ibkr-trading

name	ibkr-trading
description	Use when user asks to trade stocks, check portfolio positions, view market data quotes or history, or manage IBKR gateway connection. Triggers on buying, selling, orders, positions, portfolio, stock prices, PnL, or IBKR mentions.

IBKR Trading

Overview

Trade stocks, check positions, and view market data via TWS API (ibapi). All operations use the CLI at ~/PycharmProjects/ibkr_mcp/cli.py (one-shot, connects per command). Use the venv: ~/PycharmProjects/ibkr_mcp/.venv/bin/python

Prerequisites

TWS must be running and logged in. Start with:

~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/start_tws.py

Quick Reference

Task	Command
Start TWS + auto 2FA	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/start_tws.py
Start TWS + wait API	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/start_tws.py --wait
List accounts	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py accounts
View positions	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py positions
Account summary	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py summary
Portfolio	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py portfolio
Get quote	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py quote AAPL
Price history	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py history AAPL --duration "1 M" --bar "1 day"
Contract details	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py details AAPL
Option chain	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py options AAPL
Buy (market)	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py buy AAPL 10 --type MKT --confirm
Buy (limit)	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py buy AAPL 10 --type LMT --price 190.50 --confirm
Sell	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py sell AAPL 5 --type MKT --confirm
Cancel order	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py cancel ORDER_ID
List orders	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py orders
List trades	~/PycharmProjects/ibkr_mcp/.venv/bin/python ~/PycharmProjects/ibkr_mcp/cli.py trades

History Parameters

Duration	Meaning	Bar Size	Meaning
1 D	1 day	1 min	1 minute
5 D	5 days	5 mins	5 minutes
1 M	1 month	1 hour	1 hour
3 M	3 months	1 day	1 day
1 Y	1 year	1 week	1 week

Buy/Sell Extra Options

• --type MKT|LMT|STP|STP LMT — order type
• --price 190.50 — limit price (required for LMT)
• --tif DAY|GTC|IOC|FOK — time in force
• --extended — allow pre/after-market execution
• --confirm — required flag to place order

Workflow

1. Check TWS: If CLI errors with "Cannot connect", run start_tws.py first
2. Before trading: ALWAYS confirm with user. NEVER place orders without explicit approval
3. After trading: Show order result and suggest checking orders or positions

Safety

• All buy/sell commands require --confirm flag
• ALWAYS ask user for confirmation before executing any trade
• Show order details (symbol, qty, type, price) before confirming
• Never auto-confirm trades without user approval