ib-collar

# IB Tactical Collar Generate a tactical collar strategy report for protecting PMCC positions through earnings or high-risk events. ## IB Connection TWS or IB Gateway must be running locally with API enabled: - **Paper trading** — port 7497 - **Live trading** — port 7496 - **`IB_PORT` env var** — default port when `--port` is omitted (e.g. `IB_PORT=4001` for a Gateway container). Precedence: `--port` flag > `IB_PORT` > built-in default. Set it in the shell or a `.env` file. **Port fallback:** If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled. ## Instructions ### Step 1: Gather Data ```bash uv run python scripts/collar.py SYMBOL [--port PORT] [--account ACCOUNT] ``` The script returns JSON to stdout with all position and scenario data. ### Step 2: Format Report Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report from the JSON data and save to `sandbox/`. ### Step 3: Report Results Present key findings to the user: recommended put protection, cost/benefit, and the saved report path. ## Arguments - `SYMBOL` - Stock symbol to analyze (must be in portfolio) - `--port` - IB port (default: 7497 for paper trading) - `...