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…
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…
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".
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…