菜单
Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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.
Scan stocks for bullish trends using technical indicators (SMA, RSI, MACD, ADX). Use when user asks to scan for bullish stocks, find trending stocks, or rank symbols by momentum.
Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.
Detect institutional whale activity in options for a given underlying. Use when the user asks about unusual options activity, large block trades, whale trades, or institutional options flow for a specific symbol.
Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.
Generate tactical collar strategy reports for protecting PMCC positions through earnings or high-risk events. Requires TWS or IB Gateway running locally.
| name | ib-create-consolidated-report |
| description | Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV. |
| dependencies | ["trading-skills"] |
Reads all CSV files from a given directory (excluding subdirectories), consolidates trade data by key fields, and generates both markdown and CSV reports.
uv run python scripts/consolidate.py <directory> [--port PORT] [--output-dir OUTPUT_DIR]
directory - Path to directory containing IBRK trade CSV files--port - IB port to fetch unrealized P&L (7497=paper, 7496=live). If not specified, auto-probes both ports (tries 7496 first, then 7497).--output-dir - Output directory for reports (default: sandbox/)Groups trades by:
Aggregates:
Adds column:
Generates two files in the output directory:
consolidated_trades_YYYY-MM-DD_HHMM.md - Markdown report with summary tablesconsolidated_trades_YYYY-MM-DD_HHMM.csv - CSV with all consolidated data# Consolidate trades from IBRK reports directory
uv run python scripts/consolidate.py "C:\Users\avrah\OneDrive\Business\Trading\IBRK reports\2stastrading2025"
# Specify custom output directory
uv run python scripts/consolidate.py "C:\path\to\reports" --output-dir "C:\output"
All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.