Check your Scalable Capital or Interactive Brokers portfolio in Claude

Scalable Capital (Agentic Investing) and Interactive Brokers let you connect your account to Claude. Connect Fair Value Calculator as well, and Claude fetches your holdings from the broker and checks them with us: every stock with its verdict, quality score and the three buy rules, plus how much of your portfolio trades below, near or above fair value.

Connect Fair Value Calculator in Claude Sentence to copy

About 5 minutes in a browser on a computer. Details on Scalable, IBKR and Claude as of Nov 13, 2026, sources below.

What you need

A Claude account (the free plan works too) and a browser on a computer. According to Anthropic, adding connectors on mobile is still in beta.
A free Fair Value Calculator account. You create it with your email address while connecting.
An account at Scalable Capital or Interactive Brokers. It also works without a broker connection: then you type the holdings into the chat.

Step 1: connect Fair Value Calculator

Open our listing in the Claude directory (link) and click "Connect".
Our consent page opens: sign in with your Fair Value Calculator account (or create a free one) and click "Connect".

In detail with all notes: guide for Claude.

Step 2a: connect Scalable Capital

In the Scalable web version go to Profile > Security > Agentic Investing and choose the access level. "Read-only" is enough for the portfolio check: Claude can then read your account and portfolio but cannot place orders. The setting is only available in the web version.
In Claude go to Customize > Connectors, add a custom connector and enter this server address: https://mcp.scalable.capital/mcp The free Claude plan allows one custom connector; Fair Value Calculator comes from the directory and is not a custom connector.
Claude opens the Scalable sign-in page: sign in, complete the two-factor confirmation and authorize the connection.

According to Scalable, access is time-limited for security reasons. If Claude reports that the connection has expired, simply sign in again. Personal brokerage accounts are supported, child accounts are not.

Step 2b: connect Interactive Brokers

In Claude go to Customize > Connectors, open the directory and search for "Interactive Brokers".
Click "Connect", sign in on the IBKR login page and authorize access. If you have several accounts, choose one and click "Give Access".

According to IBKR the connection is not available in India and Japan. You can revoke access at IBKR under Settings > Manage Third-Party Consents.

Step 3: have your portfolio checked

Open a new chat, click "+" at the bottom left and check under "Connectors" that both connections are switched on. Then copy one of these sentences and send it. If Claude asks to use the tools, choose "Allow once" or "Always allow".

Get my holdings from Scalable Capital and check my portfolio with the Fair Value Calculator.

Get my holdings from Interactive Brokers and check my portfolio with the Fair Value Calculator.

Check my portfolio with the Fair Value Calculator: Apple 20%, SAP 15%, Allianz 10%, Novo Nordisk 8%.

What you get back

Every holding with its verdict (undervalued, near fair value, overvalued), distance in 10-point bands, quality score and the three buy rules of the strategy: fair value, quality, uptrend.
The share of your portfolio below, near and above fair value, by weight when Claude sends weights, values or numbers of shares.
The median distance to fair value, the average quality score, the largest positions and sectors.
Which holdings are overvalued and which have a quality score below 50 (the minimum of the buy rule).
A link to the full analysis of each stock and a link into your watchlist, where you can keep following the portfolio.

Free and with Pro

Free

Up to 10 different holdings a day, the largest first, as snapshots without the fair value. Holdings already checked can be checked again the same day.

Pro

Up to 50 holdings per request, each with its fair value, plus 50 full valuations a day and the email alert for your watchlist. The same Pro as on the website, it applies right away to your connected account.

Try Pro: first month $1 All limits of the AI connection

Common questions

Does Fair Value Calculator see my account or my login?

No. The connection to Scalable or IBKR runs between Claude and your broker. Claude only sends us the holdings it wants checked: name, ticker or ISIN, plus weight, value or number of shares. We never receive your broker login or account data.

Can Claude place orders through the connection?

With Scalable only at the access level "Full access" and only after your explicit confirmation; "Read-only" is enough for the portfolio check. With IBKR, according to IBKR, you review and submit every order yourself. Fair Value Calculator only reads valuations and never places orders.

What does it cost?

Scalable Capital and Interactive Brokers say they charge no fee for the connection. Custom connectors are available on every Claude plan, one on the free plan. For Fair Value Calculator a free account is enough: 10 different holdings a day. Pro checks up to 50 holdings per request with fair value.

Does this also work in ChatGPT or Grok?

Scalable and IBKR say they also support ChatGPT, Grok and Perplexity. The portfolio check of Fair Value Calculator works in Claude and other programs with MCP, not yet in ChatGPT.

And without a broker connection?

Just type the holdings into the chat, for example: "Check my portfolio with the Fair Value Calculator: Apple 20%, SAP 15%". The ISIN is the most exact input.

Why is there no fair value for ETFs?

We do not value funds like a single stock. They are listed in the answer but do not count in the share below or above fair value. How the stocks inside a fund are valued is shown on the fund page.

Sources

Read on Nov 13, 2026. If Scalable, IBKR or Anthropic change their menus, their help pages apply.

Fair Value Calculator for your AI · All programs · Portfolio check on the website