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IBKR Options Assistant
by
AlexLiu0130
· GitHub ↗
· v0.2.4
· MIT-0
52
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Install in OpenClaw
/install ibkr-options-assistant
Description
Interactive Brokers options & stock trading assistant. Provides real-time portfolio Greeks, option chain analysis, McMillan/Overby strategy recommendations,...
README (SKILL.md)
IBKR Trader Toolkit
Real-time data, options analysis, and portfolio risk for Interactive Brokers — all via JSON-emitting CLI scripts.
Core rule: Scripts produce data. You (the model) produce the analysis.
When to trigger this skill
| User asks about... | Example phrasing |
|---|---|
| Stock / ETF prices | "What's SPY at?" "Current AAPL price" |
| Option chains, Greeks, IV | "Show me AAPL puts for next month" |
| Strategy ideas | "Should I sell a put on MU?" |
| Position risk | "Am I too long delta?" |
| P&L, win rate, history | "How are my wheel trades doing?" |
| Earnings risk | "Does ARM report before my call expires?" |
| Alerts / monitoring | "Warn me if SPY IV > 80%ile" |
Fire even if the user doesn't mention IBKR — if they're asking about their positions or P&L, this skill is the source of truth.
Critical: For stock prices, always use market_quote.py. Never web-search a stock price — the web is minutes-to-hours stale.
Workflows
"Should I sell a put on $SYM?"
Run these in order, then synthesize:
| Step | Command | Why |
|---|---|---|
| 1 | portfolio_positions.py |
Know existing exposure first |
| 2 | earnings_calendar.py SYM --days 60 |
Avoid earnings inside DTE |
| 3 | options_analyzer.py SYM --outlook bullish --risk-profile conservative --iv-context |
Get IV environment + candidate strikes |
| 4 | options_chain.py SYM --dte-min 25 --dte-max 45 |
Live mid prices for chosen strikes |
Your recommendation must include: strike • delta • premium • breakeven • annualized yield • earnings/IV warnings.
"What's my portfolio looking like?"
| Step | Command |
|---|---|
| 1 | portfolio_positions.py → positions + Greeks |
| 2 | options_daily.py → expiry warnings + IV summary |
| 3 | pnl_analytics.py --days 7 → recent realized P&L |
"I'm thinking of adding trade X — is it safe?"
risk_simulator.py --add "SYM STRIKE EXPIRY R ACTION QTY"
Flag any of:
- Vega magnitude doubles → much more IV-exposed
- Net delta flips sign → directional bet now opposite
- One symbol > 30% of capital → concentration risk
"How's my wheel doing?"
wheel_tracker.py summary
Returns per-symbol: stage (short_put / assigned / covered_call / called_away), cumulative premium, days in cycle, annualized return.
"Should I roll position X?"
| Step | Command | Why |
|---|---|---|
| 1 | portfolio_positions.py |
Confirm the leg's current strike, expiry, P&L, delta |
| 2 | options_chain.py SYM --dte-min 25 --dte-max 60 |
Survey roll candidates further out |
| 3 | Consult references/wheel_strategy.md |
"Roll vs accept assignment" decision tree |
Your recommendation must include: new strike • new DTE • net credit (new premium − close cost) • effective basis change vs current leg • roll count so far (cap at 2).
Script reference
| Script | When to use |
|---|---|
market_quote.py SYM [SYM2 ...] |
Any stock/ETF price question |
portfolio_positions.py |
What do I own? Portfolio Greeks |
options_chain.py SYM |
Strikes survey + IV by expiry |
options_analyzer.py SYM --outlook X --risk-profile Y --iv-context |
Strategy ideas given outlook |
options_daily.py |
Morning/EOD options report (start here) |
pnl_analytics.py [--days N] |
Realized P&L, win rate, best/worst |
risk_simulator.py --add "..." |
Pre-trade Greeks impact |
earnings_calendar.py SYM ... |
Earnings within N days |
technical_indicators.py SYM |
RSI / MA / BB / ATR |
wheel_tracker.py summary |
Wheel cycle status & yield |
alerts_monitor.py |
Threshold rules (cron-friendly) |
cost_basis.py SYM [...] |
Premium-adjusted effective cost basis (wheel) |
concentration.py |
HHI, sector mix, top-N portfolio concentration |
flex_import.py [--flex-dir ...] |
Parse IBKR Flex CSV/XML history into JSON |
trade.py \x3Cstock|option|combo|...> |
Place orders (opt-in, dual-gate). See references/trading.md |
All read-only scripts:
- Output JSON to stdout (or to
--output FILE) - Read IBKR config from env vars (
IBKR_HOST,IBKR_PORT,IBKR_CLIENT_ID_BASE,IBKR_MARKET_DATA_TYPE) - Cannot place orders — only
trade.pycan, and only when bothIBKR_TRADING_ENABLED=1and--confirm-tradeare present
Pre-trade checklist (every options recommendation)
Before suggesting any options trade, verify all three:
- IV environment — from
options_analyzer.py --iv-context. Don't sell premium in low-IV; don't buy premium in high-IV. - Earnings inside DTE — from
earnings_calendar.py. IV crush after earnings flips the math. - Existing position Greeks — from
portfolio_positions.py. If already +5000 delta, adding more is wrong direction-of-thesis or not.
