Ib Portfolio

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.

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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.

uv run python scripts/portfolio.py [--port PORT]

Arguments

  • --port - IB port (default: 7496 for live 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

jadegate/jadegate/tree/main/skills/ib-portfolio commit cbdb0aab40

Frequently asked questions

npx skillmds@latest add jadegate/ib-portfolio