ib-pmcc-advisor
Pulls all diagonal call spreads from your IB portfolio and surfaces actionable metrics on the short leg: delta, IV, assignment probability, and daily P&L projections. Ranks the top roll candidates by delta improvement and net credit, then displays a side-by-side comparison to help you decide whether to hold, roll, or close. Requires TWS or IB Gateway running locally with API enabled.
IB PMCC Advisor analyzes your diagonal call spreads to surface assignment risk, P&L projections, and ranked roll opportunities.
AI-generated summary based on this skill's SKILL.md
Decision gist · record as of 2026-07-20
IB PMCC Advisor analyzes your diagonal call spreads to surface assignment risk, P&L projections, and ranked roll opportunities. Pulls all diagonal call spreads from your IB portfolio and surfaces actionable metrics on the short leg: delta, IV, assignment probability, and daily P&L projections. Ranks the top roll candidates by delta improvement and net credit, then displays a side-by-side comparison to help you decide whether to hold, roll, or close. Requires TWS or IB Gateway running locally with API enabled.
Use it when
- ib-pmcc-advisor ranks your roll candidates by delta improvement and net credit received.
- Yes.
Verify before relying
Read SKILL.md below before installing (3 files). Open directory: indexed for reading, not audited.
Install
staskh/trading_skills/ib-pmcc-advisor · repository language: Python
Open directory. Skills are indexed for reading, not audited. Review a skill's body before installing it.
Frequently asked questions
AI-generated answers based on this skill's SKILL.md and metadata
How do I analyze my PMCC positions from Interactive Brokers?
ib-pmcc-advisor pulls all diagonal call spreads directly from your IB portfolio via TWS or IB Gateway API. It surfaces key metrics on each short leg—delta, IV, assignment probability—and projects daily P&L to help you assess risk and decide whether to hold, roll, or close. The tool requires IB Gateway or TWS running locally with API enabled.
What metrics does ib-pmcc-advisor use to rank roll candidates?
ib-pmcc-advisor ranks your roll candidates by delta improvement and net credit received. It compares each candidate side-by-side, showing profit-per-day and total credit to help you prioritize which spreads offer the best risk-adjusted return. Higher-ranked candidates typically offer better delta reduction relative to the credit collected.
Can ib-pmcc-advisor check assignment risk on my short calls?
Yes. ib-pmcc-advisor assesses short leg assignment risk by analyzing delta and IV metrics for each position. It calculates assignment probability and flags positions approaching critical DTE thresholds or earnings dates, helping you stay ahead of early assignment or forced closure.
How does ib-pmcc-advisor project daily P&L for diagonal spreads?
ib-pmcc-advisor projects daily P&L by modeling theta decay, delta movement, and IV changes across your diagonal positions. It identifies optimal exit prices and helps you understand how each spread's profit potential evolves as expiration approaches, supporting better roll and close decisions.
What output formats does ib-pmcc-advisor support for portfolio reports?
ib-pmcc-advisor generates markdown and JSON reports on your spread portfolio performance. These reports summarize all active positions, roll recommendations, assignment warnings, and P&L projections in a format you can share, archive, or integrate into your trading workflow.
Does ib-pmcc-advisor monitor earnings warnings and DTE thresholds?
Yes. ib-pmcc-advisor monitors earnings dates and DTE thresholds for all active positions, flagging spreads at risk of early assignment or volatility spikes around earnings. This helps you proactively roll or close positions before critical events impact your portfolio.
SKILL.md
Rendered from the published skill. Quoted content, verbatim.
IB PMCC Advisor
Analyzes all PMCC (diagonal call spread) positions in the IB portfolio and provides actionable advice on the short leg: assignment risk, P&L projections per day, and ranked roll recommendations.
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
(truncated - see the full file via the links below)
File tree — 3 files
.claude/skills/ib-pmcc-advisor/SKILL.md
.claude/skills/ib-pmcc-advisor/scripts/pmcc_advisor.py
.claude/skills/ib-pmcc-advisor/templates/markdown-template.md
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