v3.27.0

Canary — portfolio, risk and order tools for Interactive Brokers

Canary runs locally with TWS or IB Gateway, providing portfolio monitoring, market analysis, risk checks, performance review and order management. Order submission requires the trading build and its approval checks. Standard downloads and MCP remain read-only.

New in v3.27.0

Review a stock addition with optional protection for the added shares, discover
long calls across four horizons, and size a selected call against a budget.
The Add CLI now includes request fields and copyable JSON examples.

Choose holdings to keep out of bulk and automatic reductions. Plan a trim of
net exposure, long positions, a sector or higher-beta holdings before creating
an order review. A plan cannot be submitted.

Existing written limits are preserved. The policy migration adds missing
reduction-allowance fields and advances the policy version. Standard binaries
and every MCP tool remain read-only; order previews and execution retain their
separate authority gates.

Install

For the standard read-only CLI and local MCP server:

curl -fsSL https://raw.githubusercontent.com/osauer/canary/main/install.sh | sh

For Claude Desktop, download canary.mcpb from the assets below. For order submission, choose a canary-trading-v3.27.0-* archive and follow the trading guide and security guidance.

Requires a local TWS or IB Gateway session on macOS, Linux or Windows through WSL. See the installation guide for setup, signature verification and other MCP clients.

• Go module and source-built CLI: product v3 and later ship through the signed installer and release assets above. The public Go module remains on its maintained v2 line; go install github.com/osauer/canary/v2/cmd/canary@latest installs the newest v2 release, not this product release.

Detailed changes

Added

• Stock Add plans and exact previews support an optional attached stop for the added shares. The stop stays held until the entry fills completely; it does not replace protection for existing shares.
• Call discovery resolves actual broker contracts and respects each option class's session. Outside the session, it labels frozen broker quote evidence as planning data rather than an executable quote.
• Holding locks exclude chosen hedge and core lines from portfolio sweeps and automatic reductions. An explicit single-holding reduction remains available.
• Portfolio reductions support net, long-only and all-position plans, with sector and beta filters. JSON responses identify untouched holdings and report the estimated index-loss comparison.

Changed

• Percentage reductions now use a worst-price limit instead of the earlier midpoint band: the new policy fields default to 1% for stocks and ETFs, and 5% for options with at least one tick of allowance. Review that limit before confirming.
• Call discovery targets delta 0.50–0.70 through 21 days to expiry, 0.35–0.50 from 22–45 days, and 0.25–0.40 beyond 45 days. Longer horizons therefore select lower-delta calls.

Fixed

• Reductions reserve quantities committed by Canary's working orders, including combo legs, and wait when known fills and position evidence disagree. Ordinary order placement enforces the same reduction-token quantity and reviewed-price checks.
• Saving holding locks waits for an in-flight broker transaction, and automatic reductions wait if the keep list cannot be read. Saving a lock does not cancel orders already sent.
• Add discovery retains complete slow replies, searches farther when nearby calls are unsuitable, and stops when its caller disconnects. Stock quote reads preserve native currency.
• Statement reconciliation compares equity using statement-closing prices and FX while retaining broker precision.
• Add subcommand help now shows its own JSON request schema and examples without reading stdin or contacting the daemon.

Security

• Updated the HTTP/2 dependency to golang.org/x/net v0.60.0.