New: 98,000+ skills indexed from GitHub repos with 100+ stars · every skill safety-checkedBrowse top skillsTop skills
Esc to closeBrowse all skills
Submit a skillBrowse skills
Submit a skillBrowse skills

Agent skill

Ib Portfolio Action Report

by staskh in staskh/trading_skills

Generate a comprehensive portfolio action report with earnings dates and risk assessment.

MITAuto-check: notesBusiness, Finance & HR

Install Ib Portfolio Action Report

skills CLI
$ npx skills add staskh/trading_skills --skill ib-portfolio-action-report -a claude-code

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

GitHub CLI
$ gh skill install staskh/trading_skills ib-portfolio-action-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-portfolio-action-report .claude/skills/ib-portfolio-action-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-portfolio-action-report
GitHub stars
376
Token cost
~1k tokens
SKILL.md length
456 words
Files
3 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Generate a comprehensive portfolio action report with earnings dates and risk assessment.

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

What it does

Ib Portfolio Action Report is an agent skill from staskh/trading_skills. Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.

Its SKILL.md is about 1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts (for example `scripts/report.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 for portfolio review
  • Position management across IB accounts

Example prompts

  • “/ib-portfolio-action-report”

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 Portfolio Action Report loads about 1k tokens when it runs. Until then it costs about 68 tokens; SKILL.md has 456 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~68
When it runs · the whole SKILL.md, loaded when a task matches
~1k

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). 456 words, ~1,022 tokens.

Download SKILL.mdSave it as .claude/skills/ib-portfolio-action-report/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
ib-portfolio-action-report
description
Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.
dependencies
trading-skills

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.

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/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: 7497 for paper trading)
  • --account - Specific account ID to analyze (optional, defaults to all accounts)
Show full SKILL.md (198 more words)Show less

JSON Output

The script returns structured JSON with:

  • generated_at - NY timestamp (e.g. "2026-04-29 19:35 ET")
  • data_delay - Data freshness ("real-time")
  • 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

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

Example Usage

bash
# All accounts (paper, default)
uv run python scripts/report.py

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

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

Dependencies

  • ib-async
  • pandas-ta
  • 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-portfolio-action-report of staskh/trading_skills.

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

Open the folder on GitHubat commit b71a74f

Compare with similar skills

Ib Portfolio Action 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 Portfolio Action Report compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ib Portfolio Action Report this skillstaskh/trading_skills376—~1kAutomated 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

Similar skills

  • Technical Analyst

    tradermonty/claude-trading-skills

    This skill should be used when analyzing weekly price charts for stocks, stock indices, cryptocurrencies, or forex pairs.

    3k GitHub starsUsed in 4 repos~4.6k tokens
    Business, Finance & HRAuto-check passed

  • Theme Detector

    tradermonty/claude-trading-skills

    Detect and analyze trending market themes across sectors. An agent skill from tradermonty/claude-trading-skills.

    3k GitHub starsUsed in 2 repos~4.9k tokens
    Business, Finance & HRAuto-check passed

  • Creating Financial Models

    Chen-zexi/open-ptc-agent

    This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions

    729 GitHub starsUsed in 3 repos~1.3k tokens
    Business, Finance & HRAuto-check passed

  • Stock API

    zhangxiangliang/stock-api

    Fetch real-time stock quotes, K-line (candlestick) history, and search symbols for China A-shares, Hong Kong, and US markets.

    2k GitHub stars~507 tokensUpdated today
    Business, Finance & HRAuto-check passed

  • Itr Wala

    karanb192/itr-wala

    File Indian income tax returns (ITR) for FY 2025-26 / AY 2026-27.

    871 GitHub stars~3.6k tokensUpdated 6 days ago
    Business, Finance & HRAuto-check passed

  • Tushare Data

    zillionare/zillionare

    面向中文自然语言的 Tushare 数据研究技能。用于把“看看这只股票最近怎么样”“帮我查财报趋势”“最近哪个板块最强”“北向资金在买什么”“给我导出一份行情数据”这类请求，转成可执行的数据获取、清洗、对比、筛选、导出与简要分析流程。适用于 A 股、指数、ETF/基金、财务、估值、资金流、公告新闻、板块概念与宏观数据等研究场景。

    321 GitHub starsUsed in 2 repos~2.3k tokens
    Business, Finance & HRAuto-check passed

More from staskh/trading_skills

All 28 skills in this repo

  • Fundamentals

    staskh/trading_skills

    Get fundamental financial data including financials, earnings, and key metrics.

    376 GitHub stars~836 tokensUpdated 11 days ago
    Auto-check passed

  • Greeks

    staskh/trading_skills

    Calculate option Greeks (delta, gamma, theta, vega) and implied volatility for specific options.

    376 GitHub stars~539 tokensUpdated 11 days ago
    Auto-check passed

  • Ib Account

    staskh/trading_skills

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

    376 GitHub stars~535 tokensUpdated 11 days ago
    Auto-check: notes

  • Ib Find Short Roll

    staskh/trading_skills

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

    376 GitHub stars~1.2k tokensUpdated 11 days ago
    Auto-check: notes

  • Ib Option Chain

    staskh/trading_skills

    Get option chain data from Interactive Brokers for equities, ETFs, and futures (FOP), including calls and puts with strikes, bids, asks, volume, implied volatility, and model Greeks.

    376 GitHub stars~873 tokensUpdated 11 days ago
    Auto-check: notes

  • Ib Portfolio

    staskh/trading_skills

    Get portfolio positions from Interactive Brokers. An agent skill from staskh/trading_skills.

    376 GitHub stars~471 tokensUpdated 11 days ago
    Auto-check: notes

Categories

Questions about Ib Portfolio Action Report

What does Ib Portfolio Action Report do?

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Ib Portfolio Action Report is an agent skill from staskh/trading_skills. Generate a comprehensive portfolio action report with earnings dates and risk assessment.

When should I use Ib Portfolio Action Report?

Ib Portfolio Action Report fits situations like: user asks for portfolio review; position management across IB accounts.

How do I install Ib Portfolio Action Report in Claude Code?

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

How do I install Ib Portfolio Action Report in Codex?

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

Can I use Ib Portfolio Action 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-portfolio-action-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-portfolio-action-report, .gemini/skills/ib-portfolio-action-report, .github/skills/ib-portfolio-action-report and .opencode/skills/ib-portfolio-action-report in your project.

What does Ib Portfolio Action Report need to run?

Going by SKILL.md and its folder, Ib Portfolio Action 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 Portfolio Action 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 Portfolio Action Report 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 Action Report use?

Ib Portfolio Action 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 Portfolio Action Report use?

About 1k tokens (SKILL.md is roughly 4.1k 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 Portfolio Action Report?

Skills that share tags, products or a category with Ib Portfolio Action Report: 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 Action Report?

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.