invest-ibkr

invest-ibkr is a skill for Claude Code from longsizhuo/openInvest. It costs 166 tokens per session (1,653 once invoked), scanned A, original, MIT.

An experimental trading tool for an Interactive Brokers account, where an AI selects and trades US stocks or exchange-traded funds with no confirmation for each trade.

In plain words
What is it for?
It is only for the named operator's private IBKR autopilot experiment, not for ordinary investing or financial advice.
Why use it?
It automates real brokerage decisions but can lose money and is explicitly not recommended for general use.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions CLAUDE.md; mentions Claude Code.

Part of the invest plugin — 4 skills shipped together

Good fit It is only for the named operator's private IBKR autopilot experiment, not for ordinary investing or financial advice.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/longsizhuo/openinvest/invest-ibkr
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add longsizhuo/openInvest --skill invest-ibkr
Clone the repo
git clone --depth 1 https://github.com/longsizhuo/openInvest

Made for: Claude Code.

Or install invest, the plugin that ships this one along with the rest of its 4 skills.

Wrote 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.

agentmods badge for invest-ibkr

README.md
[![agentmods](https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-ibkr/github.svg)](https://agentmods.dev/skills/longsizhuo/openinvest/invest-ibkr)
Your own site
<a href="https://agentmods.dev/skills/longsizhuo/openinvest/invest-ibkr"><img src="https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-ibkr/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.

agentmods 80×15 button for invest-ibkr

Your own site · 80×15
<a href="https://agentmods.dev/skills/longsizhuo/openinvest/invest-ibkr"><img src="https://agentmods.dev/badge/skills/longsizhuo/openinvest/invest-ibkr.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 166 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,653 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00166 $0.01653
Opus 5.5 $0.00066 $0.00661
Sonnet 5.5 $0.00033 $0.00331
Haiku 4.5 $0.00017 $0.00165

Measured 5d ago against content hash 314172b58707, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

invest-ibkr 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 5d 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.

plugin/skills/invest-ibkr/SKILL.md · 86 lines

How it starts

The opening of the file, as written. The whole thing — 86 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Invest IBKR Skill (BETA)

⚠️ BETA — do not use. This drives real money in a real brokerage account with no per-trade human confirmation. It exists for one operator's own experiment. There is no support and no guarantee, it can lose money, and every switch defaults to off. If you are not that operator, stop reading and use the invest skill.

Full reference: docs/wiki/24-ibkr-autopilot.md in the openInvest repo. This page is the short operator card.

What it is

  • openinvest ibkr_autopilot … (job jobs/ibkr_autopilot.py) runs against a separate INVEST_HOME whose target_assets are the US tickers held at Interactive Brokers. The production hub and every fork stay untouched: ibkr.enabled=false and ibkr.dry_run=true by default, and the ibkr.* keys are deliberately not settable through config / MCP / the web API (only INVEST_IBKR_* env or that home's memory/.state/config_overrides.json).
  • Broker access is a local IB Gateway (TWS API, ib_async). IBKR's OAuth 1.0a Web API is institutional-only, so individual accounts cannot run fully headless: the account holder approves an IB Key push on their phone about once a week.
  • Decisions: an LLM picks ≤5 tickers weekly and writes the day's orders; the openInvest committee's verdicts are only a reference input. Optionally a resident Claude Code session (tmux, Remote Control) makes those decisions instead of a per-run LLM call (see "Resident session").

Commands

Safe to run in conversation (read-only):

Command What
ibkr_autopilot status Broker cash / positions / open orders / today's fills + local ledger + list + today's orders + halt flag
ibkr_autopilot brief [--kind pick] The full decision context (rules, account, list, committee verdicts, IBKR news headlines)
ibkr_autopilot news [--symbols A,B] [--days N] / --article PROVIDER:ID IBKR's free news (Briefing.com, Dow Jones) — untrusted external text
ibkr_autopilot news_check New headlines for the list + holdings since the last check (marks them seen; cron use)
ibkr_autopilot committee No orders: runs the 4-role committee report + verdict_review (minutes, spends LLM credits)

Read the full file on GitHub · 86 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

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.

  1. 5d ago First seen · 86 lines · 166 tokens per session scan A 314172b58707

Subscribe to this mod's changes

invest-ibkr is a skill published in the GitHub repository longsizhuo/openInvest (133 stars, last pushed yesterday), licensed MIT. It adds 166 tokens to every session and 1,653 once invoked, about $0.0007 per session on Opus 5.5. 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 2026-10-20.

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