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Get Started Free →staskh/ib-trailing-stop
Server-side trailing stop management for stocks and naked LEAPS in IB. Places native TRAIL orders that auto-ratchet the stop as price climbs. Dry-run by default. Requires TWS or IB Gateway running locally.
Passed 17 of 20 test cases with the skill, and 9 of 20 without it.
and 9 more in the full report
9 fixed10 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.
When generating trailing orders for 500 shares of MSFT stock, what order reference string ('order_ref') does the IB trailing stop script assign to track the order in TWS?
| Checked | Without skill | With skill |
|---|---|---|
| Formats the stock order reference string using the pattern 'TS_MSFT_STK'. | Missed | Passed |
The instructions your model reads when the skill loads.
Places IB native TRAIL orders against stocks and naked LEAPS in the portfolio. IB auto-adjusts the stop trigger as the price climbs and locks it as price falls.
PMCC positions are intentionally excluded — use ib-stop-loss for those (a standalone
trailing stop on the PMCC long leg would break the hedge at trigger).
Default mode is dry-run — no orders are placed unless --execute is in the request.
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.
Dry-run (default — no orders placed):
uv run python .claude/skills/ib-trailing-stop/scripts/trailing_stop.py --symbols JOBY --trail-pct 20
Execute (cancel orphan TS_ orders + place new TS_ TRAIL orders):
uv run python .claude/skills/ib-trailing-stop/scripts/trailing_stop.py --symbols JOBY --trail-pct 20 --execute
Execute forced (cancel + replace existing TS_ orders with current parameters):
uv run python .claude/skills/ib-trailing-stop/scripts/trailing_stop.py --execute --forced
test cases passed, vs 9 / 20 without
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