tv-portfolio-sync

name	tv-portfolio-sync
plugin	tradingview
description	Sync portfolio.json from TradingView's live broker panel (all accounts: TFSA, RRSP, Cash) via CDP. Scrapes positions and balances, shows a diff vs the current portfolio.json (new positions, closed positions, qty/price changes), and waits for explicit CONFIRM before writing. Works with any TradingView- connected broker — no Broker API credentials required.
allowed-tools	Bash, Read, Write

TV Portfolio Sync Skill

⚠️ Pre-flight Check

Before running this skill, verify the TradingView CDP connection is active and debug port 9222 is open:

python3 "$(find plugins/tradingview/scripts ~/.claude/plugins/cache -name tv_health_check.py -path "*/tradingview/*" 2>/dev/null | sort | tail -1)"

If this check fails, run /setup-tradingview first. If using a non-standard install path, set export TV_CDP_DIR=/path/to/tradingview-cdp before executing.

Quick Reference

• Trigger: /tv-portfolio-sync, "sync portfolio from TradingView", "update portfolio from TV"
• Execution: fetch_broker_data.py --snapshot → all accounts → diff → HITL → merge
• Output: Updates portfolio.json (the sole, canonical database for actual holdings and totals)
• Requires: TradingView Desktop running, broker panel connected

---

Hard Rules

• portfolio.json is the sole database and single source of truth for all dashboard metrics, allocation charts, and valuation scripts.
• NEVER write to portfolio.json without explicit CONFIRM from the user
• If TV returns 0 positions, stop and tell the user TradingView is not connected
• Show the full diff before asking for CONFIRM — never skip the review step
• portfolio.json is gitignored user data — treat it as sacred

---

Step 1: Fetch TV Snapshot (All Accounts)

python3 plugins/tradingview/scripts/fetch_broker_data.py --snapshot

This reads ALL accounts (TFSA, RRSP, Cash) from TradingView's broker panel via the CDP browser automation.

[!NOTE] All raw per-account broker telemetry is saved inside the tvSnapshot root key of portfolio.json. The single portfolio.json database serves as the sole source of truth for holdings, totals, and transient broker allocations.

Check the output:

• positions array length > 0 — TV data is live
• accounts array — all 3 accounts should be present (CASH, TFSA, RRSP)
• If positions is empty → tell user TradingView is not connected with a broker

If TradingView is not connected, tell the user:

"TradingView isn't showing any broker positions. Make sure TradingView Desktop is running and you're logged into your broker account in the broker panel. Then try again."

---

Step 2: Load Existing Portfolio

cat investment_screener/backend/data/portfolio.json

Read the current portfolio.json to generate the diff.

---

Step 3: Generate and Display Diff

Compare TV snapshot (aggregated by symbol across all accounts) against portfolio.json.

Aggregate TV positions by symbol first (same stock can appear in TFSA + RRSP):

agg = {}
for pos in snapshot["positions"]:
    sym = pos["symbol"]
    agg[sym] = agg.get(sym, 0) + pos["quantity"]

Display the diff in this format:

╔══════════════════════════════════════════════════════╗
║       TradingView → portfolio.json Sync Preview      ║
╠══════════════════════════════════════════════════════╣
║  TV positions:        31 (across TFSA + RRSP + Cash) ║
║  Current portfolio:   32 symbols                     ║
║  ✓ Unchanged:         28                             ║
║  + New positions:     1                              ║
║  ✎ Qty/price changes: 2                              ║
║  − Removed positions: 1                              ║
╚══════════════════════════════════════════════════════╝

+ NEW POSITIONS (will be added):
  NEWCO    qty=5   avgFill=$123.45

✎ CHANGED (qty or avg fill price):
  AMD      qty: 2 → 3     avgFill: $210.00 → $220.35
  NVDA     book_price: $185.00 → $199.59

− REMOVED (in portfolio.json but not in TV — position closed):
  OLDCO    qty=10

✓ PRESERVED (no change needed):
  BTDR, CEG, COHR, COIN, CORZ, ...

Note: USD_CASH is always excluded from the TV diff (TV tracks cash as a balance field, not a position).

---

Step 4: Ask for CONFIRM

After showing the diff:

"This will update portfolio.json with the TradingView data shown above. Fields like thesis, pillar, price, and sector are preserved from the existing portfolio — only shares and book_price are updated from TV. Type CONFIRM to apply, or tell me what to change."

Wait for exact CONFIRM (case-insensitive). Do not proceed on "yes", "ok", "sure".

---

Step 5: Merge and Write

Merge TV data into portfolio.json:

• For existing positions: update shares = TV quantity, book_price = TV avgFillPrice; preserve all other fields
• For new positions: add with TV data only (thesis/pillar/price will be populated on next valuation run)
• For removed positions: remove from portfolio.json (unless it's USD_CASH)

Use the /api/portfolio/sync-tv backend endpoint, or apply the merge inline:

# Merge approach (inline):
merged = []
tv_map = {}  # symbol → {quantity, avgFillPrice}
for pos in snapshot["positions"]:
    sym = pos["symbol"]
    tv_map[sym] = tv_map.get(sym, {"quantity": 0, "avgFillPrice": pos["avgFillPrice"]})
    tv_map[sym]["quantity"] += pos["quantity"]

existing_map = {item["symbol"]: item for item in portfolio if item.get("symbol") != "USD_CASH"}
usd_cash = next((item for item in portfolio if item.get("symbol") == "USD_CASH"), None)

for sym, tv in tv_map.items():
    if sym in existing_map:
        item = dict(existing_map[sym])
        item["shares"] = tv["quantity"]
        item["book_price"] = tv["avgFillPrice"]
        merged.append(item)
    else:
        merged.append({"symbol": sym, "shares": tv["quantity"], "book_price": tv["avgFillPrice"]})

if usd_cash:
    merged.append(usd_cash)  # preserve cash balance entry

# Write
import json
with open("investment_screener/backend/data/portfolio.json", )  f:
    json.dump(merged, f, indent=)

---

Step 6: Confirm Success

After writing:

"✓ portfolio.json updated — {N} positions from TradingView (TFSA + RRSP). {added} added, {removed} removed, {changed} changed. The /api/portfolio endpoint will serve this data on next request."

---

Example Flow

User: /tv-portfolio-sync
Agent: Fetching TV snapshot across all accounts...
       [runs fetch_broker_data.py --snapshot]
       [shows diff — 31 TV positions, 1 changed, 0 added, 0 removed]

       This will update portfolio.json with TV data. Type CONFIRM to apply.

User: CONFIRM

Agent: ✓ portfolio.json updated — 31 positions. 0 added, 0 removed, 1 changed (AMD shares: 2 → 3).

---

Error Handling

Error	Action
0 positions returned	TV not connected — tell user to open TradingView Desktop with broker
Node.js error (CDP timeout)	Check TradingView is on the broker panel view, retry
portfolio.json missing	Write new file from TV data (no existing data to merge)
Account switch timeout for CASH	Normal — Cash account has no equity positions; skip silently