القائمة
Fetches live prices for equities and forex for investment portfolio.
التثبيت باستخدام Codex أو Claude انسخ هذا Prompt والصقه في Codex أو Claude أو مساعد آخر ليراجع صفحة Skill ويثبّتها لك.
استنادا إلى تصنيف SOC المهني
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| name | portfolio-update |
| description | Fetches live prices for equities and forex for investment portfolio. |
| tools | ["Bash"] |
PORTFOLIO_FILE: Find the equities holdings file (search by name, then ask user):
*investment*portfolio* or *equity*portfolio*Refresh your equities holdings table in PORTFOLIO_FILE by fetching the latest Yahoo Finance prices for each ticker plus MYR/USD forex rate.
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON "XXX|YYY|ZZZ" # fetches all at once
python3 $PYTHON --forex=USDMYR=X # MYR/USD rate
If PORTFOLIO_FILE doesn't exist, create a template with your tickers:
| Symbol | Shares | Cost Price | Live Price | RM Cost Basis | Live Value (USD) | Live Value (RM)* | Unrealized |
|--------|--------|------------|------------|---------------|------------------|------------------|------------|
Fill in your tickers, shares, and cost prices. Then run the update skill to fetch live prices:
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON "XXX|YYY|ZZZ" # batch fetch all at once
python3 $PYTHON --forex=USDMYR=X # get MYR/USD rate
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON XXX --period 5d # latest price
python3 $PYTHON YYY --period 6mo # historical
python3 $PYTHON --forex=USDMYR=X # MYR/USD rate
The holdings table in PORTFOLIO_FILE must be in this table format:
| Symbol | Shares | Cost Price | Live Price | RM Cost Basis | Live Value (USD) | Live Value (RM)* | Unrealized |
|---|---|---|---|---|---|---|---|
| XXX | 10 | $50.00 | $52.30 | RM 2,615 | $523 | RM 2,040 | RM +230 |
| YYY | 5 | $200.00 | $198.50 | RM 993 | $992.5 | RM 3,871 | RM -7.5 |
| ZZZ | 20 | $15.00 | $16.10 | RM 483 | $322 | RM 1,256 | RM +22 |
| Total | RM 4,091 | $1,837.5 | RM 7,167 | RM +244.5 ✅ |
The update script reads this table, fetches live prices for each symbol via the equity-price-fetcher.py in the skill directory, and rewrites the Holdings section with current values (price, RM value, unrealized P/L).