Ib Account

Pulls your account summary from Interactive Brokers through their API. You ask Claude about your balance or buying power, and this hits your local TWS or IB Gateway instance to grab cash balance, net liquidation, and buying power. Defaults to port 7496 for live trading, 7497 for paper. One gotcha: it fetches only your first managed account unless you pass the all-accounts flag, so if you're managing multiple accounts, you'll want to be explicit about that. Returns clean JSON with connection status and account data. Requires your TWS or Gateway running locally with API access enabled, which is standard if you're already automating trades through IB.

GitHub stars: 248
last updated: Jun 11, 2026

View on GitHub

Install

$ npx -y skills add staskh/trading_skills --skill ib-account --agent claude-code

Installs into .claude/skills of the current project.

Files

IB Account

Fetch account summary from Interactive Brokers.

IB Connection

TWS or IB Gateway must be running locally with API enabled:

Paper trading — port 7497
Live trading — port 7496
IB_PORT env var — default port when --port is omitted (e.g. IB_PORT=4001 for a Gateway container). Precedence: --port flag > IB_PORT > built-in default. Set it in the shell or a .env file.

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 uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

uv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

SKILL.md on GitHub

Details

Repository: github.com/staskh/trading_skills
Categories: Backend & APIs, Finance & Trading
License: MIT
First seen: Jun 11, 2026