ib-pmcc-advisor

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Analyze PMCC (Poor Man's Covered Call / diagonal spread) positions from IB portfolio. For each diagonal spread, reports short leg risk (delta, IV, assignment probability), daily P&L projections, top-3 roll candidates, and a side-by-side comparison table. Requires TWS or IB Gateway running locally.

AI & Automation 298 stars 68 forks Updated 6 days ago MIT

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Quality Score: 89/100

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Skill Content

# IB PMCC Advisor Analyzes all PMCC (diagonal call spread) positions in the IB portfolio and provides actionable advice on the short leg: assignment risk, P&L projections per day, and ranked roll recommendations. ## IB Connection TWS or IB Gateway must be running locally with API enabled: - **Paper trading** — port 7497 - **Live trading** — port 7496 - **`IB_PORT` env var** — default port when `--port` is omitted (e.g. `IB_PORT=4001` for a Gateway container). Precedence: `--port` flag > `IB_PORT` > built-in default. Set it in the shell or a `.env` file. **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: Run the script ```bash uv run python .claude/skills/ib-pmcc-advisor/scripts/pmcc_advisor.py [--port PORT] [--account ACCOUNT] [--min-roll-dte N] [--price-mode mid|last] ``` The script returns JSON to stdout. Parse it and use it for the response below. ### Step 2: Default response — brief inline summary Unless the user explicitly asks for a report or JSON output, respond with a **concise inline summary only**. No files saved. Format: - One line per spread: `SYMBOL — short $STRIKE exp DATE (δ=X, assign=Y%) — [H...

Details

Author
staskh
Repository
staskh/trading_skills
Created
5 months ago
Last Updated
6 days ago
Language
Python
License
MIT

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