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Ib Create Consolidated Report

Checked
staskh·vlatest·data·MIT

Generates a comprehensive report consolidating data from multiple sources based on user-defined criteria and formatting.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add staskh/trading_skills --skill ib-create-consolidated-report -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

staskh

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned staskh/trading_skills at b71a74fe32.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
b71a74fe32
Manifest
.claude/skills/ib-create-consolidated-report/SKILL.md
Scanned
2 files, 422 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

What it does

This skill allows an AI agent to create consolidated reports from Interactive Brokers (IB) data. It can pull and combine information from multiple sources within the IB platform, such as account statements, trade confirmations, and market data snapshots. The resulting report provides a comprehensive overview of trading activity and portfolio performance.

When to use it

  • Portfolio Review: Generate a consolidated view of holdings and performance across multiple IB accounts for client presentations or personal analysis.
  • Tax Reporting: Compile necessary transaction details from various IB sources to simplify tax preparation processes.
  • Performance Analysis: Create reports comparing trading results over specific time periods, incorporating both account statements and market data.
  • Audit Trail Creation: Produce a detailed record of all trades and account activity for compliance or internal audit purposes.

Key capabilities

  • Data aggregation from multiple IB sources
  • Report generation in a consolidated format
  • Support for various report types (account statements, trade confirmations, market data)
  • Customizable reporting parameters (date ranges, accounts included)

Example prompts

  • "Create a consolidated report of all trading activity across my IB accounts for the last quarter."
  • "Generate an account statement report combining data from accounts XXXX and YYYY."
  • "Produce a performance analysis report comparing my portfolio's returns to the S&P 500 over the past year, using IB data."

Tips & gotchas

  • Requires proper API credentials configured within Interactive Brokers.
  • The skill’s output format and level of detail may be limited by the available data from IB.