For serious Interactive Brokers traders
Professional tools for your IBKR account
Position sizing calculators, automatic portfolio sync via Flex, real-time risk analytics and tax reporting. Built for traders who make decisions with data.
Why Fulcrum Quant
Stop calculating by hand.Stop wasting time in spreadsheets.
We built Fulcrum Quant for European quantitative traders who already operate with Interactive Brokers and need professional tooling without depending on spreadsheets, Python scripts that break every two weeks, or Bloomberg. Our platform combines the power of an institutional terminal with the simplicity of a modern SaaS. No intermediaries, no custody of your funds, no friction. Just the tools you need, fed with the data you already have.
Initial catalog
Tools you'll use from day one
Online terminal with your data in real time
Visualize your portfolio, measure risk, receive alerts. All connected directly with Interactive Brokers, no intermediaries, no custody of your funds.
Ver todas las herramientasPosition Size Calculator
Compute optimal position size given a risk %, stop distance and volatility. Supports stocks, futures, options and CFDs.
Portfolio Sync
Sync your IBKR portfolio via Flex Web Service. Equity curve, allocation by sector/asset class/currency, realized vs unrealized P&L.
Risk Analytics
VaR (95%, 99%), Sharpe, Sortino, Calmar, max drawdown, exposure by symbol and correlation matrix.
Tax Reporting
FIFO/LIFO/Spec-ID, wash sales rule (US), qualified dividends, withholding taxes. Export to PDF/CSV for your accountant.
Options Strategy Builder
Build spreads, straddles, condors. Real-time Greeks (Delta/Gamma/Vega/Theta), P&L diagrams, implied volatility analysis.
Alerting Engine
Custom rules: max drawdown, exposure by sector, Greeks limits, corporate events. Webhook + email.
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.
Transparent pricing
Setup fee + monthly fee.No surprises.
Institutional model: pay setup once and a monthly fee for the service. 7-day free trial on every plan.
Ver planesFAQ
Frequently asked questions
Is Fulcrum Quant affiliated with Interactive Brokers?
We are in the process of formalizing the IBKR Affiliate agreement. Until then we operate as an independent tool that connects to your IBKR account with your explicit permission. We do not custody funds or trade on your behalf.
What data of mine do you access?
Only what is needed for the tools you use. Flex Web Service gives read-only access to your trade history and positions. Client Portal API gives real-time portfolio access, also read-only. We never request trading permissions.
Can I cancel the monthly fee anytime?
Yes. Cancel whenever you want from your account, no penalty. You keep using the tools until the end of the paid period.
What happens with my data if I cancel?
You have 30 days to export all your history. Then it is automatically deleted from our systems. No lock-in, no hostage.
Are you regulated as an investment fund?
No. Fulcrum Quant is a software company, not a capital management entity. We do not manage or custody third-party money. When we launch investment vehicles we will announce it with the corresponding regulation.
Is there a discount for annual payment?
Yes, -15% on the monthly fee if you pay all 12 months upfront. The setup fee remains one-time.
Join the waitlist
The first 100 accounts get early access and -50% off the setup fee. No commitment.
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