ib-portfolio-action-report
Analyze all positions in your Interactive Brokers accounts with traffic-light risk indicators and earnings exposure. The skill gathers portfolio data, fetches earnings dates, and delivers technical analysis in a prioritized markdown report highlighting positions requiring immediate attention.
IB Portfolio Action Report generates a comprehensive analysis of your Interactive Brokers positions with risk indicators and earnings dates.
AI-generated summary based on this skill's SKILL.md
Decision gist · record as of 2026-07-20
IB Portfolio Action Report generates a comprehensive analysis of your Interactive Brokers positions with risk indicators and earnings dates. Analyze all positions in your Interactive Brokers accounts with traffic-light risk indicators and earnings exposure. The skill gathers portfolio data, fetches earnings dates, and delivers technical analysis in a prioritized markdown report highlighting positions requiring immediate attention.
Use it when
- Yes.
- ib-portfolio-action-report generates comprehensive portfolio analysis with traffic-light risk levels for each position.
Verify before relying
Read SKILL.md below before installing (3 files). Open directory: indexed for reading, not audited.
Install
staskh/trading_skills/ib-portfolio-action-report · 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 generate a portfolio action report for Interactive Brokers?
ib-portfolio-action-report analyzes all positions in your Interactive Brokers accounts and generates a comprehensive markdown report. The skill fetches your current holdings, retrieves earnings dates, calculates risk levels using traffic-light indicators, and identifies action items requiring immediate attention. Simply invoke the skill to receive a prioritized portfolio review.
Can ib-portfolio-action-report check my IB positions and earnings alerts?
Yes. ib-portfolio-action-report reviews all positions across your Interactive Brokers accounts and identifies earnings alerts. It assesses earnings risk and expiration urgency for each position, then surfaces those requiring action in your generated report with clear risk indicators and earnings dates highlighted.
What risk assessment does the portfolio action report provide?
ib-portfolio-action-report generates comprehensive portfolio analysis with traffic-light risk levels for each position. It evaluates earnings risk, expiration urgency, and technical indicators to classify positions by priority. The report uses visual risk indicators to help you quickly identify which holdings need immediate attention or adjustment.
Does ib-portfolio-action-report work with multiple accounts?
Yes. ib-portfolio-action-report monitors your entire multi-account portfolio across Interactive Brokers. It consolidates all positions, applies consistent risk assessment and technical analysis across accounts, and delivers a unified prioritized report showing action items and earnings exposure for your complete portfolio.
What format does ib-portfolio-action-report use for its output?
ib-portfolio-action-report generates formatted markdown reports of your portfolio status and priorities. The output includes earnings dates, risk indicators, technical analysis, and action items organized for easy review. This structured format makes it simple to scan your portfolio and identify positions requiring immediate management decisions.
SKILL.md
Rendered from the published skill. Quoted content, verbatim.
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.
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
(truncated - see the full file via the links below)
File tree — 3 files
.claude/skills/ib-portfolio-action-report/SKILL.md
.claude/skills/ib-portfolio-action-report/scripts/report.py
.claude/skills/ib-portfolio-action-report/templates/markdown-template.md
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