stock-portfolio
Manage investment portfolios with live P&L tracking via AIsa API. Create, add, update, remove positions, rename, and show portfolio summary with real-time profit/loss. Use when the user wants to track investments, manage a portfolio, check P&L, or add/remove holdings.
Resources
1Install
npx skillscat add aisa-team/agent-skills/stock-portfolio Install via the SkillsCat registry.
SKILL.md
Portfolio Management — AIsa Edition
Manage investment portfolios with live P&L tracking using the AIsa API.
Usage
# Create a new portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" create "My Portfolio"
# Add a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add AAPL --quantity 10 --cost 150
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add BTC-USD --quantity 0.5 --cost 40000
# Show portfolio with live P&L
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show --portfolio "My Portfolio"
# Update a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" update AAPL --quantity 15 --cost 160
# Remove a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" remove AAPL
# List all portfolios
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" list
# Rename a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" rename "My Portfolio" "Tech Holdings"
# Delete a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" delete "Old Portfolio"Actions
| Action | Description |
|---|---|
create NAME |
Create a new portfolio |
list |
List all portfolios |
show |
Show portfolio summary with live P&L |
add TICKER |
Add position with --quantity and --cost |
update TICKER |
Update position quantity/cost |
remove TICKER |
Remove position from portfolio |
rename OLD NEW |
Rename a portfolio |
delete NAME |
Delete a portfolio |
Data Storage
Portfolio data is stored in ${CLAUDE_PLUGIN_DATA}/portfolios.json for persistence across sessions.
NOT FINANCIAL ADVICE. For informational purposes only.