Technical Analyst
tradermonty/claude-trading-skills
This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.
Get portfolio positions from Interactive Brokers. An agent skill from staskh/trading_skills.
Install Ib Portfolio
$ npx skills add staskh/trading_skills --skill ib-portfolio -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install staskh/trading_skills ib-portfolio --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/ib-portfolio .claude/skills/ib-portfolio && rm -rf skills-srcUse ~/.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/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .claude/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolioType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add staskh/trading_skills --skill ib-portfolio -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install staskh/trading_skills ib-portfolio --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/ib-portfolio .agents/skills/ib-portfolio && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .agents/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add staskh/trading_skills --skill ib-portfolio -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install staskh/trading_skills ib-portfolio --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/ib-portfolio .cursor/skills/ib-portfolio && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .cursor/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/staskh/trading_skills.git --path .claude/skills/ib-portfolio--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add staskh/trading_skills --skill ib-portfolio -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install staskh/trading_skills ib-portfolio --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/ib-portfolio .gemini/skills/ib-portfolio && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .gemini/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install staskh/trading_skills ib-portfolioInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add staskh/trading_skills --skill ib-portfolio -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/ib-portfolio .github/skills/ib-portfolio && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .github/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add staskh/trading_skills --skill ib-portfolio -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install staskh/trading_skills ib-portfolio --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/staskh/trading_skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/ib-portfolio .opencode/skills/ib-portfolio && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "ib-portfolio" agent skill from https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-portfolio into .opencode/skills/ib-portfolio/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ib-portfolio", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
ib-portfolio- GitHub stars
- 375
- Token cost
- ~471 tokens
- SKILL.md length
- 221 words
- Files
- 2 (incl. scripts)
- Skills in repo
- 28
- Repo updated
- First seen
- Licence
- MIT
At a glance
Get portfolio positions from Interactive Brokers. An agent skill from staskh/trading_skills.
- User asks about their portfolio
- SKILL.md covers IB Connection, Instructions, Arguments and Output, plus 2 more sections
- Runs Python scripts from its folder; calls uv
- What stocks they own
What it does
Ib Portfolio is an agent skill from staskh/trading_skills. Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
Its SKILL.md is about 470 tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/portfolio.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 portfolio
- What stocks they own
Example prompts
- “/ib-portfolio”
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 Portfolio loads about 471 tokens when it runs. Until then it costs about 49 tokens; SKILL.md has 221 words of instructions outside code blocks.
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). 221 words, ~471 tokens.
Download SKILL.mdSave it as
.claude/skills/ib-portfolio/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- ib-portfolio
- description
- Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.
- dependencies
- trading-skills
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_PORTenv var — default port when--portis omitted (e.g.IB_PORT=4001for a Gateway container). Precedence:--portflag >IB_PORT> built-in default. Set it in the shell or a.envfile.
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
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
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 succeededpositions- 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.
© 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-portfolio of staskh/trading_skills.
- SKILL.md
- scripts/portfolio.py
Open the folder on GitHubat commit b71a74f
Compare with similar skills
Ib Portfolio 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Ib Portfolio this skillstaskh/trading_skills | 375 | — | ~471 | Automated safety check: Notes | MIT | |
| Technical Analysttradermonty/claude-trading-skills | 3k | 4 repos | ~4.6k | Automated safety check: Pass | MIT | |
| Theme Detectortradermonty/claude-trading-skills | 3k | 2 repos | ~4.9k | Automated safety check: Pass | MIT | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Stock APIzhangxiangliang/stock-api | 2k | — | ~507 | Automated safety check: Pass | MIT | |
| Itr Walakaranb192/itr-wala | 871 | — | ~3.6k | Automated safety check: Pass | MIT |
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Related
Categories
Questions about Ib Portfolio
What does Ib Portfolio do?
Get portfolio positions from Interactive Brokers. An agent skill from staskh/trading_skills. Ib Portfolio is an agent skill from staskh/trading_skills. Get portfolio positions from Interactive Brokers.
When should I use Ib Portfolio?
Ib Portfolio fits situations like: user asks about their portfolio; what stocks they own.
How do I install Ib Portfolio in Claude Code?
Run `npx skills add staskh/trading_skills --skill ib-portfolio -a claude-code`. Or copy the skill folder (.claude/skills/ib-portfolio in staskh/trading_skills) into .claude/skills/ib-portfolio in your project. Claude Code loads it when a task matches its description.
How do I install Ib Portfolio in Codex?
Run `npx skills add staskh/trading_skills --skill ib-portfolio -a codex`. Or copy the skill folder (.claude/skills/ib-portfolio in staskh/trading_skills) into .agents/skills/ib-portfolio in your project. Codex loads it when a task matches its description.
Can I use Ib Portfolio 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-portfolio -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-portfolio, .gemini/skills/ib-portfolio, .github/skills/ib-portfolio and .opencode/skills/ib-portfolio in your project.
What does Ib Portfolio need to run?
Going by SKILL.md and its folder, Ib Portfolio needs Python for the scripts in its folder and the command-line tools its instructions call (uv). Our summary lists: Python 3.
Does Ib Portfolio 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 Portfolio 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 Portfolio use?
Ib Portfolio 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 Portfolio use?
About 471 tokens (SKILL.md is roughly 1.9k 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 Portfolio?
Skills that share tags, products or a category with Ib Portfolio: 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 Portfolio?
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.