ibkr-trading

# 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

## Quick Setup

### 1. Install Dependencies

```bash
# 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

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

### 3. Configure Credentials

Create `~/trading/.env`:
```bash
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"
```

## Authentication

### Start Gateway + Authenticate

```bash
# 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

```bash
curl -sk https://localhost:5000/v1/api/iserver/auth/status
```

Authenticated response includes `"authenticated": true`.

## API Usage

### Account Info

```bash
# List accounts
curl -sk https://localhost:5000/v1/api/portfolio/ac...