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.
Install via CLI
openskills install staskh/trading_skills---
name: ib-portfolio
description: 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.
dependencies: ["trading-skills"]
---
# IB Portfolio
Fetch current portfolio positions 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/portfolio.py [--port PORT]
```
## Arguments
- `--port` - IB port (default: 7496 for live 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.No comments yet. Be the first to comment!