Agent skill

Ib Create Consolidated Report

by staskh in staskh/trading_skills

Consolidate IBRK trade CSV files from a directory into a summary report.

MITAuto-check passedDocuments & Office

Install Ib Create Consolidated Report

skills CLI
$ npx skills add staskh/trading_skills --skill ib-create-consolidated-report -a claude-code

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

GitHub CLI
$ gh skill install staskh/trading_skills ib-create-consolidated-report --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-create-consolidated-report .claude/skills/ib-create-consolidated-report && 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-create-consolidated-report
GitHub stars
375
Token cost
~574 tokens
SKILL.md length
193 words
Files
2 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Consolidate IBRK trade CSV files from a directory into a summary report.

  • Tasks that involve CSV and tabular files
  • SKILL.md covers Instructions, Arguments, Consolidation Logic and Output, plus 2 more sections
  • Runs Python scripts from its folder; calls uv

What it does

Ib Create Consolidated Report is an agent skill from staskh/trading_skills. Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV.

Its SKILL.md is about 570 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/consolidate.py`).

It sits in Documents & Office, covering CSV and tabular files. The repository describes itself as: Claude powered advisor system for option traders. The licence is MIT.

When your agent uses it

  • Tasks that involve CSV and tabular files

Example prompts

  • “/ib-create-consolidated-report”

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 Create Consolidated Report loads about 574 tokens when it runs. Until then it costs about 53 tokens; SKILL.md has 193 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~53
When it runs · the whole SKILL.md, loaded when a task matches
~574

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 passed

The automated check found no risky patterns in SKILL.md.

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). 193 words, ~574 tokens.

Download SKILL.mdSave it as .claude/skills/ib-create-consolidated-report/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
ib-create-consolidated-report
description
Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV.
dependencies
trading-skills

IB Create Consolidated Report

Reads all CSV files from a given directory (excluding subdirectories), consolidates trade data by key fields, and generates both markdown and CSV reports.

Instructions

bash
uv run python scripts/consolidate.py <directory> [--port PORT] [--output-dir OUTPUT_DIR]

Arguments

  • directory - Path to directory containing IBRK trade CSV files
  • --port - IB port to fetch unrealized P&L (7497=paper, 7496=live). If not specified, auto-probes both ports (tries 7496 first, then 7497). Defaults to the IB_PORT env var when set (--port still overrides).
  • --output-dir - Output directory for reports (default: sandbox/)

Consolidation Logic

Groups trades by:

  • UnderlyingSymbol - The underlying ticker (e.g., GOOG, CAT)
  • Symbol - Full option symbol
  • TradeDate - Date of the trade
  • Strike - Strike price
  • Put/Call - Option type (C or P)
  • Buy/Sell - Trade direction
  • Open/CloseIndicator - Whether opening or closing

Aggregates:

  • Quantity - Sum of quantities
  • Proceeds - Sum of proceeds
  • NetCash - Sum of net cash
  • IBCommission - Sum of commissions
  • FifoPnlRealized - Sum of realized P&L

Adds column:

  • Position - SHORT (Sell+Open), LONG (Buy+Open), CLOSE_SHORT (Buy+Close), CLOSE_LONG (Sell+Close)

Output

Generates two files in the output directory:

  • consolidated_trades_YYYY-MM-DD_HHMM.md - Markdown report with summary tables
  • consolidated_trades_YYYY-MM-DD_HHMM.csv - CSV with all consolidated data

Example Usage

bash
# Consolidate trades from IBRK reports directory
uv run python scripts/consolidate.py "C:\Users\avrah\OneDrive\Business\Trading\IBRK reports\2stastrading2025"

# Specify custom output directory
uv run python scripts/consolidate.py "C:\path\to\reports" --output-dir "C:\output"

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-create-consolidated-report of staskh/trading_skills.

  • SKILL.md
  • scripts/consolidate.py

Open the folder on GitHubat commit b71a74f

Compare with similar skills

Ib Create Consolidated Report 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 Create Consolidated Report compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ib Create Consolidated Report this skillstaskh/trading_skills375—~574Automated safety check: PassMIT
Data Table Managern8n-io/n8n207k—~2.3kAutomated safety check: PassCustom licence
Instrument Data To Allotropeaws-samples/amazon-bedrock-agents-healthcare-lifesciences2742 repos~2.7kAutomated safety check: PassApache-2.0
Abuse Hunternexu-io/harness-engineering-guide664—~1.9kAutomated safety check: PassMIT
Markitshift-labs-ai/markit1.3k—~299Automated safety check: PassMIT
Sector Analysttradermonty/claude-trading-skills3k1 repos~2.3kAutomated safety check: PassMIT

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Questions about Ib Create Consolidated Report

What does Ib Create Consolidated Report do?

Consolidate IBRK trade CSV files from a directory into a summary report. Ib Create Consolidated Report is an agent skill from staskh/trading_skills. Consolidate IBRK trade CSV files from a directory into a summary report.

When should I use Ib Create Consolidated Report?

Ib Create Consolidated Report fits situations like: tasks that involve CSV and tabular files.

How do I install Ib Create Consolidated Report in Claude Code?

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

How do I install Ib Create Consolidated Report in Codex?

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

Can I use Ib Create Consolidated Report 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-create-consolidated-report -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-create-consolidated-report, .gemini/skills/ib-create-consolidated-report, .github/skills/ib-create-consolidated-report and .opencode/skills/ib-create-consolidated-report in your project.

What does Ib Create Consolidated Report need to run?

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

Does Ib Create Consolidated Report 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 Create Consolidated Report safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. 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 Create Consolidated Report use?

Ib Create Consolidated Report 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 Create Consolidated Report use?

About 574 tokens (SKILL.md is roughly 2.3k 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 Create Consolidated Report?

Skills that share tags, products or a category with Ib Create Consolidated Report: Data Table Manager (n8n-io/n8n, 207k stars), Instrument Data To Allotrope (aws-samples/amazon-bedrock-agents-healthcare-lifesciences, 274 stars), Abuse Hunter (nexu-io/harness-engineering-guide, 664 stars) and Markit (shift-labs-ai/markit, 1.3k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ib Create Consolidated Report?

staskh (a GitHub user) maintains it in staskh/trading_skills, which has 375 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.