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IBKR Trading

Interactive Brokers (IBKR) trading automation via Client Portal API. Use when setting up IBKR account access, authenticating sessions, checking portfolio/positions, or building trading bots. Handles IBeam automated login with IBKR Key 2FA.

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Interactive Brokers (IBKR) trading automation via Client Portal API. Use when setting up IBKR account access, authenticating sessions, checking portfolio/positions, or building trading bots. Handles IBeam automated login with IBKR Key 2FA.

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Install for OpenClaw

Quick setup
  1. Download the package from Yavira.
  2. Extract the archive and review SKILL.md first.
  3. Import or place the package into your OpenClaw setup.

Requirements

Target platform
OpenClaw
Install method
Manual import
Extraction
Extract archive
Prerequisites
OpenClaw
Primary doc
SKILL.md

Package facts

Download mode
Yavira redirect
Package format
ZIP package
Source platform
Tencent SkillHub
What's included
SKILL.md, scripts/keepalive.py, scripts/setup.sh, scripts/trading_bot.py, references/api-endpoints.md

Validation

  • Use the Yavira download entry.
  • Review SKILL.md after the package is downloaded.
  • Confirm the extracted package contains the expected setup assets.

Install with your agent

Agent handoff

Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.

  1. Download the package from Yavira.
  2. Extract it into a folder your agent can access.
  3. Paste one of the prompts below and point your agent at the extracted folder.
New install

I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete.

Upgrade existing

I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run.

Trust & source

Release facts

Source
Tencent SkillHub
Verification
Indexed source record
Version
1.0.0

Documentation

ClawHub primary doc Primary doc: SKILL.md 16 sections Open source page

IBKR Trading Skill

Automate trading with Interactive Brokers using the Client Portal Gateway API.

Overview

This skill enables: Automated IBKR authentication via IBeam + IBKR Key Portfolio and position monitoring Order placement and management Building custom trading strategies

Prerequisites

IBKR account (live or paper) IBKR Key app installed on phone (for 2FA) Linux server with Java 11+ and Chrome/Chromium

1. Install Dependencies

# Java (for Client Portal Gateway) sudo apt-get install -y openjdk-17-jre-headless # Chrome + ChromeDriver (for IBeam) sudo apt-get install -y chromium-browser chromium-chromedriver # Virtual display (headless auth) sudo apt-get install -y xvfb # Python venv python3 -m venv ~/trading/venv source ~/trading/venv/bin/activate pip install ibeam requests

2. Download Client Portal Gateway

cd ~/trading wget https://download2.interactivebrokers.com/portal/clientportal.gw.zip unzip clientportal.gw.zip -d clientportal

3. Configure Credentials

Create ~/trading/.env: IBEAM_ACCOUNT=your_username IBEAM_PASSWORD='your_password' IBEAM_GATEWAY_DIR=/path/to/trading/clientportal IBEAM_CHROME_DRIVER_PATH=/usr/bin/chromedriver IBEAM_TWO_FA_SELECT_TARGET="IB Key"

Start Gateway + Authenticate

# 1. Start Client Portal Gateway cd ~/trading/clientportal && bash bin/run.sh root/conf.yaml & # 2. Wait for startup (~20 sec) sleep 20 # 3. Run IBeam authentication cd ~/trading source venv/bin/activate source .env export DISPLAY=:99 Xvfb :99 -screen 0 1024x768x24 & python -m ibeam --authenticate Important: User must approve IBKR Key notification on phone within ~2 minutes!

Check Auth Status

curl -sk https://localhost:5000/v1/api/iserver/auth/status Authenticated response includes "authenticated": true.

Account Info

# List accounts curl -sk https://localhost:5000/v1/api/portfolio/accounts # Account summary curl -sk "https://localhost:5000/v1/api/portfolio/{accountId}/summary"

Positions

# Current positions curl -sk "https://localhost:5000/v1/api/portfolio/{accountId}/positions/0"

Market Data

# Search for symbol curl -sk "https://localhost:5000/v1/api/iserver/secdef/search?symbol=AAPL" # Get quote (after searching) curl -sk "https://localhost:5000/v1/api/iserver/marketdata/snapshot?conids=265598&fields=31,84,86"

Place Orders

curl -sk -X POST "https://localhost:5000/v1/api/iserver/account/{accountId}/orders" \ -H "Content-Type: application/json" \ -d '{ "orders": [{ "conid": 265598, "orderType": "MKT", "side": "BUY", "quantity": 1, "tif": "DAY" }] }'

Session Management

Sessions expire after ~24 hours. Options: Keepalive cron - Ping /v1/api/tickle every 5 min Auto re-auth - Run IBeam when session expires (requires phone approval)

Keepalive Script

import requests import urllib3 urllib3.disable_warnings() def keepalive(): try: r = requests.post("https://localhost:5000/v1/api/tickle", verify=False, timeout=10) status = requests.get("https://localhost:5000/v1/api/iserver/auth/status", verify=False, timeout=10) return status.json().get("authenticated", False) except: return False

Troubleshooting

IssueSolutionGateway not respondingCheck if Java process is running: ps aux | grep GatewayStartLogin timeoutUser didn't approve IBKR Key in time - retry authConnection refusedGateway not started - run bin/run.sh root/conf.yamlChrome errorsEnsure Xvfb is running: Xvfb :99 & and export DISPLAY=:99

Files Reference

See references/api-endpoints.md for complete API documentation. See scripts/ for ready-to-use automation scripts.

Category context

Code helpers, APIs, CLIs, browser automation, testing, and developer operations.

Source: Tencent SkillHub

Largest current source with strong distribution and engagement signals.

Package contents

Included in package
3 Scripts2 Docs
  • SKILL.md Primary doc
  • references/api-endpoints.md Docs
  • scripts/keepalive.py Scripts
  • scripts/setup.sh Scripts
  • scripts/trading_bot.py Scripts