Tax Loss Harvest
Scan IB positions for tax-loss harvesting opportunities. Triggers on "tax loss harvest", "TLH", "harvest losses", "unrealized losses", "what can I sell for a tax loss", "tax-loss opportunities", or "year-end tax planning".
Ib Reference
This skill should be used when the user asks to "parse Flex XML report", "calculate P&L from IB data", "reconcile IB balances", "fetch trade history via Flex", "handle multi-currency positions", "convert IB FX rates", "verify a ticker symbol", or discusses IB, IBKR, Interactive Brokers in the context of data parsing, Flex Web Service, Flex queries, IB report formats, MTM vs FIFO P&L, fxRateToBase…
Portfolio Rebalance
Analyze portfolio drift against target allocation and suggest rebalancing trades. Triggers on "rebalance", "portfolio drift", "allocation check", "am I overweight", "am I underweight", "rebalance my portfolio", "check my allocation", or "portfolio balance".
Portfolio Report
Generate a concise portfolio snapshot with P&L, allocation, and key metrics from live IB data. Triggers on "portfolio report", "portfolio summary", "how's my portfolio", "show me my positions", "portfolio snapshot", "account overview", "what am I holding", or "P&L report".
Ib Connector
This skill should be used when the user asks to "get live market data", "fetch option chain", "check current price", "show positions", "get account summary", "search for a contract", "get historical bars", "check session status", "check margin requirements", "am I at risk of liquidation", "what's my buying power", "run a market scan", or mentions IB, IBKR, Interactive Brokers, IB CP Gateway, secd…
Options
This skill should be used when the user asks about options strategy, position construction, or interpretation — "analyze option positions", "select an option strategy", "construct a spread", "vertical spread", "credit spread", "iron condor", "butterfly", "covered call", "ratio spread", "calendar spread", "backspread", "collar", "interpret Greeks", "delta hedge", "evaluate volatility", "skew", "te…