ib-portfolio

# IB Portfolio Fetch current portfolio positions from Interactive Brokers. ## 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 > **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/portfolio.py [--port PORT] ``` ## Arguments - `--port` - IB port (default: 7497 for paper trading) - `--account` - Specific IB account ID (optional, defaults to first account) ## Output Returns JSON with: - `connected` - Whether connection succeeded - `positions` - Array of positions with symbol, quantity, avg_cost, market_value, unrealized_pnl If not connected, explain that TWS/Gateway needs to be running. ## Dependencies - `ib-async` ## Timezone All timestamps and time-based calculations m...