Accounts & Portfolio Positions

Accessing automatically updated account summaries and portfolio position caches in @stoqey/ibkr.

Managing Account Summaries (`AccountSummary`)

AccountSummary.Instance automatically maintains cached account values (Net Liquidation Value, Total Cash Value, Buying Power, Margin Requirements) so you never need to manually manage subscription streams.

Accessing Account Balances

import ibkr, { AccountSummary } from "@stoqey/ibkr";

await ibkr();

const accountInstance = AccountSummary.Instance;

// Access cached account summary snapshot
const summary = accountInstance.accountSummary;

console.log("Account ID:", summary.accountId);
console.log("Net Liquidation Value:", summary.NetLiquidation.value, summary.NetLiquidation.currency);
console.log("Total Cash Value:", summary.TotalCashValue.value);
console.log("Buying Power:", summary.BuyingPower.value);

Listening for Account Updates

import { IBKREvents, IBKREVENTS, AccountSummary } from "@stoqey/ibkr";

IBKREvents.Instance.on(IBKREVENTS.IBKR_ACCOUNT_UPDATED, () => {
  const latestNetLiquidation = AccountSummary.Instance.accountSummary.NetLiquidation.value;
  console.log("Updated Net Liquidation Value:", latestNetLiquidation);
});

Managing Portfolio Positions (`Portfolios`)

Portfolios.Instance automatically tracks all open positions across managed accounts.

Accessing Open Positions Snapshot

import ibkr, { Portfolios } from "@stoqey/ibkr";

await ibkr();

const portfolios = Portfolios.Instance;

// Get snapshot of current open positions
const openPositions = portfolios.positions;

openPositions.forEach((pos) => {
  console.log(`Account: ${pos.account} | ${pos.position} x ${pos.symbol} @ $${pos.marketPrice}`);
});

Listening for Position Updates

import { IBKREvents, IBKREVENTS, Portfolios } from "@stoqey/ibkr";

IBKREvents.Instance.on(IBKREVENTS.IBKR_POSITIONS_UPDATED, () => {
  const updatedPositions = Portfolios.Instance.positions;
  console.log("Portfolio updated! Total positions:", updatedPositions.length);
});