ib-collar

# IB Tactical Collar Generate a tactical collar strategy report for protecting PMCC positions through earnings or high-risk events. ## Prerequisites User must have TWS or IB Gateway running locally with API enabled: - Paper trading: port 7497 - Live trading: port 7496 ## 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: 7496 for live trading) - `--account` - Specific account ID (optional, searches all accounts) ## JSON Output The script returns JSON with these key fields: - `symbol`, `current_price` - Basic info - `long_strike`, `long_expiry`, `long_qty`, `long_cost` - LEAPS position - `short_positions` - List of short calls - `is_proper_pmcc`, `short_above_long` - PMCC health flags - `earnings_date`, `days_to_earnings` - Earnings timing - `put_analysis` - List of put scenarios with costs and P&L under gap up/flat/down - `unprotected_loss_10`, `unprotected_loss_15`, `unprotected_gain_10` - LEAPS risk without collar - `volatility` -...