Guides Interactive Brokers CLI setup, trading, market data, and account monitoring workflows.
npx skills add https://github.com/qusong0627/QuantMind --skill ibkr-cli-qusong0627
Please help me install this Agent Skill. Skill: ibkr-cli Source: https://github.com/qusong0627/QuantMind/tree/main/skills/ibkr-cli Command: npx skills add https://github.com/qusong0627/QuantMind --skill ibkr-cli-qusong0627
ibkr doctor. - Safe Trading Workflow: Preview-then-submit order model supporting market, limit, stop, stop-limit, trailing, and bracket orders, plus order modification and cancellation. - Market Data & Research: Quotes, historical bars, news headlines and articles, options chains with greeks, market scanners, and Reuters fundamentals. - Account & Historical Reporting: Positions, account summary, P&L, trades, transfers, and dividends via Flex Queries. - Use Case: A user says "I want to buy 10 shares of AAPL." The Skill first verifies connectivity with ibkr doctor, then runs a preview order to show margin and commission impact, and only then guides the user to submit. ## Quick Start Ask the assistant to check your Interactive Brokers connection and show a preview of buying 10 shares of AAPL using ibkr-cli.High-intent search queries and answers about installing and using this skill.
Use ibkr-cli with a running IB Gateway or TWS instance. Run `ibkr buy AAPL 10 --preview --profile gateway-live` to see margin and commission impact first, then repeat with `--submit` to place the real order. The preview-then-submit flow prevents accidental trades.
Download IB Gateway from the Interactive Brokers website, log in, then install ibkr-cli via pipx or pip. Gateway enables the API by default on ports 4001 (live) and 4002 (paper). Verify connectivity with `ibkr doctor --profile gateway-live`.
IB Gateway is a lightweight API-only application recommended for programmatic access, while TWS is the full trading platform with a graphical interface. TWS requires manually enabling socket clients in API settings; Gateway works out of the box.
Connection refused usually means Gateway or TWS is not running, or the wrong profile port is selected (e.g., using port 4002 while TWS listens on 7497). Run `ibkr doctor` to diagnose TCP reachability and API handshake issues.
Yes, Flex Query commands like `ibkr trades`, `ibkr pnl`, `ibkr transfers`, and `ibkr dividends` work over HTTPS directly with IBKR's reporting service. They require a configured Flex Web Service token and query ID, and data is delayed by one business day.
Yes, `ibkr options chain` lists expirations and strikes, and `ibkr options quotes` fetches quotes with full greeks including IV, delta, gamma, theta, and vega. You can filter by right, strike, and exchange.
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