‹ 首页

ib-portfolio

@staskh · 收录于 1 周前

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.

场景持仓查询投资回顾

适合你，如果你使用盈透证券交易并需要快速查看持仓。

/ 下载安装
ib-portfolio.skill双击,或拖进 Claude 桌面版 / Cowork,即完成安装↓ .skill↓ .zip
用别的 agent?下载 .zip 解压,把文件夹放进它的技能目录
Claude Code~/.claude/skills/(项目级 .claude/skills/)
Codex CLI~/.codex/skills/
Cursor自动读取上面两处目录
其他工具见其文档的「skills」目录;两个下载是同一份文件,只是名字不同
/ 通过 npx 安装 校验哈希
npx oh-my-skill add staskh/trading_skills/ib-portfolio
/ 通过 bash 安装
curl -fsSL https://oh-my-skill.com/install.sh | bash -s -- staskh/trading_skills/ib-portfolio
/ 已经装过?验证本机副本,不用重装
npx oh-my-skill verify staskh/trading_skills/ib-portfolio
安装目标可用 --agent / --scope 或 --to 明确指定;省略时只会在唯一已存在的 agent 目录上自动选择,零命中或多命中会停止并提示。content_hash 缺失或不一致均拒装。
288GitHub stars
~362最小装载
~555含声明引用
~555文本包总量
镜像托管

怎么用

技能原文 SKILL.md作者撰写 · MIT · cc30858

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

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 uv is not installed or pyproject.toml is not found, replace uv run python with python in 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 succeeded
  • positions - 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.

按 MIT 许可原样转载,未经改动 · 在 GitHub 查看 →

评论

登录即可评论;带「已验证安装」的,是发布者名下有本店的安装或持有记录。
…