ibkr-readonly

Name: ibkr-readonly
Availability: InStock
Author: liusai

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

41|8|Updated Feb 24, 2026

Search Tags:#fundamentals #portfolio #market-data #read-only #holdings #ibkr

Ready to run

npx skills add https://github.com/liusai0820/ibkrclaw --skill ibkr-readonly

💬 Prompt for ChatGPT / Claude Chat▼

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.