Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.
Quickly install ib-portfolio-action-report AI skill to your development environment via command line
Source: staskh/trading_skills.
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.
User must have TWS or IB Gateway running locally with API enabled:
Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.
Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally. Source: staskh/trading_skills.
Stable fields and commands for AI/search citations.
npx skills add https://github.com/staskh/trading_skills --skill ib-portfolio-action-reportGenerate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally. Source: staskh/trading_skills.
Open your terminal or command line tool (Terminal, iTerm, Windows Terminal, etc.) Copy and run this command: npx skills add https://github.com/staskh/trading_skills --skill ib-portfolio-action-report Once installed, the skill will be automatically configured in your AI coding environment and ready to use in Claude Code, Cursor, or OpenClaw
https://github.com/staskh/trading_skills