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.
npx skills add staskh/trading_skills --skill ib-portfolio-action-reportgit clone --depth 1 https://github.com/staskh/trading_skillsWrote 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/skills/staskh/trading_skills/ib-portfolio-action-report)<a href="https://agentmods.dev/skills/staskh/trading_skills/ib-portfolio-action-report"><img src="https://agentmods.dev/badge/skills/staskh/trading_skills/ib-portfolio-action-report/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/skills/staskh/trading_skills/ib-portfolio-action-report"><img src="https://agentmods.dev/badge/skills/staskh/trading_skills/ib-portfolio-action-report.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- NVIDIA SkillSpector pass
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 | $0.00049 | $0.00994 |
| Opus 5 | $0.00024 | $0.00497 |
| Sonnet 5 | $0.00010 | $0.00199 |
| Haiku 4.5 | $0.00005 | $0.00099 |
Grade A, and why
ib-portfolio-action-report 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 — 99 lines — stays where its author put it; the contents beside it link to each section on GitHub.
IB Portfolio Action Report
Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position.
IB Connection
TWS or IB Gateway must be running locally with API enabled:
- Paper trading — port 7497
- Live trading — port 7496
IB_PORTenv var — default port when--portis omitted (e.g.IB_PORT=4001for a Gateway container). Precedence:--portflag >IB_PORT> built-in default. Set it in the shell or a.envfile.
Port fallback: If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.
Instructions
Step 1: Gather Data
Note: If
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
uv run python scripts/report.py [--port PORT] [--account ACCOUNT]
The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings.
Step 2: Format Report
Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.
Filename: ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md
Step 3: Report Results
Present critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path.
Arguments
--port- IB port (default: 7497 for paper trading)--account- Specific account ID to analyze (optional, defaults to all accounts)
JSON Output
The script returns structured JSON with:
generated_at- NY timestamp (e.g."2026-04-29 19:35 ET")data_delay- Data freshness ("real-time")accounts- List of account IDssummary- Red/yellow/green countsspreads- All positions grouped into spreads with risk level, urgency, and recommendationstechnicals- Technical indicators per symbol (RSI, trend, SMAs, MACD, ADX)earnings- Earnings dates per symbolprices- Current prices per symbolearnings_calendar- Upcoming earnings with account/position infoaccount_summary- Position and risk counts per account
What ships with it
2 files 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.
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 · 99 lines · 49 tokens per session scan A d01f8fff8c8d
ib-portfolio-action-report is a skill published in the GitHub repository staskh/trading_skills (363 stars, last pushed 10d ago), licensed MIT. It adds 49 tokens to every session and 994 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 2026-08-30.
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