ibkr_account_summary
Retrieve account summary values such as net liquidation, cash, buying power, and margin. Specify tags and group to get portfolio and margin metrics.
Instructions
Return account summary values such as net liquidation, cash, buying power, and margin.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tags | No | Comma-separated IBKR account summary tags. Defaults to a conservative set of portfolio and margin metrics. | AccountType,NetLiquidation,TotalCashValue,SettledCash,BuyingPower,AvailableFunds,ExcessLiquidity,GrossPositionValue,InitMarginReq,MaintMarginReq,DayTradesRemaining |
| group | No | Account group to query. Use "All" for all linked accounts or a configured advisor group. | All |