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IB Short Roll Finder

By staskh· staskh/trading_skills· 0

Find roll options for short positions or covered calls using Interactive Brokers data.

Installation

  1. Make sure Claude is on your device and in your terminal.

    Skills load from ~/.claude/skills/ when Claude Code starts up — so you need it on your machine first. If you don't have it yet, install it once with the command below, then run claude in any terminal to verify.

    One-time setup
    npm i -g @anthropic-ai/claude-code

    Already have it? Skip ahead.

  2. Paste into Claude Code or into your terminal.
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  3. Restart Claude Code.

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  4. Just ask Claude.

    Skills auto-activate when your request matches the skill's description — no slash command needed. Trigger phrases live in the skill's own frontmatter; you can read them in the “What this skill does” section above.

Prefer to read the source first? Open on GitHub.

When Claude uses it

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.

What this skill does

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.

Prerequisites

User must have TWS or IB Gateway running locally with API enabled:

  • Paper trading: port 7497
  • Live trading: port 7496

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.

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

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

  1. If short option position exists (mode: "roll"): Analyzes roll candidates to different expirations/strikes
  2. If long option position exists (mode: "spread"): Finds best short call/put to create a vertical spread
  3. If long stock exists (mode: "new_short"): Finds best covered call (or protective put) to open
  4. 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: 7496 for live trading)
  • --account - Specific account ID (optional)

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, buy_to_close, roll_candidates (dict of expiry -> candidates)
  • spread: long_option, right, candidates_by_expiry
  • new_short: long_position, right, candidates_by_expiry

Example Usage

# Auto-detect GOOG position (short option, long option, or long stock)
uv run python scripts/roll.py GOOG --port 7496

# 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.

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