For Interactive Brokers traders with €100K – €2M
The terminalBloomberg didn'tbuild for you.
Fulcrum Quant replaces the stack of Excel, Koyfin, Sharesight and Python scripts — with a sharp focus on options analytics and workflow automations. Direct IBKR Flex Web Service sync. Live Greeks. Webhook-driven actions. From €29/month.
London · Madrid · New York
Why Fulcrum Quant
You're running a €1M portfolioon tools built for €10K accounts.
You trade IBKR seriously, but you're stuck between two worlds. Bloomberg charges €24,000 a year and assumes you have a Bloomberg chat at your desk. Yahoo Finance is free and assumes you're fine with delayed quotes and a generic pie chart. Neither was built for the European self-directed trader managing their own capital — or a small family office with three entities across two currencies. Fulcrum Quant sits in the middle. Direct API integration (not manual CSV exports), institutional-grade risk analytics (not a Google Sheet that breaks every quarter), and tax-ready outputs (not an annual panic call to your gestor). No custody of your funds, no intermediary, no markup on execution. Just the tooling you should have had five years ago.
Your current stack
Sound familiar?
If you're a serious IBKR trader, you probably have a stack that looks something like this. Fulcrum Quant replaces all of it.
Excel / Google Sheets
Sharpe ratios in cell B12 that broke when you renamed a column. Position size formulas that assume EUR/USD = 1.10 forever. Quarterly ritual of re-importing everything.
Replaced by live risk metrics that compute on every tick and never need reformatting.
Koyfin ($79-199/mo)
Beautiful dashboards for the S&P 500 — and zero visibility into your actual IBKR account. You copy numbers by hand from your broker statement.
Replaced by direct broker sync: positions, balances and P&L pull live from IBKR Flex Web Service.
Sharesight ($23/mo)
Tax reports are great, but you re-upload the IBKR Activity Statement CSV every month like it's 2008. No Greeks. No real-time.
Replaced by tax-ready exports generated from real-time data, on demand, with full FIFO / LIFO / Spec-ID cost basis.
Bloomberg Terminal ($24,240/yr)
Overkill. You don't need a chat with the Goldman FX desk. You need your IBKR portfolio in a clean terminal without command-line syntax from 1985.
Replaced by a modern UI with the same institutional-grade data, at 1% of the cost. No IB<GO> keyboard incantations.
Python scripts
Work for 18 months, then a yfinance API change breaks everything the morning you need it most. No version control, no team, no audit trail.
Replaced by Fulcrum Quant's risk engine. Same computations, zero maintenance, your quant reviews the model in 30 minutes.
What's inside
Six tools.One product.No spreadsheets.
Every Fulcrum Quant tool runs on the same data — your live IBKR positions via Flex Web Service. No CSV exports. No manual re-imports. Just one terminal where everything connects.
Position Size Calculator
The sizing math Bloomberg charges €24K/year for — free, no signup.
What it is
Given your account size, risk tolerance, entry, and stop loss, compute the exact shares, contracts, or lots for any trade. Pip/tick-aware, asset-class specific.
How it works
- 15 instrument presets (AAPL, NVDA, ES, NQ, EUR/USD, BTC, CL…) with the right contract size and pip value baked in
- Forex lots at 0.01 precision (1 lot = 100,000 units); futures contracts with tick size known (ES/NQ = 0.25, CL = 0.01)
- Live R-multiple computation, reward scenarios at -2R to +2R, and a visual R:R bar
- Risk flags for over-leverage (>5× margin), bad R:R (<1:1), and zero-sized positions
When you use it
Before every trade. Enter entry, stop loss, take profit — get the exact size and whether the R:R is worth the risk.
Portfolio Sync
Your IBKR account, live. Not a CSV you uploaded in 2019.
What it is
Direct integration with Interactive Brokers via the Flex Web Service — the same backend that powers institutional reporting. Positions, balances, executions, dividends, cost basis.
How it works
- Read-only token you generate in IBKR Account Management. Revoke anytime. We never see your password
- 15-minute sync during market hours. Corporate actions and margin warnings pushed via webhook in seconds
- 2-3 years of historical trade import on setup, so your equity curve starts at day one — not at signup
- Multi-account aggregation: individual, joint, IRA, LLC, corporate — all in one dashboard
When you use it
Every time you log in. See exactly what IBKR sees, without the 3-screen click-through in IBKR Account Management.
Risk Analytics
Sharpe, VaR, drawdown — the metrics that decide if your strategy survives.
What it is
Portfolio-level risk metrics that compute live on your position set. The same formulas Bloomberg runs, but on your actual IBKR data instead of an Excel macro.
