Get Account Summary
get_account_summaryRetrieve account balances, buying power, and margin metrics to assess trading capacity and risk.
Instructions
Get balances, buying power, and margin metrics for an account.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account_id | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cash | No | Cash balance in base currency. | |
| currency | Yes | Base reporting currency, e.g. 'USD'. | |
| accountId | Yes | IBKR account identifier. | |
| timestamp | Yes | Timestamp when the snapshot was taken, ISO 8601. | |
| buyingPower | No | Available buying power in base currency. | |
| marginExcess | No | Margin excess or deficit (can be negative). | |
| initialMargin | No | Current initial margin requirement. | |
| netLiquidation | Yes | Net liquidation value in base currency. | |
| maintenanceMargin | No | Current maintenance margin requirement. |