Trading_skills ib-portfolio-action-report

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. 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 "$T/.claude/skills/ib-portfolio-action-report" ~/.claude/skills/staskh-trading-skills-ib-portfolio-action-report && rm -rf "$T"

manifest: .claude/skills/ib-portfolio-action-report/SKILL.md

source content

IB Portfolio Action Report

Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.

Prerequisites

User must have TWS or IB Gateway running locally with API enabled:

Paper trading: port 7497
Live trading: port 7496

Instructions

Step 1: Gather Data

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/report.py [--port PORT] [--account ACCOUNT]

The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings.

Step 2: Format Report

Read

templates/markdown-template.md

for formatting instructions. Generate a markdown report from the JSON data and save to

sandbox/

Filename:

ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md

Step 3: Report Results

Present critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path.

Arguments

```
--port
```
- IB port (default: 7496 for live trading)
```
--account
```
- Specific account ID to analyze (optional, defaults to all accounts)

JSON Output

The script returns structured JSON with:

```
generated
```
- Timestamp
```
accounts
```
- List of account IDs
```
summary
```
- Red/yellow/green counts
```
spreads
```
- All positions grouped into spreads with risk level, urgency, and recommendations
```
technicals
```
- Technical indicators per symbol (RSI, trend, SMAs, MACD, ADX)
```
earnings
```
- Earnings dates per symbol
```
prices
```
- Current prices per symbol
```
earnings_calendar
```
- Upcoming earnings with account/position info
```
account_summary
```
- Position and risk counts per account

Report Sections

Critical Summary: Count of positions by risk level (🔴/🟡/🟢)
Immediate Action Required: Positions expiring within 2 days
Urgent - Expiring Within 1 Week: Short-term positions needing attention
Critical Earnings Alert: Positions with earnings this week
Earnings Next Week: Upcoming earnings exposure
Expiring in 2 Weeks: Medium-term expirations
Longer-Dated Positions: Core holdings with spread analysis
Top Priority Actions: Numbered action items by urgency
Position Size Summary: Account-level breakdown
Earnings Calendar: Next 30 days of earnings dates
Technical Analysis Summary: RSI, trend, SMAs, MACD, ADX for each underlying

Example Usage

# All accounts on live trading port
uv run python scripts/report.py --port 7496

# Specific account
uv run python scripts/report.py --port 7496 --account U790497

Dependencies

```
ib-async
```
```
pandas-ta
```
```
yfinance
```