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
uvis not installed orpyproject.tomlis not found, replaceuv run pythonwithpythonin all commands below.
uv run python scripts/report.py [--port PORT] [--account ACCOUNT]
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