Humbled Trader 6/23/2026 23 min video 3 slides

Claude × Interactive Brokers API — A Full Pipeline for an AI Trading Bot

#Claude × Interactive Brokers API #Trend Join Long strategy #rules.json order rules #universe scan → execution pipeline #Telegram alerts #backtest vs live gap

Claude + IBKR API: Complete AI Trading Bot Guide

69,783 views 8 highlights

TL;DR · What you'll learn

1 Picture this: every morning you wake up, your AI trading bot has already scanned the market and sent you a list of gappers that fit your strategy. After the open it auto-fires buy and sell orders, then runs the cycle every 30 minutes through the whole trading day. That's what wiring Interactive Brokers API to Claude Code unlocks.
2 What you'll learn: broker API setup with a safe Claude Code connection, AI-assisted strategy design, the full pipeline from universe scan → decision loop → execution → exit, Telegram alerts, and a dashboard tracking R-multiples per trade.
3 On the previous video, Claude + TradingView produced a pre-market plan and a backtested high-win-rate strategy — but it couldn't actually pull the trigger to buy or sell. That's the gap this video closes.
4 This time the bot places its own orders, manages stops, takes partials, trails winners, and force-closes everything before market close. The whole pipeline runs locally on the author's PC via Interactive Brokers API and Claude.
5 Strategy: the previous video's Trend Join Long, backtested at 64% win rate, profit factor 2.48, max drawdown 7%, total P&L 12% — strong on paper.
6 The implementation core is rules.json — every entry and exit condition declared as JSON for the bot to read each cycle. Even the rules file itself is generated by asking Claude to write it.
7 Live results: honestly, meh. The backtested numbers didn't translate. Two reasons — the backtest was limited, and the author hasn't been able to fully encode every manual execution decision into code.
8 Bottom line right now: the author trading Trend Join Long manually still beats the bot. But the TradingView + Interactive Brokers API stack is 'a solid starting point' and the optimisation work continues.

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3 slides total

01 Slide 1 / 3

Watch at 00:00

The wall that Claude + TradingView couldn't break — execution

The previous Claude × TradingView setup got the author all the way to a pre-market plan and a high-win-rate backtested strategy. The last wall — actually pulling the trigger to buy and sell — stayed in place. This video knocks that wall down with Interactive Brokers API and Claude Code.

The pitch is simple but striking. Wake up, find the bot has already scanned the market and texted you the gappers that fit your strategy. After the open it auto-fires buys and sells, manages stops and partials, trails winners, and force-closes everything before market close — all driven by your own PC via IBKR API and Claude. The video walks through broker API setup with a safe Claude Code connection, AI-assisted strategy design, the full pipeline from universe scan to decision loop to execution to exit, Telegram alerts, and an R-multiple dashboard.

02 Slide 2 / 3

Watch at 10:56

Codifying a strategy — rules.json turns a backtest into execution

The strategy is Trend Join Long from the previous video — backtested at 64% win rate, profit factor 2.48, max drawdown 7%, total P&L 12%. Numbers that look great on paper. The job is to translate this Pine Script strategy into something the Interactive Brokers API bot can execute on every cycle.

The core artefact is rules.json. Every entry and exit condition is declared as JSON, and the bot reads it on each pass. The clever move is writing rules.json by asking Claude — 'build me a rules.json for the trading bot, strategy name Trend Join Long, long-only...' — and letting it produce the structured ruleset without omissions.

03 Slide 3 / 3

Watch at 21:47

Backtest vs live — the honest gap

The live results were 'just meh,' to use the author's word. The gap between backtest and live execution was bigger than expected. Two reasons surface. One, the backtest was limited — an unlimited number of tickers over a limited timeframe on TradingView. Two, the author hasn't fully encoded every manual execution decision into indicators and parameters yet. That's the part still being iterated on, with future videos promised.

The honest summary: right now the author trading Trend Join Long manually still beats the bot. But the TradingView + Interactive Brokers API system is 'a solid starting point' and the optimisation work continues. As an honest snapshot of where AI trading actually stands today, this is unusually useful — no breathless hype, just the gap between the backtest dream and the live tape.

Editor's Take

The most honest part of building an auto-trading bot with Claude and the IBKR API is the conclusion that 'live trading fell short of the backtest.' Why the elegant 64% win rate collapsed in reality — limited validation and the inability to fully encode discretionary execution — is a lesson that extends beyond finance to all automation. AI can assemble the plumbing and pipeline, but the final wall of verbalizing tacit knowledge still rests with humans.

Source

Humbled Trader

Claude + IBKR API: Complete AI Trading Bot Guide

Published 6/20/2026 23 min 69,783 views

This article auto-summarizes the YouTube video's transcript with Claude. Please refer to the original video for nuance and exact wording.

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