Ib Portfolio Agent Skill

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.

731 tokens

context cost

the whole folder, loaded on every use

files

ships runnable scripts

copies elsewhere

how many repositories repackaged it

308

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

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

The instruction itself

7 sections, as written by the author

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_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

> Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in 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 succeeded
positions - 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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How to use it

Copy the folder

Take staskh/ib-portfolio from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.