How it works
- Sharpe, Sortino, Calmar ratios on rolling 12-month windows. No Python script that breaks every quarter
- Value at Risk (95%, 99%) and Expected Shortfall using parametric and historical methods
- Max drawdown tracking with recovery time — see which positions dragged you down and when you recovered
- Correlation matrix between positions and asset classes — know what's doubling up before the crash
When you use it
Weekly review. Or when something feels off. Or before every major position change. The numbers don't lie.
Tax Reporting
Modelo 720 ready. IRPF-ready. DAC6-ready. Your gestor will thank you.
What it is
Tax-ready exports generated on demand from your live positions. FIFO, LIFO, Spec-ID — pick your cost basis method. PDF for your gestor, CSV for your records.
How it works
- FIFO / LIFO / Spec-ID cost basis selection. Per-account or per-jurisdiction
- Wash sales detection for US tax persons. Qualified dividends classification
- Modelo 720 export for Spanish tax residents — all foreign securities above €50K with valuation at 31 December
- DAC6-ready templates for EU. Form 8949 for US. PDF and CSV outputs
When you use it
Once a year at tax time. Or quarterly if you run a family office. Or whenever your gestor asks for a statement.
Options Strategy Builder
Multi-leg strategies with live Greeks, vol surface, and margin preview — deeper than Bloomberg OMON at 1% of the cost.
What it is
Build spreads, straddles, condors, butterflies. Live Black-Scholes Greeks, payoff diagrams at any date, IV surface analysis. The Bloomberg OMON section, but usable.
How it works
- Live Greeks: Delta, Gamma, Vega, Theta, Rho for single legs and multi-leg strategies
- Payoff diagrams at expiration and at any custom date. See how your position evolves through time
- IV surface visualization per underlying. Know if vol is cheap or expensive before you trade
- Margin impact preview — see exactly what IBKR will charge before you place the order
When you use it
Before every multi-leg entry. Or when adjusting a position. Or when you want to know if your short straddle will survive a vol spike.
Alerting Engine
Drag-and-drop workflow builder. Webhook triggers. Alerts that take action — not just notify.
What it is
Custom rules for positions, Greeks, exposure, and corporate events. Real-time triggers with sub-minute latency. Webhooks for Slack, Discord, email, or your own scripts.
How it works
- Rule types: max drawdown, sector concentration, Greeks limits, exposure by symbol/currency/sector
- Webhook + email + Slack + Discord destinations. POST JSON payload to your own URLs
- Corporate actions push events: splits, dividends, mergers — within seconds of IBKR notification
- Real-time triggers, not 15-minute polling. Sub-second latency on price-level alerts
When you use it
Always on. Set it once, get notified when something needs your attention. Stop watching charts manually.
Where we're going deeper
Two areas we'll invest most in.
Fulcrum Quant is a full IBKR toolkit, but two areas will go much deeper than the rest: options analytics and workflow automations. If you trade options or want to automate your trading workflow, this is where the product is heading.
Options analytics, end to end.
Most tools stop at 'show me my Greeks.' Fulcrum Quant goes further: vol surface per underlying, earnings play templates, multi-leg payoff modelling with margin preview, and IV-driven alerts.
- Real-time Greeks (Delta, Gamma, Vega, Theta, Rho) across every position — single leg or multi-leg
- Live IV surface per underlying, with IV rank / IV percentile / IV crush signals
- Multi-leg strategy builder: spreads, condors, butterflies, ratios — with auto-calculated max loss and breakevens
- Volatility spike alerts: notified when an underlying's IV moves more than 2σ from its 30-day mean
- Earnings play templates: pre-built strategies for IV-crush setups, straddles, strangles, calendars
- Margin impact preview: see exactly what IBKR will charge before you place the order
Your trading workflow, automated.
Stop watching charts. Stop rebalancing manually. Stop copying numbers from one tool to another. Fulcrum Quant connects your broker to your alerts, your alerts to your actions, and your actions to your reports.
- Visual workflow builder: drag-and-drop triggers (Greeks, exposure, drawdown) → conditions → actions (webhook, email, Slack, Discord)
- Webhook triggers from any source: receive events from TradingView, custom scripts, brokers, exchanges
- Auto-rebalance when allocation drift exceeds threshold (e.g. 'if NVDA > 8% of portfolio, alert + suggest trim')
- Tax-loss harvesting automation for US persons: scan positions, flag wash-sale candidates, generate replacement trade suggestions
- Corporate actions response: splits, dividends, mergers — auto-flagged with P&L impact preview
- Strategy paper-trading backtest against your live portfolio: simulate a delta-hedge without placing orders
Want early access?
Join the waitlist to lock in -50% off the setup fee and get first access when the options + automations modules launch.
API-native, not CSV-native
Your broker already has an API.We use it.
Most portfolio tools force you to download a CSV once a month and pray the column order didn't change. Fulcrum Quant integrates directly with IBKR via the Flex Web Service — the same backend that powers institutional reporting.
