Claude + IBKR: Finally FULL AI Stock Portfolio Automation THAT WORKS (with AI strategy)

AI-Powered Stock Portfolio Automation on Interactive Brokers

This video demonstrates how to fully automate stock trading on Interactive Brokers (IBKR) using AI, specifically through the Signnum platform and Claude. The creator shows a live, real-money setup where AI scans the market, enters positions when trends begin, and takes profit when trends end—without requiring a trader workstation or an always-on computer. The system runs in the cloud and executes trades automatically.

What Makes This Possible

• Three core components: Claude (AI), an Interactive Brokers trading account, and Signnum (the orchestration layer connecting them).
• No Trader Workstation or gateway: All processes run in the cloud, so no dedicated hardware is needed.
• Fully automatic execution: Orders are placed directly through the IBKR API; no manual approval in TWS is required.

Performance Highlights

The creator cites the Signnum strategy page to show the AI stock strategy outperforming a simple S&P 500 buy-and-hold approach:

• Outlier gains: SanDisk rose 3,600% after the AI detected its uptrend; Micron gained around 1,000%.
• More typical examples: Dell rose 284% and Marvell 193%.
• Better drawdown control: The strategy's maximum drawdown is significantly lower than the S&P 500's, helping protect profits during market crashes.

Step-by-Step Setup

1. Create a Signnum account at signum.money and create a bot.
2. Connect Interactive Brokers:
   • For paper trading, follow the three simple steps shown.
   • For live trading, prepare the IBKR account first: create a separate trading account, create a secondary user (to avoid session conflicts), fund the account, and activate market data.
3. Create the bot in Signnum: Choose a title, select a test stock (e.g., Apple), and validate the account.
4. Connect Claude via MCP: Copy the trading prompt from Signnum's strategy page, paste it into Claude, and allow the necessary connection.
5. Schedule the routine: Set the AI to run at the US market open (9:30 AM Eastern). Use local time conversion and beware of daylight saving time changes—the schedule may need adjustment twice a year.
6. Let the AI trade: The AI fetches trend radar data, executes the strategy, and sends a summary email with details on allocations, skipped entries, and account status.

Important Caveats

• The video is educational only, not financial advice; stocks are risky and capital can be lost.
• Live trading requires a paid Signnum subscription; free users are limited to paper accounts.
• A secondary IBKR user is essential because IBKR only allows one login per platform at a time—otherwise, logging into IBKR would disconnect Signnum.
• The AI may skip trades if the account balance is too low for a given stock price (e.g., a $1,700 share cost with only $400–500 available).

Key Takeaway

AI-driven stock portfolio automation on Interactive Brokers is not only possible but accessible to retail investors. By combining Signnum, Claude, and a properly prepared IBKR account, traders can run a fully autonomous, cloud-based strategy that aims to outperform buy-and-hold while managing drawdowns. The main prerequisites are a funded account, a secondary IBKR user, and careful attention to scheduling and market data activation.