IBKR + Claude — 6 copy-paste prompts (portfolio X-ray, stock hunt, 1-yr outlook, daily brief, options manager, options spotter)

A developer created six copy-paste prompts for integrating Interactive Brokers (IBKR) with Claude AI, enabling portfolio X-ray dashboards, stock hunting with deep-dive analyst reports, one-year outlooks, daily briefs, and options management. The prompts leverage IBKR data to generate visual HTML reports with charts, risk flags, and actionable suggestions.

ibkr-claude-prompts.md https://gist.github.com/ahvin2020/5c4417a0cc327f8390adcac761e6452c file-ibkr-claude-prompts-md IBKR + Claude — Round 2: the 6 prompts copy-paste 1 — Portfolio X-ray dashboard visual + actionable Connect to my IBKR account and build me an actionable portfolio X-ray as a self-contained HTML dashboard I can open in my browser. GOLDEN RULE — be GRAPHICAL-FIRST: show every piece of information as a visual chart, gauge, heatmap, treemap, colored badge, progress bar, or sparkline wherever it's possible, with the numbers as labels inside the visual. Use plain text only for short titles and the improvement suggestions. If you catch yourself about to write a paragraph or a plain table, convert it into a chart instead. Use color consistently: green = good/up, red = risk/down. Pull my live positions, account value, cash/margin used, and YTD + 1-year performance, then render: - KPI tiles: net liquidation value, YTD + 1-year returns with up/down arrows and a sparkline , and a margin/leverage GAUGE - equity curve: line/area chart for the year - sector allocation: donut chart - top holdings: horizontal bar chart with % weight labels - winners & losers: one diverging bar chart green right / red left - LOOK-THROUGH exposure: a bar chart or treemap of my TRUE exposure to each major company — DIRECT holdings PLUS INDIRECT holdings inside my ETFs e.g. real NVDA / AAPL / MSFT once you look inside QQQ and SCHG . Use the ETFs' known top holdings and weights; label it as an estimate. - concentration: a treemap or heatmap so over-weight positions/sectors pop visually - risk flags: colored badges / traffic-light indicators single-stock, sector, look-through concentration, margin/leverage — NOT a paragraph The only text section: 3-5 actionable improvement suggestions, each as a compact card with a severity color and one line of reasoning. Where IBKR doesn't provide the data like exact ETF holdings , still visualize it with best estimates and mark it as estimated — don't drop it. Output as one self-contained HTML file. 2 — Find a new stock, then deep-dive it hunt → analyst report Help me find a new stock to buy that I don't already own, then deep-dive it like an analyst. First, HUNT — but before digging in, ask me how I want to hunt: a pick from a few investment themes you propose, b I give you a specific style or sector, or c if I'm not sure, just default to quality businesses that have recently sold off and look undervalued. Wait for my pick unless I've already told you . Then, using my choice, look through IBKR's investment themes plus a couple of names that are beaten down or unusually in the news right now. Verify they're real tickers, skip anything I already hold, and give me a quick ranked shortlist of ~10 with a one-line reason each. Then DEEP-DIVE your top 3 picks — give me a full equity research report for each, every claim evidence-based, clearly separating facts from inference from speculation: 1. Business model — how it makes money, revenue segments, is it sustainable 2. Financial health — operating cash flow, free cash flow, debt 3. Valuation — multiples vs peers P/E, EV/Revenue, P/B AND a rough DCF / intrinsic-value estimate show the key assumptions and give a fair-value RANGE, not one magic number ; is it cheap or expensive vs its growth? 4. Macro & competitive — rates, regulation, competitors; the biggest threat 5. Catalysts — both the obvious ones and the hidden/underappreciated ones 6. Risks — regulatory, concentration, competitive, execution, valuation 7. Investment thesis — strongest bull AND bear case, then: is it asymmetric risk/reward at today's price, and what are the key metrics to watch? Give me everything as a visual HTML report I can open in my browser. Cite your sources and don't make up tickers or numbers. 3 — Where's my stock headed next year? macro + fundamentals + technicals + catalysts Connect to my IBKR account. For each of my main holdings or a stock I name , give me a grounded view of where it might go over the next year — combining macro, fundamentals, technicals, and upcoming catalysts. I know it's not a prediction; I want a reasoned range, not a guess. Handle ETFs differently from individual stocks: for an ETF like QQQ or SCHG , base the outlook on the index it tracks — the macro/rate backdrop, the index's overall valuation and earnings growth, and how concentrated it is — not company-level fundamentals. For each holding: - Technicals — where it's trading vs its 52-week range, the trend, and momentum. - Fundamentals — growth, valuation, and whether the business is improving or deteriorating. - Macro — the rate / sector / demand backdrop that helps or hurts it. - Upcoming catalysts — earnings dates, product launches, or events in the next 12 months that could move it. - Then give me bull / base / bear scenarios with rough 1-year price targets and the reasoning for each, plus a realistic range using its historical volatility as a sanity check. Show it as a visual HTML report — a fan chart or bull/base/bear bands per stock, with the catalysts marked on a timeline. Be clear what's fact vs your judgment, cite sources for fundamentals and catalysts, and don't fabricate any numbers or earnings dates. 4 — Daily portfolio brief + buy-alerts scheduled Every day, build me a portfolio brief and email it to me as a nicely formatted, visual HTML email use my Resend API key . Connect to my IBKR account and cover: 1. Snapshot — total portfolio value and the day's change color-coded green/red , plus my biggest movers with one line on what drove each. 2. News & events — overnight or market news affecting my holdings, and a macro/catalyst watch rate decisions, big economic data, sector events that could move my positions. 