staskh

Generate tactical collar strategy reports for protecting PMCC positions through earnings or high-risk events. Requires TWS or IB Gateway running locally.

Consolidate IBRK trade CSV files from a directory into a summary report. Groups trades by symbol, underlying, date, strike, buy/sell, and open/close. Outputs both markdown and CSV.

Get upcoming earnings dates with timing (before/after market) and EPS estimates. Use when user asks about earnings dates, earnings calendar, when a company reports, or upcoming earnings.

Get fundamental financial data including financials, earnings, and key metrics. Use when user asks about financials, earnings, revenue, profit, balance sheet, income statement, or company fundamentals.

Calculate option Greeks (delta, gamma, theta, vega) and implied volatility for specific options. Use when user asks about Greeks, delta, gamma, theta, vega, IV, or option sensitivity analysis.

Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.

Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.

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.

Get option chain data from Interactive Brokers including calls and puts with strikes, bids, asks, volume, and implied volatility. Use when user asks about options using IBKR data, or needs real-time option quotes from their broker. Requires TWS or IB Gateway running locally.

Generate a comprehensive portfolio action report with earnings dates and risk assessment. Use when user asks for portfolio review, action items, earnings risk, or position management across IB accounts. Requires TWS or IB Gateway running locally.

Get portfolio positions from Interactive Brokers. Use when user asks about their portfolio, positions, holdings, or what stocks they own. Requires TWS or IB Gateway running locally.

Report delta-adjusted notional exposure across all IBKR accounts. Calculates option deltas using Black-Scholes and reports long/short exposure by account and underlying. Use when user asks about delta exposure, portfolio risk, or directional exposure.

Downside stop-loss management for PMCC, naked LEAPS, and stock positions in IB. Computes stop prices, detects alerts, and places conditional combo orders. Dry-run by default. Requires TWS or IB Gateway running locally.

Fetch trade executions from Interactive Brokers filtered by account, date range, or symbol. Supports live API (~7 days history) and FlexReport (full history). Use when user asks about their trades, executions, or transaction history. Requires TWS or IB Gateway running locally.

Get insider trading activity (SEC Form 4 filings) for one or more stocks. Use when user asks about insider buying/selling, executive transactions, insider sentiment, or Form 4 activity.

Output PDF path. Defaults to same directory and basename as the input file.

Get recent news and sentiment for a stock. Use when user asks about news, headlines, sentiment, what's happening with a stock, or recent developments.

Get option chain data including calls and puts with strikes, bids, asks, volume, open interest, and implied volatility. Use when user asks about options, option prices, calls, puts, or option chain for a specific expiration date.

Get historical price data (OHLCV) for a stock. Use when user asks about price history, historical data, past performance, price over time, or needs data for chart analysis.

Stock ticker symbol(s) - single or space-separated list (e.g., AAPL or "AAPL MSFT GOOGL")

Assess risk metrics for a stock or position including volatility, beta, VaR, and drawdown analysis. Use when user asks about risk, volatility, beta, VaR, value at risk, drawdown, or position sizing.

Scan stocks for bullish trends using technical indicators (SMA, RSI, MACD, ADX). Use when user asks to scan for bullish stocks, find trending stocks, or rank symbols by momentum.

Scan stocks for Poor Man's Covered Call (PMCC) suitability. Analyzes LEAPS and short call options for delta, liquidity, spread, IV, yield, trend direction, and earnings proximity. Use when user asks about PMCC candidates, diagonal spreads, or LEAPS strategies.

Analyze option spread strategies like vertical spreads, iron condors, straddles, strangles. Use when user asks about spreads, multi-leg strategies, vertical spread, iron condor, straddle, strangle, or strategy analysis.

Get real-time stock quote with price, volume, change, market cap, and 52-week range for any ticker symbol. Use when user asks about current stock price, quote, or basic stock info.

Compute technical indicators like RSI, MACD, Bollinger Bands, SMA, EMA for a stock. Use when user asks about technical analysis, indicators, RSI, MACD, moving averages, overbought/oversold, or chart analysis.

Detect institutional whale activity in options for a given underlying. Use when the user asks about unusual options activity, large block trades, whale trades, or institutional options flow for a specific symbol.