# Send IBKR Trading to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text 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 ```text 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. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "ibkr-trader", "name": "IBKR Trading", "source": "tencent", "type": "skill", "category": "开发工具", "sourceUrl": "https://clawhub.ai/FlokieW/ibkr-trader", "canonicalUrl": "https://clawhub.ai/FlokieW/ibkr-trader", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/ibkr-trader", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=ibkr-trader", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "SKILL.md", "scripts/keepalive.py", "scripts/setup.sh", "scripts/trading_bot.py", "references/api-endpoints.md" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "slug": "ibkr-trader", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-05-04T06:51:59.811Z", "expiresAt": "2026-05-11T06:51:59.811Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=ibkr-trader", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=ibkr-trader", "contentDisposition": "attachment; filename=\"ibkr-trader-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null, "slug": "ibkr-trader" }, "scope": "item", "summary": "Item download looks usable.", "detail": "Yavira can redirect you to the upstream package for this item.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/ibkr-trader" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/ibkr-trader", "downloadUrl": "https://openagent3.xyz/downloads/ibkr-trader", "agentUrl": "https://openagent3.xyz/skills/ibkr-trader/agent", "manifestUrl": "https://openagent3.xyz/skills/ibkr-trader/agent.json", "briefUrl": "https://openagent3.xyz/skills/ibkr-trader/agent.md" } } ``` ## Documentation ### 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. ## Trust - Source: tencent - Verification: Indexed source record - Publisher: FlokieW - Version: 1.0.0 ## Source health - Status: healthy - Item download looks usable. - Yavira can redirect you to the upstream package for this item. - Health scope: item - Reason: direct_download_ok - Checked at: 2026-05-04T06:51:59.811Z - Expires at: 2026-05-11T06:51:59.811Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/ibkr-trader) - [Send to Agent page](https://openagent3.xyz/skills/ibkr-trader/agent) - [JSON manifest](https://openagent3.xyz/skills/ibkr-trader/agent.json) - [Markdown brief](https://openagent3.xyz/skills/ibkr-trader/agent.md) - [Download page](https://openagent3.xyz/downloads/ibkr-trader)