ib-portfolio
Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
- Installs
- 97
- Last 24h
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- Security
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/staskh/trading_skills --skill ib-portfolio- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads ib-portfolio automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
IB Portfolio
Fetch current portfolio positions from Interactive Brokers.
IB Connection
TWS or IB Gateway must be running locally with API enabled:
- Paper trading — port 7497
- Live trading — port 7496
IB_PORTenv var — default port when--portis omitted (e.g.IB_PORT=4001for a Gateway container). Precedence:--portflag >IB_PORT> built-in default. Set it in the shell or a.envfile.
Port fallback: If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.
Instructions
Note: If
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
uv run python scripts/portfolio.py [--port PORT]
Arguments
--port- IB port (default: 7497 for paper trading)--account- Specific IB account ID (optional, defaults to first account)
Output
Returns JSON with:
connected- Whether connection succeededpositions- Array of positions with symbol, quantity, avg_cost, market_value, unrealized_pnl
If not connected, explain that TWS/Gateway needs to be running.
Dependencies
ib-async
Timezone
All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.
FAQ
What does the ib-portfolio skill do?
Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
How do I install ib-portfolio?
Run npx skills add https://github.com/staskh/trading_skills --skill ib-portfolio in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/ib-portfolio/ (personal) or .claude/skills/ib-portfolio/ (project).
Which AI agents can use ib-portfolio?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is ib-portfolio safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains ib-portfolio?
It is published by staskh in staskh/trading_skills. It has 97 recorded installs.
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