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Generate tactical collar strategy reports for protecting PMCC positions through earnings or high-risk events. Requires TWS or IB Gateway running locally.
Passed 16 of 19 test cases with the skill, and 8 of 19 without it.
and 6 more in the full report
9 fixed9 passed either way4 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 9 test cases the skill fixed. Same model, same prompt, with and without the skill.
What timezone standard must be used for all timestamp calculations and scheduling dates in tactical collar outputs?
| Checked | Without skill | With skill |
|---|---|---|
| Applies `America/New_York` timezone. | Missed | Passed |
The instructions your model reads when the skill loads.
Generate a tactical collar strategy report for protecting PMCC positions through earnings or high-risk events.
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.
uv run python scripts/collar.py SYMBOL [--port PORT] [--account ACCOUNT]
The script returns JSON to stdout with all position and scenario data.
Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.
Present key findings to the user: recommended put protection, cost/benefit, and the saved report path.
SYMBOL - Stock symbol to analyze (must be in portfolio)--port - IB port (default: 7497 for paper trading)--account - Specific account ID (optional, searches all accounts)test cases passed, vs 8 / 19 without
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