ibkr-readonly

Query IBKR holdings, balances, quotes, and fundamentals via ib_insync.

41|8|Updated Feb 24, 2026
One-click install
npx skills add https://github.com/liusai0820/ibkrclaw --skill ibkr-readonly
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ibkr-readonly
Source: https://github.com/liusai0820/ibkrclaw/tree/main
Command: npx skills add https://github.com/liusai0820/ibkrclaw --skill ibkr-readonly

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

IBKR Read-Only Skill enables researchers and enthusiasts to query holdings, balances, real-time data, and fundamental metrics from IBKR without any trading capability, reducing risk while enabling thorough analysis.

Core Features & Use Cases

  • Read-only access to portfolio holdings, balances, unrealized P&L, and market values via IB Gateway.
  • Real-time and delayed market data, basic fundamentals, and historical K-line data for research and evaluation.
  • Use cases include portfolio reviews, fundamental analysis, backtesting signals, and performance assessment without placing orders.

Quick Start

Install and configure the IB Gateway and ib_insync environment, then run the read-only client to fetch and display data.

Frequently Asked Questions about ibkr-readonly

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

FAQPage Schema
How do I query IBKR holdings and balances without executing trades?

You can query IBKR holdings and balances without executing trades by using a read-only client to connect to a local IB Gateway via ib_insync. This fetches portfolio data, unrealized P&L, and market values safely for research purposes.

What is read-only access to IBKR and how does it work with IB Gateway?

Read-only access to IBKR fetches data like real-time quotes, fundamentals, and historical K-line data via a local IB Gateway running on port 4001. It uses ib_insync to retrieve information for portfolio analysis while eliminating trading capabilities.

Do I need a running IB Gateway to fetch real-time market data and fundamentals?

Yes, you need a running IB Gateway on port 4001 to fetch real-time market data and fundamentals. The Skill requires an active Python environment with ib_insync and requests to connect and retrieve the data.

Can I use ib_insync for portfolio analysis and risk assessment without placing orders?

Yes, you can use ib_insync for portfolio analysis and risk assessment without placing orders. The Skill operates in a strictly read-only mode to retrieve holdings, balances, and market data, ensuring no trades are executed.

What are the limitations of using a read-only IBKR connection for backtesting?

When using a read-only IBKR connection for backtesting, the limitation is that you cannot execute trades or place orders. It is strictly designed to fetch historical K-line data and evaluate signals without modifying your portfolio.

What's the best way to retrieve unrealized P&L and market values from IBKR for research?

The best way to retrieve unrealized P&L and market values from IBKR for research is using a read-only ib_insync client. It connects to your local IB Gateway to securely pull portfolio balances and market data without trade execution.