Ib Find Short Roll

This connects Claude to your Interactive Brokers account to analyze option rolling strategies and covered call opportunities. It auto-detects your positions (short options, long options, or long stock) and pulls real-time data to suggest roll candidates or new shorts to open. You get JSON output with candidates ranked across different strikes and expirations, plus earnings dates to avoid. The script handles three modes: rolling existing shorts, creating vertical spreads against long options, or writing covered calls against stock. Requires TWS or IB Gateway running locally. The markdown template formats everything into a readable report. Honestly most useful if you're actively managing option positions and want quick analysis without clicking through IB's interface.

GitHub stars: 248
last updated: Jun 11, 2026

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Install

$ npx -y skills add staskh/trading_skills --skill ib-find-short-roll --agent claude-code

Installs into .claude/skills of the current project.

Files

IB Find Short Roll

Analyze roll options for short positions or find best short options to open against long stock using real-time data 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.