Check if the Client Portal Gateway is authenticated. Returns auth state, competing session flag, and connection status.

Trigger re-authentication of the Client Portal Gateway session.

Send a tickle/keepalive to the Client Portal Gateway.

List all brokerage accounts with IDs and capabilities. Returns account IDs that can be used with other tools.

Get curated account summary: net liquidation, cash, buying power, margin, gross position value, P&L, and cash breakdown by currency. Returns the most important fields only — use get_account_summary_full for all 70+ fields.

Get the full raw account summary with all 70+ fields including segment-level duplicates (-s suffix). Use get_account_summary for a curated version.

Get asset class allocation breakdown showing distribution across stocks, options, futures, cash, bonds, etc. as percentages and values.

Get all open positions for an account. Auto-paginates through all pages. Returns stocks, options, futures, etc. Each position includes: symbol, quantity, avg cost, market value, unrealized P&L, daily P&L. Option positions also include: strike, right (C/P), expiry, multiplier.

Get a specific position by contract ID (conid). Returns position details including quantity, avg cost, market value, unrealized P&L, and daily P&L.

Get account-level profit and loss data: daily P&L (dpl), unrealized P&L (upl), net liquidity (nl), and excess liquidity (el). Requires brokerage session (auto-acquired, auto-releases after idle).

Get historical account performance including NAV and time-weighted returns over a configurable period.

Get transaction history for accounts with optional filters.

Get real-time market data snapshot with human-readable field names. Returns: symbol, lastPrice, bid, ask, volume, open, high, low, close, change, changePercent, week52High, week52Low, sector, industry, avgVolume, revenueGrowthPct, epsGrowthPct, changeFrom52wkHighPct, price bands (10d/30d). Also returns peRatio, eps, dividendYieldPct, marketCap, impliedVolatility when your IB market data subscription includes them. Auto-retries on first-call warmup.

Get historical OHLCV price bars for a contract. Supports various periods and bar sizes. Requires brokerage session (auto-acquired, auto-releases after idle).

Search for securities by symbol or company name. Returns contract IDs (conids), symbol, exchange, security type, and description. Use the returned conid with other tools.

Get full contract details for a known contract ID (conid). Returns exchange, currency, trading hours, tick size, and other specs.

Look up stock contracts by symbol across all exchanges. Returns available contract variants with exchange and conid.

Look up non-expired futures contracts by underlying symbol.

Get available option expirations and strikes for an underlying security. Returns the list of strikes for calls and puts. Fast — single API call. To get conids for specific strikes, use get_option_contracts.

Get option contract details (conids) for specific strikes. Returns conids you can use with get_market_snapshot for pricing/IV. Fetches up to 10 strikes at a time to stay fast.

Get available strike prices for options on an underlying security for a specific expiration month.

Get available market scanner parameters. Cached for 15 minutes. Requires brokerage session (auto-acquired, auto-releases after idle).

Execute a market scanner to find securities matching specific criteria. Requires brokerage session (auto-acquired, auto-releases after idle).

List all currently live/working orders. Requires brokerage session (auto-acquired, auto-releases after idle).

Get detailed status of a specific order. Requires brokerage session (auto-acquired, auto-releases after idle).

Get trade execution history (current day + 6 previous days). Requires brokerage session (auto-acquired, auto-releases after idle).

List saved watchlists. Requires brokerage session (auto-acquired, auto-releases after idle).

Get contracts in a specific watchlist by ID. Requires brokerage session (auto-acquired, auto-releases after idle).

Get the current exchange rate between two currencies. Requires brokerage session (auto-acquired, auto-releases after idle).

List available news sources/providers from IB.

Get the latest market news briefing from Briefing.com. Returns a full market commentary/analysis article.

Get company metadata for a stock: name, sector, sectorGroup, industry, listing exchange, country, currency, asset type, options availability, CUSIP. IBKR Client Portal API does NOT expose financial statements (balance sheet, income statement, cash flow), valuation ratios (P/E, market cap, EPS), or dividend data — those fields are deprecated by IBKR. For revenue/EPS growth %, 52-week range, sector/industry from market data, use get_market_snapshot. For OHLCV history, use get_price_history.