ib-portfolio-action-report

# IB Portfolio Action Report Generate a comprehensive portfolio action report that analyzes all positions across Interactive Brokers accounts, fetches earnings dates, and provides traffic-light risk indicators (🔴🟡🟢) for each position. ## 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 > **Note:** If `uv` is not installed or `pyproject.toml` is not found, replace `uv run python` with `python` in all commands below. ```bash uv run python scripts/report.py [--port PORT] [--account ACCOUNT] ``` The script returns JSON to stdout with analyzed portfolio data including risk levels, earnings dates, technical indicators, and spread groupings. ### Step 2: Format Report Read `templates/markdown-template.md` for formatting instructions. Generate a markdown report from the JSON data and save to `sandbox/`. **Filename**: `ib_portfolio_action_report_{ACCOUNT}_{YYYY-MM-DD}_{HHmm}.md` ### Step 3: Report Results Present critical findings to the user: red/yellow items requiring attention, top priority actions, and the saved report path. ## Arguments - `--port` - IB port (default: 7496 for live trading) - `--account` - Specific account ID to analyze (optional, defaults to all accounts) ## JSON Output The script returns structured JSON with: - `generated_at` - NY timestamp (e.g. `"2026-04-29 19:35 ET"`) - `data_delay` - Data freshness (`"real-time"`) - ...