git:20260430.ef6e1c4 to git:20260615.cfe2890

9 added, 5 removed. Audit A to A.

---

name: ib-portfolio

description: 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.

dependencies: ["trading-skills"]

---

# IB Portfolio

Fetch current portfolio positions from Interactive Brokers.

- ## Prerequisites

+ ## IB Connection

- User must have TWS or IB Gateway running locally with API enabled:

- - Paper trading: port 7497

- - Live trading: port 7496

+ 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.

```bash

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

```

## Arguments

- - `--port` - IB port (default: 7496 for live trading)

+ - `--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.