ib-portfolio

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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.

2installs

Sourcestaskh/trading_skills

Added on2026-08-12

NPX Install

npx skill4agent add staskh/trading_skills ib-portfolio

SKILL.md Content

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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.

bash

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.