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Generate a comprehensive portfolio action report with earnings dates and risk assessment.
Passed 10 of 16 test cases with the skill, and 8 of 16 without it.
and 3 more in the full report
6 fixed8 passed either way5 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.
Which top-level JSON field stores the execution timestamp in New York time?
| Checked | Without skill | With skill |
|---|---|---|
| Includes top-level field generated_at | Missed | Passed |
The instructions your model reads when the skill loads.
Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.
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/report.py [--port PORT] [--account ACCOUNT]
The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings.
Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.
Filename: ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md
Present critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path.
--port - IB port (default: 7497 for paper trading)test cases passed, vs 8 / 16 without
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