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.
pinned to #cc30858updated 3 months ago
Ask your AI client: “install skills/ib-portfolio”.
Requires the metahub MCP server installed in your client. Set up MCP.
mh install skills/ib-portfoliometahub onboarded this repo on the author's behalf.
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Stars
288
Last commit
3 months ago
Latest release
published
- #ai-trading
- #claude
- #claude-skills
- #mcp-server
- #option-trading
- #options-trading
About this skill
Pulled from SKILL.md at publish time.
Fetch current portfolio positions from Interactive Brokers.
Automated checks the publisher passed at publish time — structure, docs, safety, and whether the artifact behaves as claimed.cc30858· 3 months ago
Behavioral checks ran but aren't published for this artifact; the static checks above ran at publish time.
Kind-specific
3 passed1 warningSkill: triggers declaredwarn
No `trigger` phrases in SKILL.md frontmatter
Add `trigger:` lines so Claude knows when to activate this skill — e.g. `when building MCP servers` or `for diagram creation`.
Skill: SKILL.md present
found at .claude/skills/ib-portfolio/SKILL.md · frontmatter source: SKILL.md
Skill: body content present
221 words · 1,419 chars · 6 sections · 1 code block
Skill: allowed-tools scope
no allowed-tools restriction (Claude may use anything)
Release history
1- releasecurrentcc30858warn3 months ago
Contents
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
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.
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Related
Verification Before Completion
Evidence before assertions, always
Writing Plans
Turn specs into phased implementation plans
Test-Driven Development
Red → green → refactor discipline for any feature or bugfix
mh install skills/ib-portfolio