State each check explicitly:
"IV environment: low (ratio 0.7); earnings: none in next 45 days; current net delta: +1,200."
This lets the user audit the reasoning.
Operating constraints
| Constraint | What it means |
|---|---|
| JSON in, judgement out | The script's recommendations list is candidate data, not a final answer. Re-rank against the user's situation. |
| Smart data type | IBKR_MARKET_DATA_TYPE=3 by default — IBKR auto-upgrades to realtime when user is subscribed, falls back to delayed otherwise. If quotes look stale, check market hours + subscriptions. |
| One clientId per script | If you see clientId already in use, wait a few seconds or bump IBKR_CLIENT_ID_BASE. |
| Cache chains across calls | options_chain.py --output /tmp/chain.json then options_analyzer.py --chain-file /tmp/chain.json saves IBKR roundtrips. |
Deeper references
Read on demand when the user's question warrants it:
references/strategies.md— full McMillan/Overby strategy library + selection matrixreferences/greeks_primer.md— practical Delta/Gamma/Vega/Theta interpretationreferences/wheel_strategy.md— strike/DTE selection, roll-vs-assign decision treereferences/options_book_summary.md— McMillan/Overby/Natenberg/Sinclair operational rulesreferences/troubleshooting.md— connection errors, subscription issues
Usage Guidance
Before installing, be comfortable giving the agent access to your IBKR-backed market and account data. Start with paper trading or IBKR Read-Only API mode, keep `IBKR_TRADING_ENABLED` unset unless you intend to trade, verify the source/dependencies, and treat all JSON outputs as private financial information.
Capability Analysis
Type: OpenClaw Skill
Name: ibkr-options-assistant
Version: 0.2.4
The ibkr-options-assistant skill bundle is a legitimate and well-documented toolkit for Interactive Brokers traders. It provides a suite of scripts for market data analysis, portfolio risk management, and strategy recommendation. While the toolkit includes a trade execution script (trade.py) capable of moving real money, it implements a robust 'dual-gate' safety mechanism requiring both an environment variable (IBKR_TRADING_ENABLED=1) and a specific CLI flag (--confirm-trade) to prevent accidental orders. Other scripts, such as alerts_monitor.py, demonstrate security-conscious design by using a restricted AST-based evaluator for user-defined conditions instead of unsafe eval(). The bundle communicates only with the local IBKR Gateway and public market data APIs (Nasdaq, Finnhub), with no evidence of data exfiltration, malicious persistence, or obfuscation.
Capability Tags
Capability Assessment
Purpose & Capability
The capabilities fit the stated purpose: quotes, option chains, portfolio Greeks, P&L, risk simulation, and optional order execution for an IBKR trading assistant. The financial impact is high, but the artifacts disclose it.
Instruction Scope
The skill strongly routes stock, portfolio, and trade questions to its IBKR scripts, including cases where the user does not explicitly say IBKR. This is purpose-aligned for live trading data, but users should expect broker/account queries.
Install Mechanism
There is no registry install spec, and the registry source/homepage are not declared; the README describes a manual GitHub clone and pip dependency install. This is not automatic execution, but users should verify the repository and dependencies.
Credentials
The environment access is proportionate for the purpose: IB Gateway configuration, a logged-in IBKR session, optional external earnings APIs, and local files for wheel journals, alerts, and Flex imports.
Persistence & Privilege
The skill can operate against an active broker session and documents cron-friendly monitoring, while trade execution is described as disabled unless both an environment flag and confirmation flag are present.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install ibkr-options-assistant - After installation, invoke the skill by name or use
/ibkr-options-assistant - Provide required inputs per the skill's parameter spec and get structured output
Version History
v0.2.4
Renamed from ibkr-trader-toolkit. Clarifies positioning as an options-analysis assistant driven by Claude/AI, not a trading bot. No behavior changes — same 17 scripts, same dual-gate trading safety, same JSON output.
Metadata
Frequently Asked Questions
What is IBKR Options Assistant?
Interactive Brokers options & stock trading assistant. Provides real-time portfolio Greeks, option chain analysis, McMillan/Overby strategy recommendations,... It is an AI Agent Skill for Claude Code / OpenClaw, with 52 downloads so far.
How do I install IBKR Options Assistant?
Run "/install ibkr-options-assistant" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is IBKR Options Assistant free?
Yes, IBKR Options Assistant is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does IBKR Options Assistant support?
IBKR Options Assistant is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created IBKR Options Assistant?
It is built and maintained by AlexLiu0130 (@alexliu0130); the current version is v0.2.4.
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