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Trading_skills 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.

install
source · Clone the upstream repo
git clone https://github.com/staskh/trading_skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/staskh/trading_skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/.claude/skills/ib-portfolio" ~/.claude/skills/staskh-trading-skills-ib-portfolio && rm -rf "$T"
manifest: .claude/skills/ib-portfolio/SKILL.md
source content

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.

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