Agent skill

Ib Stop Loss

by staskh in staskh/trading_skills

Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB.

MITAuto-check: notesBusiness, Finance & HR

Install Ib Stop Loss

skills CLI
$ npx skills add staskh/trading_skills --skill ib-stop-loss -a claude-code

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

GitHub CLI
$ gh skill install staskh/trading_skills ib-stop-loss --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-stop-loss .claude/skills/ib-stop-loss && 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-stop-loss
GitHub stars
374
Used in
1 other repo
Token cost
~1.7k tokens
SKILL.md length
612 words
Files
2 (incl. scripts)
Skills in repo
28
Repo updated
First seen
Licence
MIT

At a glance

Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB.

  • Works in 3 steps: Run the script → Format the report → Report to user
  • Business, Finance & HR work in your project
  • SKILL.md covers IB Connection, Instructions, Arguments and JSON Output Structure, plus 3 more sections
  • Runs Python scripts from its folder; calls uv

What it does

Ib Stop Loss is an agent skill from staskh/trading_skills. Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.

Its SKILL.md is about 1.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including scripts (for example `scripts/stop_loss.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

  • Business, Finance & HR work in your project

Example prompts

  • “/ib-stop-loss”

Requirements

  • Python 3

Workflow steps

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

  1. Run the script
  2. Format the report
  3. Report to user

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 Stop Loss loads about 1.7k tokens when it runs. Until then it costs about 58 tokens; SKILL.md has 612 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~58
When it runs · the whole SKILL.md, loaded when a task matches
~1.7k

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:18
    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). 612 words, ~1,723 tokens.

Download SKILL.mdSave it as .claude/skills/ib-stop-loss/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
ib-stop-loss
description
Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.
dependencies
trading-skills

IB Stop-Loss Manager

Analyzes PMCC (diagonal call spread), naked LEAPS, and stock positions in the IB portfolio and manages conditional stop-loss orders.

Default mode is dry-run — no orders are placed unless --execute is in the request.

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: Run the script

Dry-run (default — no orders placed):

bash
uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py

Execute (cancel orphan orders + place SL_ conditional orders):

bash
uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py --execute

Execute forced (basis = current mid price, can lower existing stops):

bash
uv run python .claude/skills/ib-stop-loss/scripts/stop_loss.py --execute --forced
Step 2: Format the report

Format JSON output as a markdown report with four sections:

Section 1: Alert Soon

List symbols in alert_soon prominently — these are past the early-warning threshold.

Section 2: Existing Conditional Orders

Show all_conditional_orders.module (SL_ orders) and all_conditional_orders.manual (manually placed). If orphan_orders is non-empty, warn that these were cancelled (execute mode) or need manual cancellation (dry-run).

Section 3: Positions

For each entry in positions, show a table:

FieldValue
SymbolNVDA — pmcc (3 contracts)
Spot$219.05
LEAPS200C 20270115 · avg cost $44.27 · current $44.23 · basis $44.27
Stop price$22.14 (40% stop) → action: place_new
LEAPS loss0.1%
Shorts235C 20260515 · received $0.61 · current $0.56 · 9.5% decayed

Show preserve_existing when a more-protective stop already exists. Show overwrite (red) when forced=true lowers an existing stop.

Section 4: Alerts

Group alerts by symbol. Types:

TypeMeaning
leaps_early_warningLEAPS down ≥ stop_pct/2% from basis
short_premium_decay90%+ of short premium captured — close or roll
short_near_strikeSpot at/above or within X% of short strike
Step 3: Report to user
  • State dry-run vs execute mode prominently.
  • Lead with alert_soon symbols.
  • For each position: show stop action and current loss %.
  • Show alerts section last.
Show full SKILL.md (242 more words)Show less

Arguments

FlagDefaultDescription
--port7497IB Gateway/TWS port
--accountallSpecific account ID
--symbolsallAnalyze only these symbols
--legsnoneSpecific option legs: SYMBOL:STRIKE[C|P]:EXPIRY (e.g. IBKR:70C:20270115 IBKR:100C:20260918). Right defaults to C. Takes precedence over --symbols. Use when multiple PMCC/LEAPS coexist on the same symbol and only one pairing should get a stop.
--stop-pct40Loss % that triggers exit
--short-near-strike-pct5Near-strike alert threshold
--price-modemidOption pricing: mid or last
--executeoffCancel orphans + place SL_ orders
--forcedoffUse current mid as basis (requires --execute)

