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ib-account

ib-account

github.com/staskhOther39494 installsUpdated 1d ago
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About ib-account

ib-account is a skill that retrieves account summaries from Interactive Brokers through a locally running TWS or IB Gateway connection. It can report one account or all managed accounts, including balances and buying power.

Key features

  1. 01Fetch account summaries
  2. 02Select an account by ID
  3. 03Retrieve all managed accounts
  4. 04Retry using the alternate IB port

Use cases

  1. 01Review net liquidation and cash balances
  2. 02Check buying power across managed accounts

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/staskh/trading_skills --skill ib-account

After installing, type/ib-accountin Claude Code to confirm it loaded.

Bundled filesscripts/account.py

Details

From the project README

IB Account

Fetch account summary from Interactive Brokers.

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

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/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

  • --port - IB port (default: 7497 for paper trading)
  • --account - Specific account ID to fetch
  • --all-accounts - Fetch summaries for all managed accounts

Default behavior (no flags): fetches the first managed account only. Always use --all-accounts unless the user asks for a specific account.

Output

Returns JSON with:

  • connected - Whether connection succeeded
  • accounts - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.

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.

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