portfolio-eval

name	portfolio-eval
description	Evaluate portfolio holdings — P&L report, risk analysis, prediction comparison, and trading advice. Use when user asks to evaluate, review, or analyze their portfolio. Triggers on "포트폴리오", "내 포트폴리오", "보유 종목", "evaluate portfolio", "portfolio review".

Portfolio Evaluation

Comprehensive evaluation of the user's stock portfolio with four analysis dimensions.

Prerequisites

Portfolio must exist. If not, create one first:

./bin/stock-cli portfolio create --market KR --name "Toss KR"
./bin/stock-cli portfolio create --market US --name "Toss US"

Recording Trades

When the user mentions buying or selling stocks, record via CLI:

# Buy
./bin/stock-cli portfolio buy {TICKER} --qty {N} --price {PRICE} --market {US|KR} --date {YYYY-MM-DD}

# Sell
./bin/stock-cli portfolio sell {TICKER} --qty {N} --price {PRICE} --market {US|KR} --date {YYYY-MM-DD}

• For KR tickers: 6-digit codes (005930 for Samsung Electronics)
• For US tickers: alphabetic symbols (NVDA, AAPL)
• --date defaults to today if omitted
• --note for optional memo about the trade rationale
• --thesis-id to link to a trader-memory-core thesis

Evaluation Workflow

When asked to evaluate a portfolio, run these commands and synthesize results:

Step 1: Get current positions

./bin/stock-cli portfolio positions --market {US|KR}

Step 2: Run all four evaluations

./bin/stock-cli portfolio report --market {US|KR}
./bin/stock-cli portfolio risk --market {US|KR}
./bin/stock-cli portfolio vs-predictions --market {US|KR}
./bin/stock-cli portfolio advice --market {US|KR}

Step 3: Synthesize

Combine all four outputs into a comprehensive analysis:

1. Performance Summary: Total return, best/worst performers, realized vs unrealized
2. Risk Assessment: Concentration issues, sector imbalances, overweight warnings
3. Prediction Alignment: Are holdings consistent with your predictions? Flag mismatches.
4. Action Items: Based on advice signals, suggest specific actions:
   • Stocks hitting stop-loss levels
   • Stocks below key moving averages
   • Thesis review dates approaching

Present in a clear, structured format. Use tables for holdings data.

Other Commands

# Transaction history
./bin/stock-cli portfolio transactions --market {US|KR} [--ticker {TICKER}]

# Import from CSV
./bin/stock-cli portfolio import {FILE} --market {US|KR} [--dry-run]

# Delete a transaction (typo fix)
./bin/stock-cli portfolio delete-tx {ID}

# Portfolio summary (quick view)
./bin/stock-cli portfolio summary --market {US|KR}