Broker (read-only) for Claude, Cursor, ChatGPT & agents

READ-ONLY brokerage & exchange account access — see your live positions, balances, orders and account equity from Interactive Brokers, Alpaca, and Binance

curl -fsSL https://tradeloop.top/install.sh | sh

What it does

READ-ONLY brokerage & exchange account access — see your live positions, balances, orders and account equity from Interactive Brokers, Alpaca, and Binance. Use when the user asks about their portfolio, holdings, positions, account balance, buying power, open orders, or 'what do I own'. No order placement — reads only. Credentials stay encrypted on the user's machine and never transit the TradeLoop gateway.

The Broker (read-only) skill is one of 40+ pre-wired TradeLoop integrations that any MCP-compatible client — Claude Desktop, Claude Code, Cursor, Windsurf, Codex CLI, and ChatGPT desktop — can call out of the box. You don't configure MCP servers or copy API keys into a JSON file; the TradeLoop daemon discovers the skill at startup and exposes its tools to whichever AI client is running.

Sample prompts

Once TradeLoop is installed and Broker (read-only) is connected, ask your agent something like:

• “List brokers from Broker (read-only).”
• “Positions from Broker (read-only).”
• “Ibkr Positions positions from Broker (read-only).”

Tools available (10)

• broker__list_brokers

  List which brokers are connected and what each read-only integration supports. Call this first when the user asks about their accounts — it tells you which broker tools will work. No credentials needed.

• broker__positions

  Unified positions/holdings across every connected broker (or one, if `broker` is given). IBKR and Alpaca return equity-style positions with cost basis and unrealized P&L; Binance returns spot balances. The go-to for 'what do I own / show my positions / my portfolio'.

• broker__ibkr_positions

  [Interactive Brokers · read-only] Open positions from the configured Flex query — symbol, quantity, mark price, market value, cost basis, unrealized P&L. As of the Flex statement's generation time, not a live tick.

• broker__ibkr_account

  [Interactive Brokers · read-only] Account information, cash report by currency, and the recent net-asset-value / equity summary from the Flex query. Requires the query to include Account Information / Cash Report / Net Asset Value sections.

• broker__ibkr_trades

  [Interactive Brokers · read-only] Executed trades from the Flex statement window — symbol, date, quantity, price, commission, realized P&L. Requires a Trades section in the query.

• broker__alpaca_account

  [Alpaca · read-only] Account summary: cash, portfolio value, equity, buying power, long/short market value, PDT flag, status.

• broker__alpaca_positions

  [Alpaca · read-only] Open positions with quantity, average entry, current price, market value, cost basis, and unrealized P&L (absolute + %).

• broker__alpaca_orders

  [Alpaca · read-only] Orders filtered by status (open | closed | all) — symbol, side, type, quantity, filled qty/price, status, time-in-force. Reads only; never places an order.

• broker__binance_balances

  [Binance Spot · read-only] Spot wallet balances in native units (free / locked / total), zero balances hidden by default. Value them in USD via the coingecko skill if needed.

• broker__binance_open_orders

  [Binance Spot · read-only] Current open spot orders — symbol, side, type, price, quantity, executed quantity, status. Reads only.

How to connect

Broker (read-only) needs a provider API key to talk to ibkr. Connect it from the TradeLoop dashboard:

1. Run curl -fsSL https://tradeloop.top/install.sh | sh on macOS / Linux (or the PowerShell command on Windows).
2. Run tradeloop login to create your account and a device-bound encryption key.
3. Visit tradeloop.top/connect and authorize Broker (read-only).
4. Run tradeloop update to sync the skill + credentials to every installed AI client.

Pricing

Free at every TradeLoop tier. Connect your account once at /connect; the OAuth or API-key credential stays encrypted on your machine and syncs to your other devices via the TradeLoop vault.

See the full TradeLoop pricing breakdown — Free $0/mo, Pro $29/mo, Ultra $99/mo — on the homepage.