with one click
user-profile
// Manage user profile including watchlists, portfolio, and preferences.
// Manage user profile including watchlists, portfolio, and preferences.
| name | user-profile |
| description | Manage user profile including watchlists, portfolio, and preferences. |
This skill provides 3 unified tools for managing user data:
get_user_data - Read user dataupdate_user_data - Create or update user dataremove_user_data - Delete user dataYou should call these tools directly instead of using ExecuteCode tool.
Retrieve user data by entity type.
| Entity | Description | entity_id |
|---|---|---|
all | Complete user data (profile, preferences, watchlists with items, portfolio) | Not used |
profile | User info (name, timezone, locale) | Not used |
preferences | All preferences (risk, investment, agent) | Not used |
watchlists | List of all watchlists | Not used |
watchlist_items | Items in a specific watchlist | Optional watchlist_id |
portfolio | All portfolio holdings | Not used |
# Get complete user data (recommended for initial context)
get_user_data(entity="all")
# Returns: {
# "profile": {"name": "John", "timezone": "America/New_York", "locale": "en-US"},
# "preferences": {"risk_preference": {...}, "investment_preference": {...}, ...},
# "watchlists": [{"name": "Tech Stocks", "items": [...], ...}],
# "portfolio": [{"symbol": "AAPL", "quantity": 50, ...}]
# }
# Get user profile
get_user_data(entity="profile")
# Returns: {"name": "John", "timezone": "America/New_York", "locale": "en-US"}
# Get all preferences
get_user_data(entity="preferences")
# Returns: {"risk_preference": {...}, "investment_preference": {...}, "agent_preference": {...}}
# Get all watchlists
get_user_data(entity="watchlists")
# Returns: [{"watchlist_id": "abc", "name": "Tech Stocks", "is_default": true}, ...]
# Get items from default watchlist
get_user_data(entity="watchlist_items")
# Returns: [{"symbol": "AAPL", "notes": "..."}, {"symbol": "NVDA", ...}]
# Get items from specific watchlist
get_user_data(entity="watchlist_items", entity_id="abc-123")
# Get portfolio holdings
get_user_data(entity="portfolio")
# Returns: [{"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}, ...]
Create or update user data (upsert semantics).
All preference entities (risk_preference, investment_preference, agent_preference) support:
| Parameter | Type | Description |
|---|---|---|
replace | bool | If True, completely replace the preference instead of merging with existing data |
The data dict accepts any fields. Extra fields like notes, instruction, avoid_sectors are stored alongside named fields.
# Merge with existing (default behavior)
update_user_data(entity="agent_preference", data={
"output_style": "Balanced summary with key numbers highlighted",
"notes": "User prefers brevity"
})
# Replace entire preference (delete all existing fields, set only new ones)
update_user_data(entity="agent_preference", data={
"output_style": "In-depth deep dive with full analysis"
}, replace=True)
Update user profile info.
| Field | Type | Description |
|---|---|---|
name | str | Display name |
timezone | str | e.g., "America/New_York" |
locale | str | Preferred language, e.g., "en-US", "zh-CN" |
onboarding_completed | bool | Mark onboarding done (write-only, not returned in get) |
# Update display name
update_user_data(entity="profile", data={"name": "John Doe"})
# Mark onboarding complete
update_user_data(entity="profile", data={"onboarding_completed": True})
Set risk tolerance settings. All fields accept any descriptive string.
| Field | Type | Description |
|---|---|---|
risk_tolerance | str | Risk tolerance description (any text) |
| (extra fields) | any | Additional context (notes, constraints, etc.) |
# Descriptive risk preference
update_user_data(
entity="risk_preference",
data={
"risk_tolerance": "Moderate - comfortable with market swings but avoids concentrated bets",
"notes": "Prefers diversification after 2022 tech losses"
}
)
Set investment style settings. All fields accept any descriptive string. At least one field is required.
| Field | Type | Description |
|---|---|---|
company_interest | str | Type of companies interested in (any text) |
holding_period | str | Preferred holding period (any text) |
analysis_focus | str | Primary analysis focus area (any text) |
| (extra fields) | any | Additional context (avoid_sectors, focus_sectors, notes, etc.) |
# Full investment profile with rich descriptions
update_user_data(
entity="investment_preference",
data={
"company_interest": "Dividend-paying blue chips and REITs for income",
"holding_period": "Long-term (5+ years), rarely sells",
"analysis_focus": "Dividend sustainability and balance sheet strength",
"avoid_sectors": "Crypto, speculative biotech"
}
)
Set agent behavior settings. All fields accept any descriptive string.