3. Upcoming earnings — any of my holdings reporting soon, with the date and the expected move. 4. Buy alerts — flag any current holding that looks like a good buy to add now within ~10% of its 52-week low, OR down 20%+ from its high, OR an elevated implied-volatility percentile / fear ; give the price, the trigger, and one line. 5. Act today — a short list of anything I should actually do. Make it scannable and visual: color for up/down, simple bar/sparkline cues where they help, clear sections. Email can't run interactive charts, so keep visuals as styled HTML and static cues. Also generate the full interactive HTML portfolio dashboard my visual X-ray and ATTACH it to the email — so the body is the quick daily read and the attachment is the full visual I can open in my browser. If a section has nothing notable, say so in one line. Cite sources for news and earnings dates, and don't fabricate them. 5 — Options position manager roll · close at 50% · assignment watch Connect to my IBKR account and act as my options position manager — I sell premium covered calls and cash-secured puts , so go through every open option I have and tell me what to actually do with each one today. For each open option, first lay out the facts: - Days to expiry, the strike, and whether it's a covered call or a cash-secured put flag any call that isn't covered by shares, or any put I don't have the cash for . - Where the stock is now vs my strike and my breakeven — in the money or out, and by how much. - Approximate assignment risk: the connector gives implied volatility but NOT the Greeks, so compute the delta yourself Black-Scholes from IV, spot, strike, DTE and read it as a rough assignment probability. If option midpoint iv looks invalid, fall back to implied vol, and say when the data is thin. - Profit so far as a % of the premium I sold it for, and the current P/L. Then — and this is the part that should drive the decision, not just the delta and a 50% rule — read what's actually happening with the underlying between now and expiry: - Technicals: the trend, and where the stock is sitting versus the support/resistance that matters for my strike. Is it about to break through my strike, or stalling short of it? - Catalysts before expiry: ANY earnings date inside the life of the option is the big one — assignment risk and IV both jump around earnings — plus product launches or events. And the macro backdrop a Fed decision, CPI, a sector event that could move it before it expires. - The stock itself: is my original reason still intact — for a put, would I still be happy to own it at the strike; for a call, do I actually want to keep the shares or am I fine letting them go? Now give me the call for each one, justified by that read not just the mechanics in a line or two: - HOLD — thesis and technicals are fine and there's still premium to collect; let it ride. - CLOSE — I've captured most of the premium e.g. ~50%+ and the risk/reward of holding the rest is poor, OR a catalyst before expiry isn't worth sitting through; take it off. - ROLL — under pressure or near expiry and I want to stay in: suggest a specific roll out in time, and down/up in strike, around the support/resistance level with the target strike, expiry, and the rough net credit/debit — and roll PAST the next earnings date, not into it. - ASSIGNMENT RISK — deep in the money or about to be assigned: spell out what assignment would mean shares called away, or stock put to me at the strike , and whether — given the technicals and the catalyst calendar — I should let it happen or defend it. Build it as a self-contained, GRAPHICAL-FIRST HTML report I can open in my browser — show every position as its own card, sorted most-urgent first nearest expiry + highest assignment risk at the top . On each card: a DTE countdown, an assignment-risk GAUGE the delta, green→red , a moneyness bar spot vs strike vs breakeven , a premium-captured progress bar green , a one-line technical read, a CATALYST flag if anything lands before expiry e.g. a red "⚠ earnings in 5 days" badge , and a big colored ACTION badge hold = green, close = blue, roll = amber, assignment risk = red . Up top, KPI tiles: number of open positions, how many need action now, how many have a catalyst before expiry, total premium still at risk, and premium captured so far. End with a "what I'd do today" list, ordered by urgency. Be clear which numbers are live from IBKR price, IV, strikes, P/L, the technicals vs computed the delta / assignment odds vs from the web earnings dates, macro events vs your own judgment the hold/close/roll call . Cite sources for earnings dates and news, don't fabricate any dates, flag any missing or unreliable option data instead of guessing, and treat this as analysis, not advice. 6 — Options opportunity spotter is now a good time to sell a CC / CSP? Connect to my IBKR account and help me spot good options-selling opportunities — covered calls and cash-secured puts — judged on whether NOW is actually a good time to sell premium technicals, implied volatility, and the macro backdrop , not just a list of strikes. First, before you run anything, ask me up front if there are any specific tickers I'm eyeing — and let me skip if I don't have any. Then run two sweeps end to end without stopping to ask again: 1. My whole portfolio — for each holding where I own at least 100 shares, check if it's a good moment to sell a COVERED CALL e.g. stock near resistance / overbought / rich IV . And for names I hold or have cash to add to, whether it's a good moment to sell a CASH-SECURED PUT e.g. stock near support / pulled back / elevated IV . Surface only the setups that genuinely look good right now — don't force trades. 2. Any tickers I named up front — judge whether now's a good time to sell a CSP or CC on each. For every opportunity, give me: WHY now is a good time the technical + IV + macro read in a line or two , then the trade — strike, expiry, premium, IV, delta, and annualized yield. Target ~0.20-0.30 delta and 30-45 days to expiry, skip expiries that span an earnings date, and only liquid contracts tight bid/ask, decent open interest . For puts, check I have the buying power. Build it as a self-contained, GRAPHICAL-FIRST HTML report color-coded opportunity cards, IV-percentile and annualized-yield bars, a quick technical read per name . The connector gives IV but not the Greeks, so compute delta yourself. Be clear which numbers are live from IBKR price, IV, technicals vs your own read the macro view and any earnings dates — cite sources for those, and don't fabricate earnings dates. Flag any missing or unreliable option data, and treat this as analysis, not advice.