baofeng-techbaofeng-tech/agent-skills-so/stock-portfolio/SKILL.md

stock-portfolio

Skill0 starsChanged 7 months agoMITView on GitHub

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.

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AISA-skills/financial-data-skillsedited, first seen Nov 1, 2026
daringanitch/claude-stock-analysttheir own version, first seen May 11, 2026
erhwenkuo/stock_skillstheir own version, first seen Apr 21, 2026
okikusan-public/stock_skillstheir own version, first seen Apr 17, 2026

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AISA-skills/financial-data-skills★ 478% same
Wrote their own version · 3
okikusan-public/stock_skills★ 134same name
daringanitch/claude-stock-analyst★ 9same name
erhwenkuo/stock_skills★ 3same name
How matches are found. Word for word: the exact same text. Edited: shares passages with this file (“99% same” means 99% of its five-word phrases also appear here; 10% or more counts). Their own version: similar meaning, or, weakest, the same name. We can’t tell which project had it first. Projects are counted among the 200 most-starred candidates, and mentions are links to the repository we found, up to 50 per site, so both counts are a floor.
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SKILL.md

Portfolio Management — AIsa Edition

Manage investment portfolios with live P&L tracking using the AIsa API.

Usage

# Create a new portfolio
python3 scripts/portfolio.py create "My Portfolio"

# Add a position
python3 scripts/portfolio.py add AAPL --quantity 10 --cost 150
python3 scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 scripts/portfolio.py show
python3 scripts/portfolio.py show --portfolio "My Portfolio"

# Update a position
python3 scripts/portfolio.py update AAPL --quantity 15 --cost 160

# Remove a position
python3 scripts/portfolio.py remove AAPL

# List all portfolios
python3 scripts/portfolio.py list

# Rename a portfolio
python3 scripts/portfolio.py rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 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-skill-data/portfolios.json for persistence across sessions.

NOT FINANCIAL ADVICE. For informational purposes only.

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