ib-portfolio

Fetch current portfolio positions from Interactive Brokers.

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Install skill "ib-portfolio" with this command: npx skills add staskh/trading_skills/staskh-trading-skills-ib-portfolio

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

Source Transparency

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