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Agent skill

Ib Report Delta Adjusted Notional Exposure

by staskh in staskh/trading_skills

Report delta-adjusted notional exposure across all IBKR accounts.

MITAuto-check: notesBusiness, Finance & HR

Install Ib Report Delta Adjusted Notional Exposure

skills CLI
$ npx skills add staskh/trading_skills --skill ib-report-delta-adjusted-notional-exposure -a claude-code

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

GitHub CLI
$ gh skill install staskh/trading_skills ib-report-delta-adjusted-notional-exposure --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-report-delta-adjusted-notional-exposure .claude/skills/ib-report-delta-adjusted-notional-exposure && 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-report-delta-adjusted-notional-exposure
GitHub stars
376
Token cost
~737 tokens
SKILL.md length
318 words
Files
3 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Report delta-adjusted notional exposure across all IBKR accounts.

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

What it does

Ib Report Delta Adjusted Notional Exposure is an agent skill from staskh/trading_skills. Report delta-adjusted notional exposure across all IBKR accounts. Calculates option deltas using Black-Scholes and reports long/short exposure by account and underlying. Use when user asks about delta exposure, portfolio risk, or directional exposure.

Its SKILL.md is about 740 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts (for example `scripts/delta_exposure.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 delta exposure
  • Directional exposure

Example prompts

  • “/ib-report-delta-adjusted-notional-exposure”

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 Report Delta Adjusted Notional Exposure loads about 737 tokens when it runs. Until then it costs about 74 tokens; SKILL.md has 318 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~74
When it runs · the whole SKILL.md, loaded when a task matches
~737

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). 318 words, ~737 tokens.

Download SKILL.mdSave it as .claude/skills/ib-report-delta-adjusted-notional-exposure/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
ib-report-delta-adjusted-notional-exposure
description
Report delta-adjusted notional exposure across all IBKR accounts. Calculates option deltas using Black-Scholes and reports long/short exposure by account and underlying. Use when user asks about delta exposure, portfolio risk, or directional exposure.
dependencies
trading-skills

IB Delta-Adjusted Notional Exposure Report

Calculate and report delta-adjusted notional exposure across all Interactive Brokers accounts.

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
bash
uv run python scripts/delta_exposure.py [--port PORT]

The script returns JSON to stdout with all position deltas and summary 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/.

Filename: delta_exposure_report_{YYYYMMDD}_{HHMMSS}.md

Step 3: Report Results

Present the summary table (total long, short, net) and top exposures to the user. Include the saved report path.

Arguments

  • --port - IB port (default: 7497 for paper trading)

JSON Output

Returns delta-adjusted notional exposure with:

  • connected - Boolean
  • accounts - List of account IDs
  • position_count - Total positions
  • positions - Array of positions with symbol, delta, delta_notional, spot price
  • summary - Totals for long, short, and net delta notional
    • by_account - Long/short breakdown by account
    • by_underlying - Long/short/net breakdown by symbol

Methodology

  • Equity Options: Delta calculated via Black-Scholes with estimated IV based on moneyness
  • Futures: Delta = 1.0 (full notional exposure)
  • Futures Options: Delta calculated with lower IV assumption (20%)
  • Stocks: Delta = 1.0

Delta-adjusted notional = delta x spot price x quantity x multiplier

Examples

bash
# Paper trading (default)
uv run python scripts/delta_exposure.py

# Live trading
uv run python scripts/delta_exposure.py --port 7496

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-report-delta-adjusted-notional-exposure of staskh/trading_skills.

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

Open the folder on GitHubat commit b71a74f

Compare with similar skills

Ib Report Delta Adjusted Notional Exposure 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 Report Delta Adjusted Notional Exposure compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Ib Report Delta Adjusted Notional Exposure this skillstaskh/trading_skills376—~737Automated 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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Categories

Questions about Ib Report Delta Adjusted Notional Exposure

What does Ib Report Delta Adjusted Notional Exposure do?

Report delta-adjusted notional exposure across all IBKR accounts. Ib Report Delta Adjusted Notional Exposure is an agent skill from staskh/trading_skills. Report delta-adjusted notional exposure across all IBKR accounts.

When should I use Ib Report Delta Adjusted Notional Exposure?

Ib Report Delta Adjusted Notional Exposure fits situations like: user asks about delta exposure; directional exposure.

How do I install Ib Report Delta Adjusted Notional Exposure in Claude Code?

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

How do I install Ib Report Delta Adjusted Notional Exposure in Codex?

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

Can I use Ib Report Delta Adjusted Notional Exposure 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-report-delta-adjusted-notional-exposure -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-report-delta-adjusted-notional-exposure, .gemini/skills/ib-report-delta-adjusted-notional-exposure, .github/skills/ib-report-delta-adjusted-notional-exposure and .opencode/skills/ib-report-delta-adjusted-notional-exposure in your project.

What does Ib Report Delta Adjusted Notional Exposure need to run?

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

Does Ib Report Delta Adjusted Notional Exposure 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 Report Delta Adjusted Notional Exposure 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 Report Delta Adjusted Notional Exposure use?

Ib Report Delta Adjusted Notional Exposure 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 Report Delta Adjusted Notional Exposure use?

About 737 tokens (SKILL.md is roughly 2.9k 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 Report Delta Adjusted Notional Exposure?

Skills that share tags, products or a category with Ib Report Delta Adjusted Notional Exposure: 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 Report Delta Adjusted Notional Exposure?

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.