ib-portfolio-action-report

# 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_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: Gather Data > **Note:** If `uv` is not installed or `pyproject.toml` is not found, replace `uv run python` with `python` in all commands below. ```bash 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 f...