// SCAN REPORT

Trading Skills

35 tools. 3 can modify or destroy data without limits.

3 write tools that can modify data. Rate limits recommended.

Last updated:

3 can modify or destroy data
32 read-only
35 tools total

Community server · catalogue entry verified 11/06/2026

How to control Trading Skills ↓

TOOL MAP

Read (32) Write / Execute (3) Destructive / Financial (0)

MOST DANGEROUS TOOLS

High Risk
Execute · High ib_stop_loss While this tool involves financial operations (stop-loss orders), its primary function is to execute trading commands that modify account positions and orders in real-time. Execute · High ib_trailing_stop This tool executes trades/orders on Interactive Brokers accounts, modifying portfolio state through real-money trading infrastructure. Execute · High ib_find_short_roll This tool queries real-time data from Interactive Brokers and auto-detects positions from an active brokerage account.

3 of Trading Skills's 35 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

HOW TO CONTROL TRADING SKILLS

PolicyLayer is an MCP gateway — it sits between your AI agents and Trading Skills, and nothing reaches the server without passing your rules. These are the rules we recommend:

Cap read operations
{
  "ib_trades_history": {
    "limits": [
      {
        "counter": "ib_trades_history_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Trading Skills — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON TRADING SKILLS →

Free to start. No card required.

ALL 35 TRADING SKILLS TOOLS

EXECUTE 3 tools
Execute ib_stop_loss Analyze and manage downside stop-loss orders for PMCC, naked LEAPS, and stock positions. Default mode is Execute ib_trailing_stop Manage IB native TRAIL orders for stocks and naked LEAPS positions. Default mode is dry-run — no orders a Execute ib_find_short_roll Find roll, spread, or covered call/put candidates using real-time IB data. Auto-detects mode based on exi
READ 32 tools
Read ib_trades_history Fetch trade executions from Interactive Brokers. Returns individual trade executions with fills, commissi Read earnings_calendar Get upcoming earnings dates with timing (BMO/AMC) and EPS estimates. Args: symbols: Single symbol Read fundamentals Get fundamental financial data including metrics, financials, and earnings. Args: symbol: Ticker Read get_version Return the current version of the trading-skills package. Read ib_account Get account summary from Interactive Brokers. Returns cash balance, buying power, net liquidation value, Read ib_collar Generate tactical collar strategy report for protecting PMCC positions. Analyzes existing long call (PMCC Read ib_delta_exposure Calculate delta-adjusted notional exposure across all IBKR accounts. Computes option deltas using Black-S Read ib_option_chain Get option chain data from Interactive Brokers with real-time quotes. Returns calls and puts with strikes Read ib_option_expiries List available option expiration dates from Interactive Brokers. Requires TWS or IB Gateway running local Read ib_pmcc_advisor Analyze PMCC (diagonal call spread) positions and recommend roll actions. For each spread: reports assign Read ib_portfolio Get portfolio positions from Interactive Brokers. Returns all positions including stocks and options with Read ib_portfolio_action_report Analyze portfolio positions with earnings dates and risk assessment. Fetches positions, groups into sprea Read insider_trading Get insider trading activity (SEC Form 4) for one or more stocks. Returns transactions with insider name, Read news_sentiment Get recent news headlines for a stock. Args: symbol: Ticker symbol limit: Number of artic Read option_chain Get option chain data (calls and puts) for a specific expiration. Args: symbol: Ticker symbol Read option_expiries List available option expiration dates for a symbol. Args: symbol: Ticker symbol Read option_greeks Calculate option Greeks (delta, gamma, theta, vega) using Black-Scholes. Computes implied volatility from Read piotroski_score Calculate Piotroski F-Score (0-9) evaluating financial strength. Scores 9 fundamental criteria including Read price_correlation Compute price correlation matrix between multiple symbols. Useful for portfolio diversification analysis. Read price_history Get historical OHLCV price data. Args: symbol: Ticker symbol period: Time period (1d, 5d, Read report_stock Generate comprehensive stock analysis data with trend, PMCC, and fundamental analysis. Returns detailed d Read risk_assessment Assess risk metrics including volatility, beta, VaR, and drawdown. Args: symbol: Ticker symbol Read scan_bullish Scan symbols for bullish trends using SMA, RSI, MACD, ADX. Returns top N symbols ranked by composite bull Read scan_pmcc Scan symbols for Poor Man's Covered Call suitability. Analyzes LEAPS and short call options for delta, li Read spread_diagonal Analyze diagonal spread (different expiries and strikes). Includes Poor Man's Covered Call/Put analysis. Read spread_iron_condor Analyze iron condor (sell strangle + buy protective wings). Args: symbol: Ticker symbol e Read spread_straddle Analyze long straddle (buy call + put at same strike). Args: symbol: Ticker symbol expiry Read spread_strangle Analyze long strangle (buy OTM call + OTM put). Args: symbol: Ticker symbol expiry: Expir Read spread_vertical Analyze vertical spread (bull/bear call/put spread). Args: symbol: Ticker symbol expiry: Read stock_quote Get real-time stock quote with price, volume, change, and key metrics. Args: symbol: Ticker symbo Read technical_indicators Compute technical indicators for a stock. Args: symbol: Ticker symbol or comma-separated list Read whale_hunting Detect institutional whale option activity for a given underlying. Uses a two-step approach: 1. Crude

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FAQ

Is the Trading Skills MCP server safe to use without restrictions? +

The Trading Skills server is primarily read-only with 32 read tools. While it cannot modify data, an agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up costs. Rate limiting is still recommended.

How many tools does the Trading Skills MCP server expose? +

35 tools across 2 categories: Execute, Read. 32 are read-only. 3 can modify, create, or delete data.

How do I enforce a policy on Trading Skills? +

Register the Trading Skills MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Trading Skills tool call.

Deterministic rules across all 35 Trading Skills tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

ENFORCE POLICY ON TRADING SKILLS →

Free to start. No card required.

35 Trading Skills tools catalogued and risk-classified — across an index of 42,500+ MCP servers.

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