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IBKR Options Assistant

Name: IBKR Options Assistant
Author: alexliu0130

作者 AlexLiu0130 · GitHub ↗ · v0.2.4 · MIT-0

cross-platform ✓ 安全检测通过

总下载

当前安装

版本数

在 OpenClaw 中安装

/install ibkr-options-assistant

功能描述

Interactive Brokers options & stock trading assistant. Provides real-time portfolio Greeks, option chain analysis, McMillan/Overby strategy recommendations,...

使用说明 (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.py can, and only when both IBKR_TRADING_ENABLED=1 and --confirm-trade are 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 matrix
references/greeks_primer.md — practical Delta/Gamma/Vega/Theta interpretation
references/wheel_strategy.md — strike/DTE selection, roll-vs-assign decision tree
references/options_book_summary.md — McMillan/Overby/Natenberg/Sinclair operational rules
references/troubleshooting.md — connection errors, subscription issues

安全使用建议

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.

功能分析

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.

能力标签

cryptocan-make-purchasesrequires-sensitive-credentials

能力评估

ℹ 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.

ℹ 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.

ℹ 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.

ℹ 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.

ℹ 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.

如何使用

确保已安装 OpenClaw（本地或 Docker 部署）
在对话框中输入安装命令：/install ibkr-options-assistant
安装完成后，直接呼叫该 Skill 的名称或使用 /ibkr-options-assistant 触发
根据 Skill 的参数说明提供必要输入，即可获得结构化输出

版本历史

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.

元数据

Slug ibkr-options-assistant

版本 0.2.4

许可证 MIT-0

累计安装 0

当前安装数 0

历史版本数 1

常见问题