ib-portfolio
GitHub从 Interactive Brokers 获取投资组合持仓信息。当用户询问持仓、头寸或持有股票时使用。需本地运行 TWS 或 IB Gateway，支持自动端口回退及纽约时区输出。
触发场景
安装
npx skills add staskh/trading_skills --skill ib-portfolio -g -y
SKILL.md
Frontmatter
{
"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.
IB Connection
TWS or IB Gateway must be running locally with API enabled:
- Paper trading — port 7497
- Live trading — port 7496
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
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
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 succeededpositions- 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.
版本历史
- cc30858 当前 2026-07-05 11:04
依赖关系
-
required
trading-skills
