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IB Tactical Collar Report

Pulls your live Interactive Brokers PMCC positions and generates a tactical collar (protective put) report for earnings and other high-risk events.

Data & AnalyticsAdvanced★ 358⑂ 81AI score 8/10Last updated: Sep 1, 2026

What it does

  • Connects to a locally running TWS or IB Gateway API and fetches the real position for a symbol (long LEAPS call plus short calls).
  • Checks whether the PMCC structure is proper (short strike above long strike) or broken.
  • Looks up the next earnings date, days until the event, and historical volatility.
  • Compares short-, medium-, and long-dated puts on cost and P&L across gap-up / flat / gap-down scenarios, then recommends an optimal strike and expiry.
  • Writes a structured markdown report to sandbox/ and summarizes the key findings.

Who it's for

  • Options traders running PMCC / diagonal spreads on Interactive Brokers.
  • Anyone who wants temporary downside protection only around earnings (tactical, not permanent, collars).
  • Traders who want hard numbers on insurance cost versus protection value.

Example uses

  1. "Build a collar report for NVDA before earnings" → connects on paper port 7497 and outputs a put-duration cost/scenario table.
  2. "Analyze my AMZN position in account U790497" → scopes to that account, flags PMCC health, recommends a put.
  3. "How much would I lose on a 15% gap down with no hedge?" → contrasts unprotected LEAPS loss with collared outcomes.

Prerequisites: TWS or IB Gateway must be running with API access enabled, the symbol must exist in your portfolio, and the companion trading-skills skill is required.

· · · 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-collar/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-collar folder from the GitHub repo staskh/trading_skills into my ~/.claude/skills/ib-collar/.
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/ib-collar trading_skills/.claude/skills/trading-skills ~/.claude/skills/

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

  1. Open a terminal and clone the repo: git clone https://github.com/staskh/trading_skills.git
  2. Create the skills directory: mkdir -p ~/.claude/skills
  3. Copy this skill and its dependency: cp -r trading_skills/.claude/skills/ib-collar trading_skills/.claude/skills/trading-skills ~/.claude/skills/
  4. Install the uv Python runner if you don't have it: curl -LsSf https://astral.sh/uv/install.sh | sh
  5. Launch Interactive Brokers TWS or IB Gateway and enable API access (paper: port 7497, live: port 7496).
  6. Optionally set a default port: export IB_PORT=7497
  7. Restart Claude Code and ask something like "generate a collar report for NVDA" to trigger the skill.
View source on GitHub ↗License: MIT