Read-only token
Generate once in IBKR Account Management. Revoke anytime. Fulcrum Quant never sees your password.
15-minute sync
Positions, balances, executions, dividends, corporate actions, cost basis — pulled automatically during market hours.
Historical import
On setup, we import 2-3 years of your trade history. Your equity curve starts at day one, not at signup.
Webhook for events
Corporate actions, large fills, margin warnings — pushed to Fulcrum Quant within seconds, not minutes.
Until IBKR Affiliate status is granted, we use Flex Web Service read-only tokens. Affiliate application is in progress; no impact on functionality, only on commercial relationship terms.
Built for European IBKR traders
The US-default toolsweren't built for you.
EUR base currency, Modelo 720, IBKR as a foreign securities declaration, EU broker reporting under DAC6. Fulcrum Quant handles the European context most US-built tools ignore.
Multi-currency, native
Consolidate accounts in EUR / USD / GBP / CHF with live FX rates from ECB. No 'convert manually' step.
Modelo 720 ready
One-click export of all foreign securities above €50,000 with valuations at 31 December, formatted for your gestor.
IRPF / IRR / DAC6
Capital gains breakdowns compatible with Spanish IRPF, Italian IRR, and EU DAC6 reporting requirements.
GDPR compliant by default
Data hosted in EU regions (Frankfurt / Stockholm). Right to erasure on cancellation. No data sold, ever.
How it works
Three steps. Nothing to install.
Create your account
Email + password. No IBKR credentials, no custody of your funds. We only read data with your permission.
Connect your IBKR
Flex Web Service (read-only) or Client Portal API. You keep full control and can disconnect any time.
Use the tools
Calculate, sync, measure risk, export taxes. Your data encrypted at rest and in transit.
Pricing vs. alternatives
€79/mo Pro.vs. Bloomberg at €2,020/mo.
We replaced €24,000/year in seat licenses with €948/year in tooling. The math is simple. Same risk analytics, same data depth, no command-line interface from 1985.
Ver planesFAQ
Frequently asked questions
Is Fulcrum Quant affiliated with Interactive Brokers?
We are applying to become an IBKR Affiliate and introducing broker. Until approved, Fulcrum Quant operates as an independent software vendor: you connect your own IBKR account via Flex Web Service token (read-only) or import CSV activity statements. We never have access to your funds or trading permissions.
Do you have custody of my money or my trades?
No. Fulcrum Quant is a software layer, not a broker or a fund. Your assets remain at Interactive Brokers. We read your positions and balances — we cannot execute trades, withdraw funds, or move anything. If Fulcrum Quant disappeared tomorrow, your portfolio at IBKR would be exactly as you left it.
What does the setup fee cover?
Onboarding your account, configuring the Flex Web Service connection, importing historical trades (often 2-3 years), setting up your base currency and reporting jurisdiction (Spain, EU, US), calibrating alerts to your risk limits, and a 30-minute call with a quant to align the platform to your workflow. The €99 / €299 / €999 setup fee is one-time.
Can I connect multiple IBKR accounts?
Yes. Pro and Business tiers support up to 5 and 25 accounts respectively, including individual, joint, IRA, LLC, and corporate accounts. All accounts are aggregated in a single dashboard with per-account and consolidated views. Multi-currency consolidation (EUR / USD / GBP / CHF) happens at the portfolio level, not per account.
How does the tax reporting work for Spain / EU?
For Spanish tax residents, we generate Modelo 720-ready exports (foreign securities above €50,000) and IRPF capital gains breakdowns with FIFO / LIFO / Spec-ID cost basis selection. For EU generally, we support DAC6 reporting templates and consolidated cross-border statements. For US persons, we handle wash sales, qualified dividends, and Form 8949 exports. Output is PDF for your gestor and CSV for your records.
What if I cancel? Do you delete my data?
Yes. Within 30 days of cancellation we purge all your trade history, positions, and personal information from our production and backup systems. You can also export everything (positions, trades, tax reports) before cancelling. The €99 setup fee is non-refundable, but the monthly fee is pro-rated and cancellable at any time — no annual lock-in.
Is there an annual payment discount?
Yes: 2 months free on annual plans. The monthly fee remains cancellable at any time even on annual plans, with the unused portion refunded pro-rata. We do this because we believe pricing should reward commitment, not punish flexibility.
I'm an options trader. What Greeks and risk do you support?
Live Black-Scholes Greeks (Delta, Gamma, Vega, Theta, Rho) for single legs and multi-leg strategies. Payoff diagrams at expiration and at any custom date. Portfolio-level Greeks aggregation. IV surface visualisation. Risk by underlying, expiration, and strike. Margin impact preview before you trade. VaR and Expected Shortfall computed on your position set, not a generic estimate.
Stop running your portfolio in spreadsheets.
The first 100 waitlist accounts get early access and 50% off the setup fee. No commitment, no card required.