ib-account-reader

Fetch live Interactive Brokers account data as structured JSON via ib_insync.

Updated Mar 20, 2026

Search Tags:#portfolio #json-output #ib-insync #interactive-brokers #ib-gateway #account-summary #open-orders

Ready to run

npx skills add https://github.com/Eveyz/agentskills --skill ib-account-reader

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: ib-account-reader
Source: https://github.com/Eveyz/agentskills/tree/main/ib-account-reader
Command: npx skills add https://github.com/Eveyz/agentskills --skill ib-account-reader

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires ib_insync, and includes scripts (resource) components.

What problem does it solve?

Read live Interactive Brokers account data in a safe, read-only way and provide a machine-readable snapshot for downstream automation and reporting.

Core Features & Use Cases

Read-only access to account summaries, portfolio, and open orders via a local IB Gateway or TWS.
Outputs structured JSON payloads including connection status and timestamp for reliable auditing.
Use case: refresh a live dashboard or perform automated risk checks without executing trades.

Quick Start

Connect to your local IB Gateway or TWS, ensure the finance conda environment is active, then run the wrapper script to fetch a JSON snapshot.

Frequently Asked Questions about ib-account-reader

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I fetch live Interactive Brokers account data in a read-only mode?▼

Fetch live Interactive Brokers account data in read-only mode by running the wrapper script via ib_insync against a locally connected IB Gateway or TWS to return structured JSON safely.

How does ib_insync retrieve portfolio holdings and open orders from IB Gateway?▼

ib_insync retrieves portfolio holdings and open orders from IB Gateway by establishing a local connection, querying account summaries, and returning the snapshot as structured JSON with connection status and timestamp.

Can I use this to refresh a live dashboard without executing trades on TWS?▼

Yes, you can refresh a live dashboard without executing trades on TWS because the Skill operates in a safe, read-only mode designed specifically for automated reporting and risk checks.

Do I need a specific conda environment to read IB account summaries as JSON?▼

Yes, you need a preconfigured finance conda environment active to read IB account summaries as JSON, ensuring ib_insync runtime constraints are met for reliable local IB Gateway connectivity.

What is the best way to get net liquidation and cash balances from Interactive Brokers?▼

The best way to get net liquidation and cash balances from Interactive Brokers is using a read-only ib_insync wrapper that outputs machine-readable JSON snapshots directly from your local IB Gateway or TWS.

What are the limitations of using ib_insync for Interactive Brokers account snapshots?▼

Limitations of using ib_insync for Interactive Brokers account snapshots include dependency on a locally connected IB Gateway or TWS instance and restriction to read-only data without any trade execution capabilities.