Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.
Installs into .claude/skills of the current project.
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---
name: ib-account
description: Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.
dependencies: ["trading-skills"]
---
# IB Account
Fetch account summary from Interactive Brokers.
## Prerequisites
User must have TWS or IB Gateway running locally with API enabled:
- Paper trading: port 7497
- Live trading: port 7496
## Instructions
> **Note:** If `uv` is not installed or `pyproject.toml` is not found, replace `uv run python` with `python` in all commands below.
```bash
uv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]
```
## Arguments
- `--port` - IB port (default: 7496 for live trading)
- `--account` - Specific account ID to fetch
- `--all-accounts` - Fetch summaries for all managed accounts
**Default behavior** (no flags): fetches the first managed account only.
**Always use `--all-accounts`** unless the user asks for a specific account.
## Output
Returns JSON with:
- `connected` - Whether connection succeeded
- `accounts` - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.
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.
