What is ibkr-portfolio-snapshot?

A read-only procedure for collecting an Interactive Brokers account snapshot, including balances, positions, profit and loss, margin, and portfolio risk. Interactive Brokers is an online brokerage platform.

It is for checking buying power, net liquidation value, margin, open positions, largest holdings, concentration, risk level, and warnings at the start of a trading session or before order evaluation.

It gives the agent a consistent view of the account before discussing or evaluating a trade without changing anything in the account.

How MrRolie/mm-ibkr-mcp configures OpenCode

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-portfolio-snapshot/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/MrRolie/mm-ibkr-mcp

Made for: OpenCode.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot/github.svg)](https://agentmods.dev/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot)

Your own site

<a href="https://agentmods.dev/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot"><img src="https://agentmods.dev/badge/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot"><img src="https://agentmods.dev/badge/skills/mrrolie/mm-ibkr-mcp/ibkr-portfolio-snapshot.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session 42 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 551 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.

Model	Per session	Once invoked
Fable 5.1	$0.00042	$0.00551
Opus 5	$0.00021	$0.00275
Sonnet 5	$0.00008	$0.00110
Haiku 4.5	$0.00004	$0.00055

Measured 12d ago against content hash 45fe016ab806, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

ibkr-portfolio-snapshot 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 12d 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-portfolio-snapshot/SKILL.md · 67 lines

How it starts

The opening of the file, as written. The whole thing — 67 lines — stays where its author put it; the contents beside it link to each section on GitHub.

IBKR Portfolio Snapshot

Use this skill at the start of any trading session or before evaluating a proposed order. It fetches the canonical read-only view of account health without touching execution.

When to Use

User asks about buying power, exposure, margin, or current positions
Starting a session to trade or monitor the portfolio
Before calling ibkr-evaluate-order
As a precursor to ibkr_get_portfolio_risk

Workflow

Call ibkr_get_account_summary — get buying power, net liquidation, margin
Call ibkr_get_positions — get all open positions with avg price, market value, unrealized P&L
Call ibkr_get_portfolio_risk — get concentration by symbol, margin utilisation, risk level, and warnings

Return a formatted table with:

Net liquidation, buying power, maintenance margin
Top 3 concentrations by symbol
Overall risk level
Any margin or concentration warnings

Guardrails

This skill is read-only. Do not call execution or approval tools.
Do not assume the account is in a specific mode (paper/live) — always show the trading status if relevant.
If any call fails, return what was successfully retrieved plus the error.

Output Contract

Returns a structured summary:

Account: <id>
Currency: <currency>

Balances:
  Net Liquidation: <value>
  Buying Power: <value>
  Maintenance Margin: <value>

Positions: <count> open positions
  <Symbol> | <qty> shares | <marketValue> | <unrealizedP&L>

Risk Overview:
  Margin Utilisation: <pct>%
  Largest Position: <symbol> (<pct>% of net liq)
  Risk Level: <low|medium|high|critical>
  Warnings: <list or "None">

Resources

Tool naming: this server registers its tools unprefixed (get_positions). OpenCode exposes an MCP tool to the agent as <server-key>_<tool-name>, so the ibkr_ names below assume the server is registered under the key ibkr. See the permission block in .opencode/agents/IBKR-Stockbroker.md.

ibkr_get_account_summary
ibkr_get_positions
ibkr_get_portfolio_risk

Read the full file on GitHub · 67 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.

12d ago First seen · 67 lines · 42 tokens per session scan A 45fe016ab806

Subscribe to this mod's changes

ibkr-portfolio-snapshot is a skill published in the GitHub repository MrRolie/mm-ibkr-mcp (0 stars, last pushed 1mo ago), licensed MIT. It adds 42 tokens to every session and 551 once invoked, about $0.0002 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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mm-ibkr-mcp: Skill for OpenCode