JSON Output Structure

json
{
  "generated_at": "2026-05-12 10:00 ET",
  "dry_run": true,
  "forced": false,
  "stop_pct": 40.0,
  "short_near_strike_pct": 5.0,
  "accounts": ["U1234567"],
  "symbols_filter": null,
  "all_conditional_orders": {"module": [], "manual": []},
  "orphan_orders": [],
  "alert_soon": ["PFE"],
  "positions": [
    {
      "symbol": "NVDA",
      "type": "pmcc",
      "account": "U1234567",
      "qty": 3,
      "underlying_price": 219.05,
      "leaps": {
        "strike": 200.0, "expiry": "20270115", "avg_cost": 44.27,
        "current_price": 44.23, "stop_basis": 44.27,
        "stop_price": 22.14, "loss_pct": 0.1
      },
      "shorts": [
        {"strike": 235.0, "expiry": "20260515",
         "premium_received": 0.61, "current_price": 0.56, "decay_pct": 9.5}
      ],
      "stop_loss": {"stop_price": 22.14, "action": "place_new", "existing_stop": null},
      "alert_soon": false,
      "alerts": []
    },
    {
      "symbol": "AAPL",
      "type": "stock",
      "account": "U1234567",
      "qty": 100,
      "underlying_price": 189.50,
      "stock": {
        "avg_cost": 175.00, "stop_basis": 189.50,
        "stop_price": 94.75, "loss_pct": 0.0
      },
      "stop_loss": {"stop_price": 94.75, "action": "place_new", "existing_stop": null},
      "alert_soon": false,
      "alerts": []
    }
  ]
}

Key Fields

  • alert_soon — top-level list of symbols where loss ≥ stop_pct/2%
  • position.type — pmcc | leaps | stock
  • stop_loss.action — place_new | preserve_existing | overwrite
  • stop_loss.existing_stop — price of the existing SL_FALL_ order if present
  • For PMCC: stop order is a single combo (BAG) order closing LEAPS + all shorts atomically
  • In execute mode: orphan SL_ orders (no matching position) are cancelled first

Order Identification

  • SL_FALL_{SYM}_{STRIKE}_{EXPIRY} — options (PMCC or naked LEAPS)
  • SL_FALL_{SYM}_STK — stock positions

Architecture

All analytics live in src/trading_skills/broker/stop_loss.py:

Analytics (no IBKR — testable in isolation):

  • calc_stop_basis — max(mid, avg_cost) normally; current_mid if forced
  • calc_stop_price — basis × (1 - stop_pct/100)
  • calc_short_premium_decay_pct — % of short premium captured
  • identify_positions — classify normalized positions into pmcc/leaps/stock
  • build_position_analysis — full per-position output dict
  • detect_orphan_orders — SL_FALL_ orders for gone positions
  • summarize_all_conditional_orders — splits IB orders into module vs manual

Data layer (IBKR):

  • get_stop_loss_data — main entry point
  • _cancel_orphan_orders — cancel stale SL_ orders
  • _place_combo_stop_order — BAG order for PMCC (atomic LEAPS + shorts)
  • _place_simple_stop_order — single order for naked LEAPS or stock
  • _execute_position_stop — dispatch per position type

© 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-stop-loss of staskh/trading_skills.

  • SKILL.md
  • scripts/stop_loss.py

Open the folder on GitHubat commit b71a74f

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in staskh/trading_skills, which our catalogue first saw on October 7, 2026.

Compare with similar skills

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Theme Detectortradermonty/claude-trading-skills3k2 repos~4.9kAutomated safety check: PassMIT
Itr Walakaranb192/itr-wala871—~3.6kAutomated safety check: PassMIT

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Questions about Ib Stop Loss

What does Ib Stop Loss do?

Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Ib Stop Loss is an agent skill from staskh/trading_skills. Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB.

When should I use Ib Stop Loss?

Ib Stop Loss fits situations like: business, Finance & HR work in your project.

How do I install Ib Stop Loss in Claude Code?

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

How do I install Ib Stop Loss in Codex?

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

Can I use Ib Stop Loss 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-stop-loss -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-stop-loss, .gemini/skills/ib-stop-loss, .github/skills/ib-stop-loss and .opencode/skills/ib-stop-loss in your project.

What does Ib Stop Loss need to run?

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

Does Ib Stop Loss 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 Stop Loss 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 Stop Loss use?

Ib Stop Loss 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 Stop Loss use?

About 1.7k tokens (SKILL.md is roughly 6.9k 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 Stop Loss?

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

Who maintains Ib Stop Loss?

staskh (a GitHub user) maintains it in staskh/trading_skills, which has 374 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.