IBI SMART
Analyze and track your US and Israeli portfolios
- Category
- Finance
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
Integration details
Description
This service facilitates the technical transfer of information only and does not constitute investment advice, investment marketing, a recommendation, an opinion, or an offer for any transaction or action. Information generated via Artificial Intelligence tools is provided for general informational purposes only; it may be incomplete or inaccurate and is not tailored to the user's specific circumstances or personal needs. This information should not be relied upon for making investment decisions. Users must exercise independent judgment and, where necessary, consult with a licensed investment advisor. Use of this service is at the user's sole responsibility and constitutes full agreement to these terms. About IBI SMART IBI SMART is an advanced trading platform that empowers users to manage an independent trading account with seamless, real-time access to both the Israeli and U.S. capital markets. The application offers a professional and intuitive interface, providing independent traders with the tools they need to execute trades and track their portfolios efficiently. By joining one of Israel’s leading investment houses, users can leverage cutting-edge technology to navigate global markets with confidence and customer service and technical support.
- Integration type
- Connector
- Verification status
Community connector- Platform
- Claude
- Primary Subcategory
- Wealth & Portfolio Tracking Dashboards
- Secondary Subcategories
- None listed
- Brand
- IBI
- Access
- Account required
- First tracked
- 2026-06-23
- Tool count
- 1
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude Discoverability Score
Claude Connector discovery is coming soon
Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.
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What discovery looks like

Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Wealth & Portfolio Tracking Dashboards
View Category1 tool agents can invoke
How do I improve a Community connector's discoverability?
The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.
What are IBI SMART alternatives on Claude?
As of 2026-09-28, IBI SMART competes with Addepar MCP, Black Diamond, Collation MCP Server, Envestnet Tamarac, Flanks Aggregate, Flourish Financial, Orion, Production Truthifi MCP, ValYou in Claude Wealth & Portfolio Tracking Dashboards, ranked by public Discoverability Score.
Where is this profile measured?
This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.