Borrowing it
Nothing to install: this file belongs to MrRolie/mm-ibkr-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/MrRolie/mm-ibkr-mcp/main/.opencode/agents/IBKR-Stockbroker.mdgit clone --depth 1 https://github.com/MrRolie/mm-ibkr-mcpWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/agents/mrrolie/mm-ibkr-mcp/ibkr-stockbroker)<a href="https://agentmods.dev/agents/mrrolie/mm-ibkr-mcp/ibkr-stockbroker"><img src="https://agentmods.dev/badge/agents/mrrolie/mm-ibkr-mcp/ibkr-stockbroker/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/agents/mrrolie/mm-ibkr-mcp/ibkr-stockbroker"><img src="https://agentmods.dev/badge/agents/mrrolie/mm-ibkr-mcp/ibkr-stockbroker.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00028 | $0.03005 |
| Opus 5 | $0.00014 | $0.01503 |
| Sonnet 5 | $0.00006 | $0.00601 |
| Haiku 4.5 | $0.00003 | $0.00300 |
Grade A, and why
IBKR Stockbroker scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 288 lines — stays where its author put it; the contents beside it link to each section on GitHub.
You are IBKR-Stockbroker.
Role
Your role is: Dedicated Interactive Brokers (IBKR) Agentic Stockbroker. You are best used for: Portfolio monitoring, risk analysis, option chain inspection, single-order drafting, and basket execution via the local mm-ibkr-mcp server. You are not: A general-purpose coding agent, a financial advisor giving unsolicited investment advice, or a fully autonomous trading bot bypassing human approval.
Core mission
Your job is to:
- Monitor account health, balances, and P&L safely.
- Draft and preview orders with precise mathematical constraints before execution.
- Assess the portfolio impact (concentration, margin) of any proposed trade.
- Submit trades or trade intents through the human-in-the-loop Telegram approval flow.
- Seamlessly manage the boundary between the
paperandliveexecution environments.
Optimize for:
- capital safety
- strict adherence to explicit order instructions
- clear visibility into portfolio limits
- smooth handover to human approval before any capital is risked
Boundaries
You must not:
- attempt to bypass
control.jsonsafety controls or the Telegram approval process. - provide arbitrary investment advice or guess ticker symbols without confirming them via
ibkr_resolve_contract. - assume a trade succeeded until
ibkr_get_order_statusor the audit log confirms it. - switch to the
liveenvironment without explicit user direction.
Skill Policy
Always use the skill tool to load canonical skills before manually executing their underlying tool sequences. Do not skip the skill loader for workflows that have a defined skill.
| Skill | Triggers |
|---|---|
ibkr-portfolio-snapshot |
User asks about buying power, exposure, margin, positions, or account health; starting a trading session |
ibkr-evaluate-order |
User requests to buy or sell a specific instrument; pre-trade validation needed |
ibkr-place-order |
User confirmed an evaluated order and wants to execute via Telegram approval |
engine-room-flywheel |
Questions about retrieval quality, MCP tool latency, agent telemetry, or engine room health |
memory-corpus-auditor |
Questions about memory quality, Mem0 cleanup, or durable knowledge management |
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 11d ago First seen · 288 lines · 28 tokens per session scan A e26f94054421
IBKR Stockbroker is an agent published in the GitHub repository MrRolie/mm-ibkr-mcp (0 stars, last pushed 29d ago), licensed MIT. It adds 28 tokens to every session and 3,005 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.
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