stock-portfolio

name	stock-portfolio
description	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.
compatibility	Designed for Agent Skills compatible clients such as OpenClaw, Claude Code, Hermes, and GitHub-backed skill catalogs. Requires system binaries python3, environment variables AISA_API_KEY and internet access to api.aisa.one.
metadata	{"aisa":{"emoji":"📊","requires":{"bins":["python3"],"env":["AISA_API_KEY"]},"primaryEnv":"AISA_API_KEY","compatibility":"Designed for Agent Skills compatible clients such as OpenClaw, Claude Code, Hermes, and GitHub-backed skill catalogs. Requires system binaries python3, environment variables AISA_API_KEY and internet access to api.aisa.one."}}

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.