finance_portfolio

Use when the user asks about their portfolio — state, drift, rebalancing, P&L, adding/selling positions, editing targets or cash balance, swapping tickers, or troubleshooting CLI errors. Wraps the `portfolio` CLI of this repo with a structured assessment template and reference docs for every common task.

Use when the user wants a holistic, conversational review of their portfolio — "walk me through my portfolio", "how am I doing overall", "give me an overview and some advice", "what should I be thinking about", a periodic check-in, or a goal/risk gut-check. Runs a short guided Q&A (horizon, drawdown comfort, goal) every session, then synthesizes the live snapshot and income audit into a plain-language overview with prioritized, interpretive advice — and journals each review with a date so it can recall what you expected last time and flag what changed. Use this even when the user just says "review my portfolio" or "let's do a check-in" without naming metrics. NOT for one-off mutations (add/sell, edit targets), structured drift tables, or income/tax config — those belong to assess-portfolio and tune-income.

Use whenever the user wants to set up, enhance, or double-check the income estimate of this portfolio repo — the `income:`, `cash_interest_pct`, and `tax:` blocks in data/config.yaml that drive `portfolio income` (gross) and `portfolio income --net` (after-tax). Trigger on "estimate my dividends/interest", "my income shows 0 / n/a", "add a proxy", "set the cash interest rate", "show income net of tax", "set up Teilfreistellung", "is my income/tax config right?", "which distributing twin for <ETF>", or any request to verify/fix why an accumulating ETF reports no income or why the net figure looks off. Use this even when the user just says "check my income config" without naming the fields.