Ib Create Consolidated Report
Generates a comprehensive report consolidating data from multiple sources based on user-defined criteria and formatting.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add ib-create-consolidated-report npx -- -y @trustedskills/ib-create-consolidated-report
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"ib-create-consolidated-report": {
"command": "npx",
"args": [
"-y",
"@trustedskills/ib-create-consolidated-report"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
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.
Tags
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.