ib-pmcc-advisor

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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.

AI & Automation 229 stars 56 forks Updated today MIT

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Skill Content

# IB PMCC Advisor Analyzes all PMCC (diagonal call spread) positions in the IB portfolio and provides actionable advice on the short leg: assignment risk, P&L projections per day, and ranked roll recommendations. ## Prerequisites TWS or IB Gateway running locally with API enabled: - Live trading: port 7496 - Paper trading: port 7497 ## Instructions ### Step 1: Run the report script ```bash uv run python .claude/skills/ib-pmcc-advisor/scripts/pmcc_advisor.py [--port PORT] [--account ACCOUNT] [--min-roll-dte N] [--price-mode mid|last] ``` The script returns JSON to stdout. Capture it and format the report. ### Step 2: Format and save the report Read `.claude/skills/ib-pmcc-advisor/templates/markdown-template.md` for full formatting instructions. Generate a markdown report from the JSON and save to `sandbox/`: - Filename: `pmcc_advisor_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md` - Use first account ID. Derive date/time from `generated_at`. The report must include all sections per spread: 1. **Red flags summary** — assignment > 40%, DTE < 7, no rolls, earnings warnings 2. **Spread structure table** — both legs: strike, expiry, DTE, cost, current price, IV 3. **Short leg risk** — delta (BS + IB), assignment probability with risk label 4. **Daily P&L projections** — all rows: date, days to expiry, best exit spot, max P&L (mark the peak row) 5. **Roll candidates table** — strike, expiry, DTE, delta, assign%, IV, net credit, $/day, P&L if assigned, bid/ask 6. **Comparison table** — ...

Details

Author
staskh
Repository
staskh/trading_skills
Created
3 months ago
Last Updated
today
Language
Python
License
MIT

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