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IB Account Summary (ib-account)

Pulls your Interactive Brokers account summary — cash, buying power, net liquidation — as structured JSON.

Data & AnalyticsIntermediate★ 350⑂ 79AI score 7/10Last updated: Aug 10, 2026

What it does

  • Connects to a locally running TWS or IB Gateway and fetches an account summary (net liquidation, cash balance, buying power, etc.).
  • Falls back between paper (7497) and live (7496) ports automatically, then remembers which account type worked for future calls.
  • Supports IB_PORT env var plus --port, --account, and --all-accounts flags; defaults to querying all managed accounts.
  • Forces America/New_York timezone and includes generated_at / data_delay in every JSON payload.

Who it's for

  • Interactive Brokers traders who want balance and buying-power checks straight from Claude Code.
  • Users managing multiple IB accounts who need one consolidated summary.
  • Developers building automation on top of the IB API.

Usage examples

  1. "What's my IB account balance?" → returns a JSON summary of all managed accounts.
  2. "How much buying power do I have right now?" → extracts and explains the buying-power field.
  3. Running IB Gateway in a container on port 4001: set IB_PORT=4001, then request the full account summary.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/staskh/trading_skills/HEAD/.claude/skills/ib-account/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the .claude/skills/ib-account folder from the GitHub repo staskh/trading_skills into my ~/.claude/skills/ib-account/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/staskh/trading_skills.git && mkdir -p ~/.claude/skills && cp -r trading_skills/.claude/skills/* ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Install and launch TWS or IB Gateway, and enable API access (ActiveX/Socket Clients) in its settings.
  2. Clone the repo: git clone https://github.com/staskh/trading_skills.git
  3. Copy the skills in: mkdir -p ~/.claude/skills && cp -r trading_skills/.claude/skills/* ~/.claude/skills/
    • This skill depends on trading-skills, so copy the whole skills folder.
  4. Install Python deps: uv sync or pip install ib-async (without uv, replace uv run python with python).
  5. Pick your port: 7497 for paper, 7496 for live, or set IB_PORT=4001 in a .env file for a Gateway container.
  6. Restart Claude Code and ask "show me my IB account summary" to trigger the skill.
View source on GitHub ↗License: MIT