How do I install the Ib Account skill?

Run npx skillmds@latest add staskh/ib-account 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 Account safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: executes scripts, makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Ib Account?

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 Account free to use?

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

Who published Ib Account?

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

Ib Account by staskh — Agent Skill

Name: Ib Account
Rating: 4.2 (5 reviews)
Author: staskh

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.

staskh 54ea9fc 2 files · 3.2 KB Updated Sep 10, 2026

File contents

IB Account

Fetch account summary 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/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

--port - IB port (default: 7497 for paper 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

Timezone

All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.

---name: ib-accountdescription: 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.---# IB AccountFetch account summary from Interactive Brokers.## IB ConnectionTWS 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.```bashuv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]```## Arguments- `--port` - IB port (default: 7497 for paper 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.## OutputReturns 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`## TimezoneAll timestamps and time-based calculations must use the `America/New_York` timezone. All JSON output must include `generated_at` (NY time string) and `data_delay` fields.

Frequently asked questions