Stock Market AI Trading Bot Setup Workflow

Step 1: Connect your broker (read-only) Start here; it's the safest tier. I use Interactive Brokers, but the steps should be similar if your broker allows an AI connection. In Interactive Brokers (IBKR), go to Trade → AI instructions → connect to Claude. Now Claude can read your positions, cash, margin, P&L, full history, and risk, but it can't execute anything yet. Try prompts like: "What's my account value and how much dry powder do I have left?" Step 2: Supercharge it with market data Connect the FMP and QuiverQuant MCPs so Claude has live market data 24/7 alongside your portfolio. Now it can research and analyse against real numbers. Step 3: Enable execution (optional, advanced) If you want Claude to actually place orders, run through IBKR's Trader Workstation (TWS) API. Download TWS, make a new account, and log in. Then: turn off read-only, restrict connections to your own device, set it to restart daily, and start on a paper account. Step 4: Connect Claude to TWS Tell Claude it's running with API access enabled and read-only off, give it your socket port, and have it install Python, set up the environment, and confirm the connection by pulling your account summary. Now it can place orders on your behalf. Step 5: Mobile support This is the part I use most. You can put your whole bot on Telegram so you can prompt on the go. You'll need an always-on device (an old laptop or Mac Mini), Telegram with proper 2FA, and Claude. Step 6: Wire up the Telegram bot Search BotFather on Telegram, create a new bot, and connect its token to Claude Code. The flow is: Telegram → listener script → Claude + TWS. Now you can text your bot for trades, alerts, setups and research from anywhere.