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.

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.