| Field | Type | Description |
|---|---|---|
output_style | str | Preferred output style (any text) |
data_visualization | str | Chart/visualization preferences (any text) |
proactive_questions | str | When to ask clarifying questions (any text) |
| (extra fields) | any | Additional context (instruction, notes, etc.) |
# Rich agent preferences
update_user_data(
entity="agent_preference",
data={
"output_style": "Balanced summary with key numbers highlighted",
"data_visualization": "Include charts when comparing multiple stocks",
"proactive_questions": "Use your judgment, only ask when critical"
}
)
Create or update a watchlist.
| Field | Type | Required | Description |
|---|---|---|---|
name | str | Yes | Watchlist name (used as key for upsert) |
description | str | No | Purpose of the watchlist |
is_default | bool | No | Set as default watchlist |
# Create a watchlist
update_user_data(
entity="watchlist",
data={"name": "AI Companies", "description": "Companies focused on AI"}
)
# Create and set as default
update_user_data(
entity="watchlist",
data={"name": "My Watchlist", "is_default": True}
)
Add or update an item in a watchlist.
| Field | Type | Required | Description |
|---|---|---|---|
symbol | str | Yes | Stock symbol (used as key) |
watchlist_id | str | No | Target watchlist (uses default if omitted) |
instrument_type | str | No | Free-form. Common: "stock", "etf", "index", "crypto", "future", "commodity", "currency". Other values accepted (default: "stock") |
exchange | str | No | e.g., "NASDAQ" |
name | str | No | Company name |
notes | str | No | Why you're watching |
# Add to default watchlist
update_user_data(
entity="watchlist_item",
data={"symbol": "NVDA", "notes": "Watching for AI chip growth"}
)
# Add to specific watchlist with full details
update_user_data(
entity="watchlist_item",
data={
"symbol": "AAPL",
"watchlist_id": "abc-123",
"name": "Apple Inc.",
"exchange": "NASDAQ",
"notes": "iPhone revenue growth"
}
)
# Add an ETF
update_user_data(
entity="watchlist_item",
data={"symbol": "QQQ", "instrument_type": "etf", "notes": "Tech exposure"}
)
Add or update a portfolio holding.
| Field | Type | Required | Description |
|---|---|---|---|
symbol | str | Yes | Stock symbol (used as key) |
quantity | float | Yes | Number of shares |
average_cost | float | No | Cost per share |
account_name | str | No | e.g., "Robinhood", "Fidelity IRA" (part of key) |
instrument_type | str | No | Free-form. Common: "stock", "etf", "index", "crypto", "future", "commodity", "currency". Other values accepted (default: "stock") |
currency | str | No | Default: "USD" |
notes | str | No | Additional notes |
# Add basic holding
update_user_data(
entity="portfolio_holding",
data={"symbol": "AAPL", "quantity": 50, "average_cost": 175.0}
)
# Add holding with account
update_user_data(
entity="portfolio_holding",
data={
"symbol": "VTI",
"quantity": 100,
"average_cost": 220.50,
"account_name": "Fidelity 401k",
"instrument_type": "etf",
"notes": "Long-term retirement holding"
}
)
# Same symbol in different accounts
update_user_data(
entity="portfolio_holding",
data={"symbol": "MSFT", "quantity": 25, "account_name": "Robinhood"}
)
update_user_data(
entity="portfolio_holding",
data={"symbol": "MSFT", "quantity": 50, "account_name": "Schwab IRA"}
)
Delete user data by entity type.
Delete an entire watchlist.
| Field | Type | Required | Description |
|---|---|---|---|
watchlist_id | str | Either | Watchlist ID |
name | str | Either | Watchlist name |
# Delete by ID
remove_user_data(
entity="watchlist",
identifier={"watchlist_id": "abc-123"}
)
# Delete by name
remove_user_data(
entity="watchlist",
identifier={"name": "Tech Stocks"}
)
Remove an item from a watchlist.
| Field | Type | Required | Description |
|---|---|---|---|
symbol | str | Yes | Stock symbol |
watchlist_id | str | No | Uses default if omitted |
# Remove from default watchlist
remove_user_data(
entity="watchlist_item",
identifier={"symbol": "NVDA"}
)
# Remove from specific watchlist
remove_user_data(
entity="watchlist_item",
identifier={"symbol": "AAPL", "watchlist_id": "abc-123"}
)
Remove a portfolio holding.
| Field | Type | Required | Description |
|---|---|---|---|
symbol | str | Yes | Stock symbol |
account_name | str | No | For disambiguation if same symbol in multiple accounts |
# Remove holding (when only one account)
remove_user_data(
entity="portfolio_holding",
identifier={"symbol": "AAPL"}
)
# Remove from specific account
remove_user_data(
entity="portfolio_holding",
identifier={"symbol": "MSFT", "account_name": "Robinhood"}
)
[HINT] Download the complete skill directory including SKILL.md and all related files