ibkr-portfolio

---

name: ibkr-portfolio description: Retrieve IBKR portfolio positions and P&L via the MCP tool and present a clear summary. metadata: short-description: IBKR portfolio via MCP

Use this skill when the user wants their current IBKR portfolio or P&L.

Instructions:

• Always call the MCP tool ibkr_get_portfolio to retrieve portfolio data; do not fabricate or estimate positions.
• Use input parameters only when explicitly requested:
  • account to override the default account.
  • include_pnl to omit or include P&L.
  • as_of to echo the caller-provided timestamp.
• Present results in this order:
  1. A table of positions with columns: symbol, secType, exchange, currency, position, avgCost, marketPrice, marketValue, unrealizedPnl, realizedPnl.
  2. Totals summary: unrealizedPnl, realizedPnl, netLiquidation.
  3. Notes list (bullet points).
• If the tool returns an error object:
  • Explain the error clearly.
  • Provide troubleshooting steps:
    • Confirm TWS/IB Gateway is running.
    • Verify API access is enabled in TWS.
    • Check IBKR_HOST/IBKR_PORT values.
    • On Linux, ensure Docker uses extra_hosts: host.docker.internal:host-gateway.
    • Check firewall or local permissions.
• Safety: read-only. Do not place orders or perform any trading action.