What ports should I use for live vs paper trading?

Live uses 7496 by default; paper uses 7497; ensure API is enabled and specify the correct port.

What format is the script output?

The script returns JSON to stdout with generated timestamp, accounts, summary, spreads, technicals, earnings, prices, earnings_calendar, and account_summary, and saves a markdown report to sandbox/.

ib-portfolio-action-report

Scanned

npx machina-cli add skill staskh/trading_skills/ib-portfolio-action-report --openclaw

Files (1)

SKILL.md

3.1 KB

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.

Prerequisites

User must have TWS or IB Gateway running locally with API enabled:

Paper trading: port 7497
Live trading: port 7496

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.

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: 7496 for live trading)
--account - Specific account ID to analyze (optional, defaults to all accounts)

JSON Output

The script returns structured JSON with:

generated - Timestamp
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

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

Example Usage

# All accounts on live trading port
uv run python scripts/report.py --port 7496

# Specific account
uv run python scripts/report.py --port 7496 --account U790497

Dependencies

ib-async
pandas-ta
yfinance

Source

git clone https://github.com/staskh/trading_skills/blob/main/.claude/skills/ib-portfolio-action-report/SKILL.mdView on GitHub

Overview

Generates a comprehensive analysis of all Interactive Brokers positions, pulling earnings dates and assigning traffic-light risk indicators for each position. It supports portfolio reviews, action items, earnings risk assessment, and cross-account position management via a locally running TWS or IB Gateway.

How This Skill Works

It runs against your local IB API session to gather data via scripts/report.py, returning a JSON payload with risk levels, earnings dates, technical indicators, and spreads. The results are then formatted into a Markdown report using templates/markdown-template.md and saved under sandbox/ with a timestamped filename.

When to Use It

When performing a portfolio review across IB accounts
When identifying action items or urgent adjustments
When assessing earnings risk and upcoming earnings dates per symbol
When managing positions and spreads across accounts
When preparing a report to share findings with stakeholders

Quick Start

Step 1: Start TWS or IB Gateway with API access enabled (Paper: port 7497, Live: port 7496)
Step 2: Run uv run python scripts/report.py --port PORT [--account ACCOUNT]
Step 3: Open the generated Markdown report in sandbox/ and review red/yellow items and actions

Best Practices

Ensure TWS or IB Gateway is running with API access before starting
Use port 7496 for live trading or 7497 for paper trading, and specify --account if needed
Run after market close for fresh data and review earnings dates
Validate the JSON output before formatting the Markdown report
Review the earnings_calendar and spreads sections to prioritize actions

Example Use Cases

Review all accounts before an earnings week and focus on red items needing action
Generate a report for a specific account to isolate action items and risk
Save the Markdown report to sandbox/ with a timestamped filename for record keeping
Use the earnings_calendar to anticipate risk exposure across symbols
Combine with technical indicators (RSI, SMA, MACD) to adjust risk posture

Frequently Asked Questions

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