Evaluate a proposed single-leg order through full pre-trade validation. Use when the user requests to buy or sell a specific instrument and you need to assess portfolio impact, concentration, and profile compliance before any approval or execution. Call ibkr-place-order after this skill to execute an approved order.
EnglishCollect current account balances, positions, and portfolio risk in one call. Use when starting a trading session, before evaluating any order, or when the user asks about account exposure.
English
AGENT SKILLS ATLASIncludes Ibkr Evaluate Order and Ibkr Portfolio Snapshot.
Claude Code
Codex
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GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
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What’s included
Ibkr Evaluate Order
Evaluate a proposed single-leg order through full pre-trade validation. Use when the user requests to buy or sell a specific instrument and you need to assess portfolio impact, concentration, and profile compliance before any approval or execution. Call ibkr-place-order after this skill to execute an approved order.
Ibkr Portfolio Snapshot
Collect current account balances, positions, and portfolio risk in one call. Use when starting a trading session, before evaluating any order, or when the user asks about account exposure.
Quick start
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Try it with your agent
After installation, start with a request like:
Use the Ibkr Evaluate Order skill to help with my task.
Ask me for the context you need before getting started.Requirements & license
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- Reported license for the skills shown: MIT. The author’s terms apply.