Ib Account

Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.

jadegate a08cf34 1.3 KB Updated

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IB Account

Fetch account summary 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.

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

Arguments

  • --port - IB port (default: 7496 for live trading)
  • --account - Specific account ID to fetch
  • --all-accounts - Fetch summaries for all managed accounts

Default behavior (no flags): fetches the first managed account only. Always use --all-accounts unless the user asks for a specific account.

Output

Returns JSON with:

  • connected - Whether connection succeeded
  • accounts - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.

If not connected, explain that TWS/Gateway needs to be running.

Dependencies

  • ib-async

jadegate/jadegate/tree/main/skills/ib-account commit a08cf34023

Frequently asked questions

npx skillmds@latest add jadegate/ib-account