Ib gateway
Read-only Interactive Brokers (IBKR) diagnostics as portable AI-agent skills: account health, positions, daily P&L, trade history, dividends, options Greeks, and a P0–P3 graded portfolio report. Never places orders.
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What its author says it does
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Read-only pull of Interactive Brokers account, position, execution, bar and dividend data from IB Gateway or Flex into a local snapshot + Parquet lake.
SKILL.md
1.8 KB, 316 tokens by cl100k_base, as published. Nobody here has run it
ib-gateway
Read-only data ingestion for the IB analyst toolchain. This skill never
places or modifies orders; it connects with readonly=True and only reads.
Prerequisites
Config and the shared venv are owned by the ib-suite index skill (see its
first-run setup). Start IB Gateway (paper on 4002 / live on 4001) with API
access, and tick Read-Only API in Gateway settings as an extra guard.
Commands
/ib-sync — snapshot current account + positions
{baseDir}/../.venv/bin/python {baseDir}/scripts/ib_sync.py --config .ib-suite/config.yaml
Writes data/snapshots/<account>/<ts>.json (instantaneous state) and appends
data/timeseries/positions_history.parquet (history).
Flex history (dividends, trades > 7 days old)
{baseDir}/../.venv/bin/python -c "import sys; sys.path.insert(0,'{baseDir}/scripts'); \
import flex_fetch; print(flex_fetch.fetch_flex_report('$FLEX_TOKEN','$FLEX_QUERY_ID'))"
Notes
- Same
clientIdallows only one active Gateway connection — pick a unique id inconfig.yaml. - Base currency follows the account's BASE; override only via
config.yaml. - All committed fixtures are desensitized. Never commit real
config.yamlor live snapshots.
What ships with it: 6 files
60.8 KB alongside SKILL.md, 4 of them executable
scripts/
- flex_fetch.pyruns26.0 KB
- ib_sync.pyruns9.0 KB
tests/
- fixtures/flex_response_sample.xml1.3 KB
- fixtures/ib_raw_account_sample.json441 B
- test_flex_fetch.pyruns18.8 KB
- test_ib_sync.pyruns5.2 KB