---
id: staskh/trading_skills/ib-portfolio
version: "779973a9"
license: MIT
install: manual
updated: 2026-07-20
---

# ib-portfolio — IB Portfolio connects to your Interactive Brokers account to display current positions, quantities, average costs, and market values. It works with TWS or IB Gateway running locally and automatically handles paper and live trading ports. The skill returns structured position data including unrealized profit/loss for each holding.

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

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

## SKILL.md

# IB Portfolio

Fetch current portfolio positions 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.

```bash
uv run python scripts/portfolio.py [--port PORT]
```

## Arguments

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


## 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) · [View on GitHub](https://github.com/staskh/trading_skills)