Return server status: backend (mock/ib), connection, whether trading is enabled, the account id, and the active risk limits. Call this first to understand what the account can and cannot do.

Return account net liquidation, cash, buying power and P&L.

Return all open positions with quantity, average cost, market price, market value and unrealized P&L.

Return a current bid/ask/last/mid snapshot for a stock symbol (e.g. AAPL).

Return working (unfilled) orders currently resting at the venue.

Return the executions/fills for this session (the trade blotter).

STEP 1 of 2 for trading. Validate a proposed order against the risk limits WITHOUT sending it. Returns the live quote, estimated notional, the risk decision (approved + reasons), and -- only if approved AND trading is enabled -- a one-time confirmation_token. Show the user the risk decision and cost, then call place_order with that token.

action: BUY or SELL. order_type: MKT or LMT (limit_price required for LMT).

STEP 2 of 2 for trading. Submit the order previously approved by preview_order, identified by its confirmation_token. The order is re-validated against risk limits at this moment before submission. Tokens are single-use and expire. Returns the resulting order with its fill status.

Cancel a working order by its order_id (from get_open_orders).