mm-ibkr-mcp: Skill for OpenCode

.opencode/skills/ibkr-evaluate-order/SKILL.md

ibkr-evaluate-order is a skill for OpenCode from MrRolie/mm-ibkr-mcp. It costs 64 tokens per session (1,077 once invoked), scanned A, original, MIT.

A procedure for checking a proposed one-part trade before it is placed through Interactive Brokers, an online brokerage platform. It checks the instrument, account status, portfolio effect, concentration, and trading-profile rules.

In plain words
What is it for?
It is for validating a request such as buying or selling a specific instrument, comparing order scenarios, and producing an order preview before the separate placement step.
Why use it?
It helps identify blocked or unsuitable orders before approval or execution, reducing avoidable trading and portfolio-risk mistakes.

Skill for OpenCode

Written for OpenCode: installed under .opencode/. Also seen: mentions OpenCode.

This is MrRolie/mm-ibkr-mcp's own configuration. It tells OpenCode how to work on mm-ibkr-mcp itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything mm-ibkr-mcp configures →

Reuse

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.

Copy the file
curl -O https://raw.githubusercontent.com/MrRolie/mm-ibkr-mcp/main/.opencode/skills/ibkr-evaluate-order/SKILL.md
Clone the repo
git clone --depth 1 https://github.com/MrRolie/mm-ibkr-mcp

Made for: OpenCode.

Wrote this? Show the measurements

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README.md
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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.

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Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,077 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 $0.00064 $0.01077
Opus 5 $0.00032 $0.00539
Sonnet 5 $0.00013 $0.00215
Haiku 4.5 $0.00006 $0.00108

Measured 10d ago against content hash ff1b5e6a925d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

ibkr-evaluate-order 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 10d 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.

.opencode/skills/ibkr-evaluate-order/SKILL.md · 95 lines

How it starts

The opening of the file, as written. The whole thing — 95 lines — stays where its author put it; the contents beside it link to each section on GitHub.

IBKR Evaluate Order

Evaluate and validate a single-leg order without placing it. Produces a constraint-adjusted order preview with portfolio impact, concentration change, and profile compliance.

When to Use

  • User says "buy X shares of Y" or "sell Y" and you need to validate before execution
  • Comparing multiple order scenarios before committing
  • Use after ibkr-portfolio-snapshot for context
  • Follow up with ibkr-place-order once the user approves

Workflow

Phase 1 — Trading Status Check

  1. Call ibkr_get_trading_status — read dryRun, ordersEnabled, tradingMode, blockReason
  2. If dryRun=true or tradingMode=paper, note it in the output (the user may want to change it before evaluating)
  3. If ordersEnabled=false, stop here and report the block to the user
    • blockReason alone is informational and does NOT block evaluation when ordersEnabled=true and dryRun=false
    • A safety-lock blockReason (e.g., "Safety lock engaged after environment switch") is cleared automatically when the user intentionally unlocks via ibkr_admin_update_trading_control

Phase 2 — Instrument Qualification

  1. Call ibkr_resolve_contract to fully qualify the instrument (symbol + securityType + exchange + currency)

Phase 3 — Pre-Trade Validation

  1. Call ibkr_preview_order with the full OrderSpec — get estimated price, notional, commission, warnings
  2. Call ibkr_assess_order_impact — get concentration change, buying-power usage, margin impact
  3. Call ibkr_validate_against_profile — confirm the order is within profile limits

Phase 4 — Constraint Presentation

  1. Present the evaluated order with a clear summary table:

Instrument: <symbol> | <securityType> | <exchange> / <currency> Side: <BUY|SELL> | Qty: <qty> | Order Type: <orderType> Est. Price: <price> | Est. Notional: <notional>

Portfolio Impact:

Metric Value
Concentration before <pct>%
Concentration after <pct>%
Buying power used <pct>%
Margin utilisation <pct>%

Read the full file on GitHub · 95 lines

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. 10d ago First seen · 95 lines · 64 tokens per session scan A ff1b5e6a925d

Subscribe to this mod's changes

ibkr-evaluate-order is a skill published in the GitHub repository MrRolie/mm-ibkr-mcp (0 stars, last pushed 29d ago), licensed MIT. It adds 64 tokens to every session and 1,077 once invoked, about $0.0003 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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