IB Create Consolidated Report

Reads all CSV files from a given directory (excluding subdirectories), consolidates trade data by key fields, and generates both markdown and CSV reports.

Instructions

uv run python scripts/consolidate.py <directory> [--port PORT] [--output-dir OUTPUT_DIR]

Arguments

• directory - Path to directory containing IBRK trade CSV files
• --port - IB port to fetch unrealized P&L (7497=paper, 7496=live). If not specified, auto-probes both ports (tries 7496 first, then 7497).
• --output-dir - Output directory for reports (default: sandbox/)

Consolidation Logic