---
id: staskh/trading_skills/ib-portfolio-action-report
version: "55fcbc69"
license: MIT
install: manual
updated: 2026-07-20
---

# 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.

Publisher: staskh · Stars: 299 · Updated: 2026-07-20

Install (manual): `git clone https://github.com/staskh/trading_skills`

## SKILL.md

# 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 account.
If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.

## 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.

```bash
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: 7497 for paper trading)
- `--account` - Specific account ID to analyze (optional, defaults to all accounts)

## JSON Output

The script returns structured JSON with:
- `generated_at` - NY timestamp (e.g. `"2026-04-29 19:35 ET"`)
- `data_delay` - Data freshness (`"real-time"`)
- `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

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

## Example Usage

```bash
# All accounts (paper, default)
uv run python scripts/report.py

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

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

## Dependencies

- `ib-async`
- `pandas-ta`
- `yfinance`


## 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.

[View on SkillFed](https://skillfed.io/staskh/trading_skills/ib-portfolio-action-report) · [View on GitHub](https://github.com/staskh/trading_skills)