IB Analytics
Provides comprehensive portfolio analytics for Interactive Brokers accounts, integrating with the Flex Query API for automated data fetching and generating rich reports.
소개
IB Analytics is a powerful Python library designed to streamline and enhance portfolio management for Interactive Brokers (IB) account holders. It offers multi-account support and seamlessly integrates with the IB Flex Query API v3 to automate the fetching of financial data. Users can perform comprehensive analyses on their portfolios, covering performance, tax implications, cost efficiency, risk assessment, and detailed bond analytics. The library prioritizes data integrity with Pydantic v2 for type safety, supports asynchronous operations for efficient data retrieval, and provides flexible reporting options including console, HTML, and PDF formats. It also includes an MCP server for integration with clients like Claude Desktop.
주요 기능
- Multi-Account Support for simultaneous analysis
- Automated data fetching via IB Flex Query API v3
- Rich reporting: Console, HTML, and optional PDF output
- Comprehensive analytics: Performance, Tax, Cost, Risk, and Bond
- Type-safe data validation with Pydantic v2
- 0 GitHub stars
사용 사례
- Generating customizable reports for individual or multiple Interactive Brokers accounts in various formats.
- Performing detailed analysis on investment portfolios for performance, tax, cost, and risk assessment.
- Automating the retrieval and processing of financial data from Interactive Brokers accounts.
