How do I install the Ib Portfolio Action Report skill?

Run npx skillmds@latest add jadegate/ib-portfolio-action-report in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Ib Portfolio Action Report safe to use?

SkillMD's automated safety review verdict for this skill is PASS. Independent scanners report: SkillSpector: PASS, Skill Scanner: PASS. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Ib Portfolio Action Report?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Ib Portfolio Action Report free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Ib Portfolio Action Report?

jadegate (@jadegate) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Ib Portfolio Action Report by jadegate

Name: Ib Portfolio Action Report
Author: jadegate

Ib Portfolio Action Report

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.

jadegate Updated Sep 17, 2026

File contents

IB Portfolio Action Report

Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.

Prerequisites

User must have TWS or IB Gateway running locally with API enabled:

Paper trading: port 7497
Live trading: port 7496

Instructions

Step 1: Gather Data

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/report.py [--port PORT] [--account ACCOUNT]

The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings.

Step 2: Format Report

Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.

Filename: ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md

Step 3: Report Results

Present critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path.

Arguments

--port - IB port (default: 7496 for live trading)
--account - Specific account ID to analyze (optional, defaults to all accounts)

JSON Output

The script returns structured JSON with:

generated - Timestamp
accounts - List of account IDs
summary - Red/yellow/green counts
spreads - All positions grouped into spreads with risk level, urgency, and recommendations
technicals - Technical indicators per symbol (RSI, trend, SMAs, MACD, ADX)
earnings - Earnings dates per symbol
prices - Current prices per symbol
earnings_calendar - Upcoming earnings with account/position info
account_summary - Position and risk counts per account

Report Sections

Critical Summary: Count of positions by risk level (🔴/🟡/🟢)
Immediate Action Required: Positions expiring within 2 days
Urgent - Expiring Within 1 Week: Short-term positions needing attention
Critical Earnings Alert: Positions with earnings this week
Earnings Next Week: Upcoming earnings exposure
Expiring in 2 Weeks: Medium-term expirations
Longer-Dated Positions: Core holdings with spread analysis
Top Priority Actions: Numbered action items by urgency
Position Size Summary: Account-level breakdown
Earnings Calendar: Next 30 days of earnings dates
Technical Analysis Summary: RSI, trend, SMAs, MACD, ADX for each underlying

Example Usage

# All accounts on live trading port
uv run python scripts/report.py --port 7496

# Specific account
uv run python scripts/report.py --port 7496 --account U790497

Dependencies

ib-async
pandas-ta
yfinance

---name: ib-portfolio-action-reportdescription: Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.---# IB Portfolio Action ReportGenerate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.## PrerequisitesUser must have TWS or IB Gateway running locally with API enabled:- Paper trading: port 7497- Live trading: port 7496## Instructions### Step 1: Gather Data> **Note:** If `uv` is not installed or `pyproject.toml` is not found, replace `uv run python` with `python` in all commands below.```bashuv run python scripts/report.py [--port PORT] [--account ACCOUNT]```The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings.### Step 2: Format ReportRead `templates/markdown-template.md` for formatting instructions. Generate a markdown report from the JSON data and save to `sandbox/`.**Filename**: `ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md`### Step 3: Report ResultsPresent critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path.## Arguments- `--port` - IB port (default: 7496 for live trading)- `--account` - Specific account ID to analyze (optional, defaults to all accounts)## JSON OutputThe script returns structured JSON with:- `generated` - Timestamp- `accounts` - List of account IDs- `summary` - Red/yellow/green counts- `spreads` - All positions grouped into spreads with risk level, urgency, and recommendations- `technicals` - Technical indicators per symbol (RSI, trend, SMAs, MACD, ADX)- `earnings` - Earnings dates per symbol- `prices` - Current prices per symbol- `earnings_calendar` - Upcoming earnings with account/position info- `account_summary` - Position and risk counts per account## Report Sections1. **Critical Summary**: Count of positions by risk level (🔴/🟡/🟢)2. **Immediate Action Required**: Positions expiring within 2 days3. **Urgent - Expiring Within 1 Week**: Short-term positions needing attention4. **Critical Earnings Alert**: Positions with earnings this week5. **Earnings Next Week**: Upcoming earnings exposure6. **Expiring in 2 Weeks**: Medium-term expirations7. **Longer-Dated Positions**: Core holdings with spread analysis8. **Top Priority Actions**: Numbered action items by urgency9. **Position Size Summary**: Account-level breakdown10. **Earnings Calendar**: Next 30 days of earnings dates11. **Technical Analysis Summary**: RSI, trend, SMAs, MACD, ADX for each underlying## Example Usage```bash# All accounts on live trading portuv run python scripts/report.py --port 7496# Specific accountuv run python scripts/report.py --port 7496 --account U790497```## Dependencies- `ib-async`- `pandas-ta`- `yfinance`

Frequently asked questions