action and order flow it will still be difficult, but you are much faster. And there are still an infinite number of options, so I don't believe that everything will be ironed out straight away. Otherwise it would be the same with the Instis, they don't do anything else. But everyone interprets the data differently, and that will remain the case with AI. The AI only gives me scenarios, the AI doesn't know which ones will happen, it doesn't have a crystal ball any more than anyone else.
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Cekay@CMustermann
1D
@TomTurboInvest I'm still really skeptical about the positivity bias of AI. I've tested various assumptions and depending on how I've discussed $RKLB with my chats, Gemini, Claude and ChatGPT, I get answers ranging from "totally overvalued, sell immediately!" to "hold" to "buy more".

So if I can consciously influence the chat so easily, then I can also do it subconsciously. And then it's completely useless as a sparring partner.

But it definitely helps with data analysis.
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TomTurboInvest@TomTurboInvest
1D
@CMustermann The influence depending on how I prompt is certainly an issue. That's why I try, for example, to prompt very simply, as shown in my example at $IREN a few days ago.

https://getqu.in/ftb3gB/ https://getqu.in/ftb3gB/
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TomTurboInvest@TomTurboInvest
1D
@Metis You can simply start with paper trading without any risk and play around a bit. Get "advice" on day trading, make a note of your theoretical entries and exits, and just see how good or bad AI's recommendations are. Then you'll see if it's right for you anyway.
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Brian@Aktienhauptmeister
2D
Thank you for your contribution, my dear! Mega interesting 👀
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Mathis_wlk@Mathis_wlk
1D
Very exciting! Do you also use Claude for investment questions? Which Claude subscription do you need for that?
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TomTurboInvest@TomTurboInvest
1D
@Mathis_wlk I have the smallest Pro package (€21.60) and use it for coding and all kinds of analyses and questions. Investment questions are also included, but mainly in relation to swing and day trading.
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MTG@MTG
1D
@TomTurboInvest currently looks more like a short. Are you still waiting for the 1h candle or how do you proceed here?
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TomTurboInvest@TomTurboInvest
1D
@MTG I'll wait and see, could also be a classic stop hunt, weak hands are shaken out. PS In day trading I usually work in the 5min timeframe.

ps: Let's see if the VWAP holds around 62$, then it would be a classic open range reversal. Quickly clear all stops in the first 15min
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MTG@MTG
1D
@TomTurboInvest What do you pay attention to in the 5min chart, if I may ask? RSI volume, MAs or SMAs?
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TomTurboInvest@TomTurboInvest
1D
@MTG I only keep an eye on volume and price action and the VWAP of the session

Phew Iren is wild again today...

If the daily low doesn't hold, then it's more likely to go down
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MTG@MTG
1D
@TomTurboInvest Bird wild yes haha. But it's making its way up nicely now. Did you still get in?
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TomTurboInvest@TomTurboInvest
1D
@MTG Yes, I got in at 63.86$, played tennis with my daughter for an hour, and now I have to think about how to hedge. Break even or more air and risk. Let's take a close look at the charts 😅

PS: I also have $ZETA running today, but the trade is a little less hectic, pulling up nicely 😁
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Matthias@Aequitas
1D
I've been strongly considering opening a second account with ibkr for a while now because flatex doesn't cover everything.
I know it's not tax-simple, but apart from that, is there anything that has bothered you so far?
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TomTurboInvest@TomTurboInvest
1D
@Aequitas nothing bothers me at all, you just have to take care of the tax issue yourself, the Out of the Box Reoprts are not usable at least in Austria, but otherwise IBKR is the only true broker for me. And the non-tax simplicity is an advantage for Tradign anyway, i.e. during the year you can continue to work with the full gross profit. If you want to go with IBKR, I can send you an invitation link, depending on the trading volume there are nice bonuses for you and for me.
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Matthias@Aequitas
1D
Tell me :)
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TomTurboInvest@TomTurboInvest
1D
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Matthias@Aequitas
23H
@TomTurboInvest Thank you. It will still take a while for the 10k deposit. But when the time comes, I'll do it via your link.
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TomTurboInvest@TomTurboInvest
23H
@Aequitas no stress, if you open an account, you can use the link, otherwise it doesn't matter :-)
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Danone1986@Danone1986
2H
Great, many thanks for the input. I have been building a wealth tool for some time now with a complete overview of all portfolios, dividend calendar, import based on pdfs, etc. Such an api is worth its weight in gold, because the quality of the data is extremely important.
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TomTurboInvest@TomTurboInvest
2H
@Danone1986 I suspect that the brokers will gradually offer APIs, which the market will demand or soon expect as a matter of course.
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Cekay@CMustermann
1D
When will there actually be a connector for GetQuin? That would be something I would even pay a few euros more for.
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TomTurboInvest@TomTurboInvest
1D
@CMustermann there are already many connectors from brokers for Geqtuin, but only for reading, i.e. GQ only reads the trades and dividends from the brokers.
With the Claude Connector you can also write to the broker (place orders), and you get not only the trades but also all the price data for analysis.
Will Getquin ever offer a connector to Claude and Co? I don't think so, because then I wouldn't need GQ any more. They are more likely to improve the current build-in AI with real suggestions for your portfolio etc.... Once the common brokers offer connectors to AI, it will be very difficult for GQ and its competitors anyway, because then I won't need a portfolio tool anymore, the AI will do that, it will have all the data.
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Cekay@CMustermann
1D
@TomTurboInvest I do think that GQ offers added value, I have the entire history, additional information and insights here. I currently manually pull an HTML copy of the entire GQ depot for my agents at the beginning of each month, which is tedious but doesn't cost much work.
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TomTurboInvest@TomTurboInvest
1D
@CMustermann that wasn't directed at GQ in a negative way, I just see the same danger for GQ from AI as is currently being priced into many other companies.

GQ pulls all the data from the brokers and their partners, such as prices, fundamental data, etc., too.
If I can pull all this into the AI myself, I can also do all the evaluations myself. The history doesn't come from GQ. But the masses probably won't want that anyway, but it is a threat to the business model. It is certainly an important phase for GQ to set the right course in order to retain a USP.

PS: I think GQ has a USP and that is the price, I won't be able to get my portfolios permanently valued in real time for a few euros a month with AI and the associated token consumption, at least not at the moment!
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