# 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.

- Skill: `jadegate/ib-portfolio` (Agent Skill)
- Install (CLI): `npx skillmds@latest add jadegate/ib-portfolio`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jadegate/ib-portfolio/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: jadegate (https://skillmd.com/u/jadegate)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/jadegate/ib-portfolio

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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.

```bash
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`