NetLiquidation / BuyingPower / TotalCashValue / AvailableFunds / UnrealizedPnL for the connected paper or live account.
Open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL.
Currently working orders with status, filled / remaining quantity, average fill price.
Recent executed fills (`days_back` window, IBKR caps history ~7 days).
Current bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly.
OHLCV bars for any duration / bar size (`1 day`, `1 hour`, `5 mins`, ...). Always works regardless of market-data subscription.
Fuzzy-search IBKR's contract database by name / partial ticker.
Full contract metadata — `long_name`, `industry`, `category`, `subcategory`, trading hours, valid exchanges. **The hook for sector-aware top-down screening.
The typed scan catalog. Filter by `category`, `strategy`, `instrument`, free-text `query`; optionally return the full list of available categories + strategies via `list_meta=true`.
Filter parameter codes grouped by category (`price`, `volume`, `market_cap`, `fundamentals`, `technical`, `options`), with an instrument applicability note.
Substring search over the raw `scan-parameters.xml` codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog.
Run an IBKR scan — pass `scan_code`, `instrument`, `location`, optional price / volume filters. Returns rank + ticker + exchange.
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