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Get account summary from Interactive Brokers including cash balance, buying power, and account value.
Passed 7 of 14 test cases with the skill, and 5 of 14 without it.
and 5 more in the full report
6 fixed5 passed either way8 still failing3 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 6 test cases the skill fixed. Same model, same prompt, with and without the skill.
What is the relative file path of the account retrieval Python script?
| Checked | Without skill | With skill |
|---|---|---|
| The file path is scripts/account.py | Missed | Passed |
The instructions your model reads when the skill loads.
Fetch account summary from Interactive Brokers.
TWS or IB Gateway must be running locally with API enabled:
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.
Note: If
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
uv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]
--port - IB port (default: 7497 for paper trading)--account - Specific account ID to fetch--all-accounts - Fetch summaries for all managed accountsDefault behavior (no flags): fetches the first managed account only.
Always use --all-accounts unless the user asks for a specific account.
Returns JSON with:
connected - Whether connection succeededaccounts - 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.
test cases passed, vs 5 / 14 without
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