Agent skill

Ib Find Short Roll

by staskh in staskh/trading_skills

Find roll options for existing short positions OR find best covered call/put to open against long stock.

MITAuto-check: notesBusiness, Finance & HR

Install Ib Find Short Roll

skills CLI
$ npx skills add staskh/trading_skills --skill ib-find-short-roll -a claude-code

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

GitHub CLI
$ gh skill install staskh/trading_skills ib-find-short-roll --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-find-short-roll .claude/skills/ib-find-short-roll && 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-find-short-roll
GitHub stars
376
Token cost
~1.2k tokens
SKILL.md length
528 words
Files
3 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Find roll options for existing short positions OR find best covered call/put to open against long stock.

  • Works in 3 steps: Gather Data → Format Report → Report Results
  • User asks about rolling shorts
  • SKILL.md covers IB Connection, Instructions, Behavior and Arguments, plus 4 more sections
  • Runs Python scripts from its folder; calls uv

What it does

Ib Find Short Roll is an agent skill from staskh/trading_skills. Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.

Its SKILL.md is about 1.2k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts (for example `scripts/roll.py` and `templates/markdown-template.md`).

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 rolling shorts
  • Finding roll candidates
  • Writing covered calls
  • Managing option positions

Example prompts

  • “/ib-find-short-roll”

Requirements

  • Python 3

Workflow steps

3 steps, taken from the step headings in SKILL.md.

  1. Gather Data
  2. Format Report
  3. Report Results

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 Find Short Roll loads about 1.2k tokens when it runs. Until then it costs about 72 tokens; SKILL.md has 528 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~72
When it runs · the whole SKILL.md, loaded when a task matches
~1.2k

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). 528 words, ~1,208 tokens.

Download SKILL.mdSave it as .claude/skills/ib-find-short-roll/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
ib-find-short-roll
description
Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.
dependencies
trading-skills

IB Find Short Roll

Analyze roll options for short positions or find best short options to open against long stock using real-time data 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

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/roll.py SYMBOL [--strike STRIKE] [--expiry YYYYMMDD] [--right C|P] [--port PORT] [--account ACCOUNT] [--iv-multiplier N]

The script returns JSON to stdout with all position and candidate data.

Step 2: Format Report

Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.

Step 3: Report Results

Present key findings to the user: recommended position, credit/debit, and the saved report path.

Behavior

  1. If short option position exists (mode: "roll"): Analyzes roll candidates to different expirations/strikes
  2. If long option position exists (mode: "spread"): Finds best short call/put to create a vertical spread
  3. If long stock exists (mode: "new_short"): Finds best covered call (or protective put) to open
  4. If none of the above: Returns error (use --strike/--expiry to specify manually)

Arguments

  • SYMBOL - Ticker symbol (e.g., GOOG, AAPL, TSLA)
  • --strike - Current short strike price (optional, auto-detects from portfolio)
  • --expiry - Current short expiration in YYYYMMDD format (optional, auto-detects)
  • --right - Option type: C for call, P for put (default: C)
  • --port - IB port (default: 7497 for paper trading)
  • --account - Specific account ID (optional)
  • --iv-multiplier - Expected-move multiplier for strike band width (default: 2.0); increase for high-IV names to surface wider roll candidates
Show full SKILL.md (178 more words)Show less

JSON Output

The script outputs JSON with mode field indicating the analysis type:

Common Fields
  • success - Boolean
  • generated - Timestamp
  • mode - "roll", "spread", or "new_short"
  • symbol - Ticker
  • underlying_price - Current stock price
  • earnings_date - Next earnings date or null
  • expirations_analyzed - List of expiry dates checked
Mode-specific Fields
  • roll: current_position (includes iv and delta from IB greeks), buy_to_close, roll_candidates (dict of expiry -> candidates), iv_multiplier
  • spread: long_option, right, candidates_by_expiry
  • new_short: long_position, right, candidates_by_expiry, iv_multiplier
Strike Band Logic (roll and new_short modes)

The strike search window is IV-aware: half_band = iv_multiplier × ATM_IV × spot × √(T/365) where T is the DTE of the nearest roll expiry. For roll mode, ATM IV comes from IB model greeks on the current position's quote; if unavailable, it is estimated from the option mid-price using the Brenner-Subrahmanyam approximation. For new_short mode, a conservative default IV of 30% is used. This makes the band automatically wider for high-IV underlyings without requiring a manual override.

Example Usage

bash
# Auto-detect GOOG position (short option, long option, or long stock)
uv run python scripts/roll.py GOOG --port 7497

# Specify exact short position to roll
uv run python scripts/roll.py GOOG --strike 350 --expiry 20260206 --right C

# Find short call to sell against long call (vertical spread)
uv run python scripts/roll.py AUR --right C

# Find covered put for long stock
uv run python scripts/roll.py TSLA --right P

Dependencies

  • ib-async
  • 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.

© 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 2 other files (scripts) in .claude/skills/ib-find-short-roll of staskh/trading_skills.

  • SKILL.md
  • scripts/roll.py
  • templates/markdown-template.md

Open the folder on GitHubat commit b71a74f

Compare with similar skills

Ib Find Short Roll 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 Find Short Roll compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ib Find Short Roll this skillstaskh/trading_skills376—~1.2kAutomated safety check: NotesMIT
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Creating Financial ModelsChen-zexi/open-ptc-agent7293 repos~1.3kAutomated safety check: PassMIT
Stock APIzhangxiangliang/stock-api2k—~507Automated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Questions about Ib Find Short Roll

What does Ib Find Short Roll do?

Find roll options for existing short positions OR find best covered call/put to open against long stock. Ib Find Short Roll is an agent skill from staskh/trading_skills. Find roll options for existing short positions OR find best covered call/put to open against long stock.

When should I use Ib Find Short Roll?

Ib Find Short Roll fits situations like: user asks about rolling shorts; finding roll candidates; writing covered calls; managing option positions.

How do I install Ib Find Short Roll in Claude Code?

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

How do I install Ib Find Short Roll in Codex?

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

Can I use Ib Find Short Roll 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-find-short-roll -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-find-short-roll, .gemini/skills/ib-find-short-roll, .github/skills/ib-find-short-roll and .opencode/skills/ib-find-short-roll in your project.

What does Ib Find Short Roll need to run?

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

Does Ib Find Short Roll 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 Find Short Roll 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 Find Short Roll use?

Ib Find Short Roll 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 Find Short Roll use?

About 1.2k tokens (SKILL.md is roughly 4.8k 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 Find Short Roll?

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

Who maintains Ib Find Short Roll?

staskh (a GitHub user) maintains it in staskh/trading_skills, which has 376 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.