Agent skill

Ib Account

by staskh in staskh/trading_skills

Get account summary from Interactive Brokers including cash balance, buying power, and account value.

MITAuto-check: notesBusiness, Finance & HR

Install Ib Account

skills CLI
$ npx skills add staskh/trading_skills --skill ib-account -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install staskh/trading_skills ib-account --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/ib-account .claude/skills/ib-account && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
ib-account
GitHub stars
374
Used in
1 other repo
Token cost
~535 tokens
SKILL.md length
249 words
Files
2 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Get account summary from Interactive Brokers including cash balance, buying power, and account value.

  • User asks about their account
  • SKILL.md covers IB Connection, Instructions, Arguments and Output, plus 2 more sections
  • Runs Python scripts from its folder; calls uv

What it does

Ib Account is an agent skill from staskh/trading_skills. Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.

Its SKILL.md is about 540 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/account.py`).

It sits in Business, Finance & HR. The repository describes itself as: Claude powered advisor system for option traders. The licence is MIT.

When your agent uses it

  • User asks about their account

Example prompts

  • “/ib-account”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit b71a74f. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 1 file in scripts/ (Python), which the agent can run.

    Shell commands in SKILL.md call:

    • uv

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md. Its commands use uv, which can reach the network depending on how they are called.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Ib Account loads about 535 tokens when it runs. Until then it costs about 60 tokens; SKILL.md has 249 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~60
When it runs · the whole SKILL.md, loaded when a task matches
~535

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NoteMentions a .env fileSKILL.md:16
    lt-in default. Set it in the shell or a `.env` file.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from staskh/trading_skills at commit b71a74f, republished under its MIT licence (© staskh). 249 words, ~535 tokens.

Download SKILL.mdSave it as .claude/skills/ib-account/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
ib-account
description
Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.
dependencies
trading-skills

IB Account

Fetch account summary 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/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

  • --port - IB port (default: 7497 for paper trading)
  • --account - Specific account ID to fetch
  • --all-accounts - Fetch summaries for all managed accounts

Default behavior (no flags): fetches the first managed account only. Always use --all-accounts unless the user asks for a specific account.

Output

Returns JSON with:

  • connected - Whether connection succeeded
  • accounts - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.

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.

© staskh, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (scripts) in .claude/skills/ib-account of staskh/trading_skills.

  • SKILL.md
  • scripts/account.py

Open the folder on GitHubat commit b71a74f

Used in 1 other repository

We found 2 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in staskh/trading_skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Ib Account next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Ib Account compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ib Account this skillstaskh/trading_skills3741 repos~535Automated safety check: NotesMIT
Technical Analysttradermonty/claude-trading-skills3k5 repos~4.6kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7294 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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  • Ib Option Chain

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  • Ib Portfolio

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Questions about Ib Account

What does Ib Account do?

Get account summary from Interactive Brokers including cash balance, buying power, and account value. Ib Account is an agent skill from staskh/trading_skills. Get account summary from Interactive Brokers including cash balance, buying power, and account value.

When should I use Ib Account?

Ib Account fits situations like: user asks about their account.

How do I install Ib Account in Claude Code?

Run `npx skills add staskh/trading_skills --skill ib-account -a claude-code`. Or copy the skill folder (.claude/skills/ib-account in staskh/trading_skills) into .claude/skills/ib-account in your project. Claude Code loads it when a task matches its description.

How do I install Ib Account in Codex?

Run `npx skills add staskh/trading_skills --skill ib-account -a codex`. Or copy the skill folder (.claude/skills/ib-account in staskh/trading_skills) into .agents/skills/ib-account in your project. Codex loads it when a task matches its description.

Can I use Ib Account in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add staskh/trading_skills --skill ib-account -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ib-account, .gemini/skills/ib-account, .github/skills/ib-account and .opencode/skills/ib-account in your project.

What does Ib Account need to run?

Going by SKILL.md and its folder, Ib Account needs Python for the scripts in its folder and the command-line tools its instructions call (uv). Our summary lists: Python 3.

Does Ib Account access the network?

SKILL.md contains no URLs. Its commands use uv, which can reach the network depending on how they are called. This is read from the text; nothing was executed.

Is Ib Account safe to install?

Our automated static check of SKILL.md found notes only (mentions a .env file), nothing it rates as a warning. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Ib Account use?

Ib Account is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Ib Account use?

About 535 tokens (SKILL.md is roughly 2.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Ib Account?

Skills that share tags, products or a category with Ib Account: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Stock API (zhangxiangliang/stock-api, 2k stars) and Theme Detector (tradermonty/claude-trading-skills, 3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ib Account?

staskh (a GitHub user) maintains it in staskh/trading_skills, which has 374 GitHub stars. The repository holds 28 skills in this directory. The repository was last updated on September 28, 2026.

Source: staskh/trading_skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.