IB Account

Fetch account summary from Interactive Brokers.

Prerequisites

User must have TWS or IB Gateway running locally with API enabled:

• Paper trading: port 7497
• Live trading: port 7496

Instructions

Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

uv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

• --port - IB port (default: 7496 for live trading)
• --account - Specific account ID to fetch
• --all-accounts - Fetch summaries for all managed accounts

Default behavior (no flags): fetches the first managed account only. Always use --all-accounts unless the user asks for a specific account.

Output

Returns JSON with:

• connected - Whether connection succeeded
• accounts - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.

If not connected, explain that TWS/Gateway needs to be running.

Dependencies

• ib-async

Timezone

All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.