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Show current portfolio — positions, holdings, funds, and P&L. Works in both paper and live mode.
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
Basé sur la classification professionnelle SOC
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| name | portfolio |
| description | Show current portfolio — positions, holdings, funds, and P&L. Works in both paper and live mode. |
| user-invocable | true |
Fetch and display the complete portfolio state.
IMPORTANT: Use the Bash tool to call the Python helpers. Do NOT import broker modules directly.
Run these commands to get portfolio data:
python3 -c "
import asyncio, json
from skopaq.mcp_server import get_positions, get_holdings, get_funds
async def main():
p = json.loads(await get_positions())
h = json.loads(await get_holdings())
f = json.loads(await get_funds())
print(json.dumps({'positions': p, 'holdings': h, 'funds': f}, indent=2))
asyncio.run(main())
" 2>/dev/null
Present a clean summary:
Format all amounts in INR (₹) using Indian number system.