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Get portfolio positions from Interactive Brokers.
Passed 5 of 12 test cases with the skill, and 3 of 12 without it.
and 2 more in the full report
5 fixed4 passed either way11 still failing2 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 5 test cases the skill fixed. Same model, same prompt, with and without the skill.
What timezone must be applied to all time-based calculations and timestamp output fields for the IB portfolio data?
| Checked | Without skill | With skill |
|---|---|---|
| Uses America/New_York timezone | Missed | Passed |
The instructions your model reads when the skill loads.
Fetch current portfolio positions 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/portfolio.py [--port PORT]
--port - IB port (default: 7497 for paper trading)--account - Specific IB account ID (optional, defaults to first account)Returns JSON with:
connected - Whether connection succeededpositions - Array of positions with symbol, quantity, avg_cost, market_value, unrealized_pnlIf not connected, explain that TWS/Gateway needs to be running.
ib-asynctest cases passed, vs 3 / 12 without
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