ib-stop-loss

Q: How do I install ib-stop-loss?

Run npx skills add https://github.com/staskh/trading_skills --skill ib-stop-loss 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-stop-loss/ (personal) or .claude/skills/ib-stop-loss/ (project).

by staskhBusiness & Finance

Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.

Installs: 44
Last 24h: —
Trending rank: —
Security: Not audited

Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/staskh/trading_skills --skill ib-stop-loss

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-stop-loss 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 Stop-Loss Manager

Analyzes PMCC (diagonal call spread), naked LEAPS, and stock positions in the IB portfolio and manages conditional stop-loss orders.

Default mode is dry-run — no orders are placed unless --execute is in the request.

IB Connection

TWS or IB Gateway must be running locally with API enabled:

Paper trading — port 7497
Live trading — port 7496
IB_PORT env var — default port when --port is omitted (e.g. IB_PORT=4001 for a Gateway container). Precedence: --port flag > IB_PORT > built-in default. Set it in the shell or a .env file.

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

Step 1: Run the script

Dry-run (default — no orders placed):

uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py

Execute (cancel orphan orders + place SL_ conditional orders):

uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py --execute

Execute forced (basis = current mid price, can lower existing stops):

uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py --execute --forced

Step 2: Format the report

Format JSON output as a markdown report with four sections:

Section 1: Alert Soon

List symbols in alert_soon prominently — these are past the early-warning threshold.

Section 2: Existing Conditional Orders

Show all_conditional_orders.module (SL_ orders) and all_conditional_orders.manual (manually placed). If orphan_orders is non-empty, warn that these were cancelled (execute mode) or need manual cancellation (dry-run).

Section 3: Positions

For each entry in positions, show a table:

Field	Value
Symbol	NVDA — pmcc (3 contracts)
Spot	$219.05
LEAPS	200C 20270115 · avg cost $44.27 · current $44.23 · basis $44.27
Stop price	$22.14 (40% stop) → action: place_new
LEAPS loss	0.1%
Shorts	235C 20260515 · received $0.61 · current $0.56 · 9.5% decayed

Show preserve_existing when a more-protective stop already exists. Show overwrite (red) when forced=true lowers an existing stop.

Section 4: Alerts

Group alerts by symbol. Types:

Type	Meaning
`leaps_early_warning`	LEAPS down ≥ stop_pct/2% from basis
`short_premium_decay`	90%+ of short premium captured — close or roll
`short_near_strike`	Spot at/above or within X% of short strike

Step 3: Report to user

State dry-run vs execute mode prominently.
Lead with alert_soon symbols.
For each position: show stop action and current loss %.
Show alerts section last.

Arguments

Flag	Default	Description
`--port`	7497	IB Gateway/TWS port
`--account`	all	Specific account ID
`--symbols`	all	Analyze only these symbols
`--legs`	none	Specific option legs: `SYMBOL:STRIKE[C\|P]:EXPIRY` (e.g. `IBKR:70C:20270115 IBKR:100C:20260918`). Right defaults to `C`. Takes precedence over `--symbols`. Use when multiple PMCC/LEAPS coexist on the same symbol and only one pairing should get a stop.
`--stop-pct`	40	Loss % that triggers exit
`--short-near-strike-pct`	5	Near-strike alert threshold
`--price-mode`	mid	Option pricing: `mid` or `last`
`--execute`	off	Cancel orphans + place SL_ orders
`--forced`	off	Use current mid as basis (requires `--execute`)

JSON Output Structure

{
  "generated_at": "2026-05-12 10:00 ET",
  "dry_run": true,
  "forced": false,
  "stop_pct": 40.0,
  "short_near_strike_pct": 5.0,
  "accounts": ["U1234567"],
  "symbols_filter": null,
  "all_conditional_orders": {"module": [], "manual": []},
  "orphan_orders": [],
  "alert_soon": ["PFE"],
  "positions": [
    {
      "symbol": "NVDA",
      "type": "pmcc",
      "account": "U1234567",
      "qty": 3,
      "underlying_price": 219.05,
      "leaps": {
        "strike": 200.0, "expiry": "20270115", "avg_cost": 44.27,
        "current_price": 44.23, "stop_basis": 44.27,
        "stop_price": 22.14, "loss_pct": 0.1
      },
      "shorts": [
        {"strike": 235.0, "expiry": "20260515",
         "premium_received": 0.61, "current_price": 0.56, "decay_pct": 9.5}
      ],
      "stop_loss": {"stop_price": 22.14, "action": "place_new", "existing_stop": null},
      "alert_soon": false,
      "alerts": []
    },
    {
      "symbol": "AAPL",
      "type": "stock",
      "account": "U1234567",
      "qty": 100,
      "underlying_price": 189.50,
      "stock": {
        "avg_cost": 175.00, "stop_basis": 189.50,
        "stop_price": 94.75, "loss_pct": 0.0
      },
      "stop_loss": {"stop_price": 94.75, "action": "place_new", "existing_stop": null},
      "alert_soon": false,
      "alerts": []
    }
  ]
}

Key Fields

alert_soon — top-level list of symbols where loss ≥ stop_pct/2%
position.type — pmcc | leaps | stock
stop_loss.action — place_new | preserve_existing | overwrite
stop_loss.existing_stop — price of the existing SL_FALL_ order if present
For PMCC: stop order is a single combo (BAG) order closing LEAPS + all shorts atomically
In execute mode: orphan SL_ orders (no matching position) are cancelled first

Order Identification

SL_FALL_{SYM}_{STRIKE}_{EXPIRY} — options (PMCC or naked LEAPS)
SL_FALL_{SYM}_STK — stock positions

Architecture

All analytics live in src/trading_skills/broker/stop_loss.py:

Analytics (no IBKR — testable in isolation):

calc_stop_basis — max(mid, avg_cost) normally; current_mid if forced
calc_stop_price — basis × (1 - stop_pct/100)
calc_short_premium_decay_pct — % of short premium captured
identify_positions — classify normalized positions into pmcc/leaps/stock
build_position_analysis — full per-position output dict
detect_orphan_orders — SL_FALL_ orders for gone positions
summarize_all_conditional_orders — splits IB orders into module vs manual

Data layer (IBKR):

get_stop_loss_data — main entry point
_cancel_orphan_orders — cancel stale SL_ orders
_place_combo_stop_order — BAG order for PMCC (atomic LEAPS + shorts)
_place_simple_stop_order — single order for naked LEAPS or stock
_execute_position_stop — dispatch per position type

FAQ

What does the ib-stop-loss skill do?

How do I install ib-stop-loss?

Run npx skills add https://github.com/staskh/trading_skills --skill ib-stop-loss 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-stop-loss/ (personal) or .claude/skills/ib-stop-loss/ (project).

Which AI agents can use ib-stop-loss?

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-stop-loss 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-stop-loss?

It is published by staskh in staskh/trading_skills. It has 44 recorded installs.

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ib-stop-loss

Install

Install

Describe the task

Review the result

SKILL.md

IB Stop-Loss Manager

IB Connection

Instructions

Step 1: Run the script

Step 2: Format the report

Section 1: Alert Soon

Section 2: Existing Conditional Orders

Section 3: Positions

Section 4: Alerts

Step 3: Report to user

Arguments

JSON Output Structure

Key Fields

Order Identification

Architecture

FAQ

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