Ib Portfolio

A straightforward wrapper around the IB API that pulls your current portfolio positions into Claude. You ask about your holdings, it runs a Python script that connects to your local TWS or Gateway instance and returns symbols, quantities, costs, and P&L as JSON. The main thing to know is you need the desktop client already running with API access enabled on the right port, 7497 for paper or 7496 for live. It's not doing anything fancy, just bridging the gap so you can query your positions conversationally instead of clicking through the IB interface. Useful if you're already running TWS and want quick portfolio checks without context switching.

GitHub stars: 248
last updated: Jun 11, 2026

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Install

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

Installs into .claude/skills of the current project.

Files

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
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/portfolio.py [--port PORT]

Arguments

--port - IB port (default: 7497 for paper trading)
--account - Specific IB account ID (optional, defaults to first account)

Output

SKILL.md on GitHub

Details

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