How do I install the Ibkr Portfolio Snapshot Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/ibkr-portfolio-snapshot/SKILL.md and restart Claude Code. Both flows are detailed at https://claudskills.com/install/.

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

ClaudSkills / General / finance-personal

Ibkr Portfolio Snapshot

Category: General · Sub-category: finance-personal · Last updated: 2026-05-21

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.

From the source SKILL.md

Use this skill at the start of any trading session or before evaluating a proposed order. It fetches the canonical read-only view of account health without touching execution.

What this skill does

Ibkr Portfolio Snapshot is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/ibkr-portfolio-snapshot/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when starting a trading session, before evaluating any order, or when the user asks about account exposure.

Who uses this skill

The Ibkr Portfolio Snapshot Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/ibkr-portfolio-snapshot
curl -L https://claudskills.com/skills/ibkr-portfolio-snapshot/SKILL.md \
  -o ~/.claude/skills/ibkr-portfolio-snapshot/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/ibkr-portfolio-snapshot/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/ibkr-portfolio-snapshot/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\ibkr-portfolio-snapshot\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

See pricing → Download desktop app

Attribution & license

Source: https://github.com/MrRolie/mm-ibkr-mcp/blob/HEAD/.opencode/skills/ibkr-portfolio-snapshot/SKILL.md
Author: MrRolie

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Part of ClaudSkills — the open registry for Claude Skills & Claude Code Skills. · What's New · Install guide · About · llms.txt

Part of Acreator Store — Adam Lankamer's AI tools: PerfectStudio · Ucaption · UTagger · AutoXPoster · TestYourSkills · AutomationFlows · Au Naturel

Ibkr Portfolio Snapshot

From the source SKILL.md

What this skill does

Who uses this skill

How to install

Manual install (2 steps)

One-click install via the desktop app

Attribution & license

More General skills

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