Ib Gateway
Read-only pull of Interactive Brokers account, position, execution, bar and dividend data from IB Gateway or Flex into a local snapshot + Parquet lake.
Ib Dividend Income
Read-only Interactive Brokers dividend income from Activity Flex Query data. Use when the user asks for paid or expected dividends over an inclusive date range, withholding and net income, currency or listing-country attribution, leading contributors, annual dividend-income estimates, or portfolio dividend yield. Reads the Flex Web Service only; never uses Gateway, market data, or orders.
Ib Portfolio Analyst
Read-only IB diagnostics: account health, concentration, P&L attribution, trade review, portfolio risk, pre-trade check — a P0-P3 findings report with charts.
Ib Account Overview
Read-only account financial overview from Interactive Brokers. Use when the user asks for net liquidation, cash balance, buying power, margin (initial/maintenance/used), excess liquidity, or daily/unrealized/realized P&L, with per-currency balances converted to the base currency. Reads account state only — never positions detail, never orders.
Ib Trade History
Read-only Interactive Brokers trade history from Flex Query. Use when the user asks to list executions or fills for a date range, inspect buy and sell activity, commissions, order type, exchange, open/close status, realized FIFO P&L, win rate, average win/loss, or profit/loss ratio. Reads Flex records only - never places, modifies, or cancels an order.
Ib Suite
Read-only Interactive Brokers toolchain index and onboarding. Use when orienting across the ib-suite skills, running first-run setup (venv + live/paper config), or deciding which IB skill to run and in what order: ib-sync ingestion, live account/positions/daily-P&L/options overviews, Flex trade or dividend history, or the offline ib-analyze report. It runs nothing itself — the sub-skills do the w…
Ib Daily Pnl
Read-only daily (today's) P&L breakdown from Interactive Brokers. Use when the user asks how their account did today, today's total/realized/unrealized P&L, which positions contributed the most profit or loss today, how each asset class (stock/option/ETF/forex) or currency contributed, or whether one name dominated today's move. Reads live P&L state only — never places, modifies, or cancels an or…
Ib Options Overview
Read-only Interactive Brokers option positions and Greeks overview. Use when the user asks for open option contracts, IV, Delta, Gamma, Theta, Vega, moneyness, expiry exposure, or option concentration. Reads live positions only - never places, modifies, or cancels an order.
Ib Positions Overview
Read-only positions overview from Interactive Brokers. Use when the user asks to list every open position with its symbol, name, asset type, quantity, long/short, average cost, current price, market value, unrealized P&L and return, account weight, industry, market/country, and currency, or to rank positions by market value, profit, loss, or account weight and flag the most concentrated name. Rea…