Ib Find Short Roll

Community

staskh

ib-find-short-roll

Find roll options for existing short positions OR find best covered call/put to open against long stock. Use when user asks about rolling shorts, finding roll candidates, writing covered calls, or managing option positions. Requires TWS or IB Gateway running locally.

Overview

Publisher	staskh
Repository	`trading_skills`
Skill name	`ib-find-short-roll`
Stars	386
Forks	86
Bundled files	2
License	MIT
Links	Skill source Repository

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
2 bundled files
Scripts, templates, and references the model can read while it works. Files are read-only and never executed.
Open source
Published by staskh on GitHub. Read the source before you install it.

Installation

Install the Ib Find Short Roll AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-find-short-roll
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/staskh/trading_skills.git /tmp/trading_skills
mkdir -p .claude/skills
cp -r /tmp/trading_skills/.claude/skills/ib-find-short-roll .claude/skills/ib-find-short-roll

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Ib Find Short Roll in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Ib Find Short Roll on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Ib Find Short Roll is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

IB Find Short Roll

Analyze roll options for short positions or find best short options to open against long stock using real-time data from Interactive Brokers.

IB Connection

TWS or IB Gateway must be running locally with API enabled:

Paper trading — port 7497
Live trading — port 7496
IB_PORT env var — default port when --port is omitted (e.g. IB_PORT=4001 for a Gateway container). Precedence: --port flag > IB_PORT > built-in default. Set it in the shell or a .env file.

Port fallback: If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.

Instructions

Step 1: Gather Data

Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

bash
uv run python scripts/roll.py SYMBOL [--strike STRIKE] [--expiry YYYYMMDD] [--right C|P] [--port PORT] [--account ACCOUNT] [--iv-multiplier N]

The script returns JSON to stdout with all position and candidate data.

Step 2: Format Report

Read templates/markdown-template.md for formatting instructions. Generate a markdown report from the JSON data and save to sandbox/.

Step 3: Report Results

Present key findings to the user: recommended position, credit/debit, and the saved report path.

Behavior

If short option position exists (mode: "roll"): Analyzes roll candidates to different expirations/strikes
If long option position exists (mode: "spread"): Finds best short call/put to create a vertical spread
If long stock exists (mode: "new_short"): Finds best covered call (or protective put) to open
If none of the above: Returns error (use --strike/--expiry to specify manually)

Arguments

SYMBOL - Ticker symbol (e.g., GOOG, AAPL, TSLA)
--strike - Current short strike price (optional, auto-detects from portfolio)
--expiry - Current short expiration in YYYYMMDD format (optional, auto-detects)
--right - Option type: C for call, P for put (default: C)
--port - IB port (default: 7497 for paper trading)
--account - Specific account ID (optional)
--iv-multiplier - Expected-move multiplier for strike band width (default: 2.0); increase for high-IV names to surface wider roll candidates

JSON Output

The script outputs JSON with mode field indicating the analysis type:

Common Fields

success - Boolean
generated - Timestamp
mode - "roll", "spread", or "new_short"
symbol - Ticker
underlying_price - Current stock price
earnings_date - Next earnings date or null
expirations_analyzed - List of expiry dates checked

Mode-specific Fields

roll: current_position (includes iv and delta from IB greeks), buy_to_close, roll_candidates (dict of expiry -> candidates), iv_multiplier
spread: long_option, right, candidates_by_expiry
new_short: long_position, right, candidates_by_expiry, iv_multiplier

Strike Band Logic (roll and new_short modes)

The strike search window is IV-aware: half_band = iv_multiplier × ATM_IV × spot × √(T/365) where T is the DTE of the nearest roll expiry. For roll mode, ATM IV comes from IB model greeks on the current position's quote; if unavailable, it is estimated from the option mid-price using the Brenner-Subrahmanyam approximation. For new_short mode, a conservative default IV of 30% is used. This makes the band automatically wider for high-IV underlyings without requiring a manual override.

Example Usage

bash
# Auto-detect GOOG position (short option, long option, or long stock)
uv run python scripts/roll.py GOOG --port 7497

# Specify exact short position to roll
uv run python scripts/roll.py GOOG --strike 350 --expiry 20260206 --right C

# Find short call to sell against long call (vertical spread)
uv run python scripts/roll.py AUR --right C

# Find covered put for long stock
uv run python scripts/roll.py TSLA --right P

Dependencies

ib-async
yfinance

Timezone

All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

scripts/roll.py2 KB
templates/markdown-template.md4 KB

Frequently asked questions

What does the Ib Find Short Roll AI skill do?

Why use Ib Find Short Roll on TypingMind?

Because you install it once and use it with any model. Ib Find Short Roll is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Ib Find Short Roll in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/staskh/trading_skills/tree/main/.claude/skills/ib-find-short-roll. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Ib Find Short Roll?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Ib Find Short Roll?

As many as you like. As long as a model supports skills, you can use Ib Find Short Roll with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Ib Find Short Roll AI skill free?

Yes. It is published on GitHub by staskh under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Ramp

paperclipai

OrganizationPopular

Fetch and follow Ramp's published agent playbooks inside Paperclip, with mandatory approval gates for spend, incorporation, cards, account setup, and other financial actions.

Agent Agentic Payments

ruvnet

CommunityPopular

Agent skill for agentic-payments - invoke with $agent-agentic-payments

Agent Payments

Agent skill for payments - invoke with $agent-payments

Canopy Part Title

Leaves sweep through the frame and part to reveal the headline. HyperFrames block, 1920×1080, 12s, 11 variables.

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

IB Find Short Roll

IB Connection

Instructions

Step 1: Gather Data

Step 2: Format Report

Step 3: Report Results

Behavior

Arguments

JSON Output

Common Fields

Mode-specific Fields

Strike Band Logic (roll and new_short modes)

Example Usage

Dependencies

Timezone

Bundled files

Frequently asked questions

Related AI Skills

Set up your own AI workspace now