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.

bash

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 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