Interactive Brokers (IBKR) trading automation via Client Portal API. Use when setting up IBKR account access, authenticating sessions, checking portfolio/positions, or building trading bots. Handles I
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Automate trading with Interactive Brokers using the Client Portal Gateway API.
This skill enables:
# Java (for Client Portal Gateway) sudo apt-get install -y openjdk-17-jre-headlessChrome + 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
cd ~/trading wget https://download2.interactivebrokers.com/portal/clientportal.gw.zip unzip clientportal.gw.zip -d clientportal
Create
~/trading/.envIBEAM_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"
# 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!
curl -sk https://localhost:5000/v1/api/iserver/auth/status
Authenticated response includes
"authenticated": true# List accounts curl -sk https://localhost:5000/v1/api/portfolio/accountsAccount summary
curl -sk "https://localhost:5000/v1/api/portfolio/{accountId}/summary"
# Current positions curl -sk "https://localhost:5000/v1/api/portfolio/{accountId}/positions/0"
# 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"
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" }] }'
Sessions expire after ~24 hours. Options:
/v1/api/tickleimport 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
| Issue | Solution |
|---|---|
| Gateway not responding | Check if Java process is running: |
| Login timeout | User didn't approve IBKR Key in time - retry auth |
| Connection refused | Gateway not started - run |
| Chrome errors | Ensure Xvfb is running: |
See
references/api-endpoints.mdscripts/No automatic installation available. Please visit the source repository for installation instructions.
View Installation Instructions
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