user-profile

name	user-profile
description	Manage user profile including watchlists, portfolio, and preferences. Also contains onboarding instructions.

User Profile Skill

This skill provides 3 unified tools for managing user data:

• get_user_data - Read user data
• update_user_data - Create or update user data
• remove_user_data - Delete user data

The tools are hidden by default and will be available to you after loading the skill. To load the skill, use the LoadSkill tool with the skill name "user-profile". You should call the tools being loaded directly instead of using ExecuteCode tool.

For first-time user setup, see onboarding.md.

---

Tool 1: get_user_data

Retrieve user data by entity type.

Entities

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

Examples

# 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}, ...]

---

Tool 2: update_user_data

Create or update user data (upsert semantics).

Common Options for Preferences

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 also accepts extra fields like notes, instruction, avoid_sectors, etc.

# Merge with existing (default behavior)
update_user_data(entity="agent_preference", data={"output_style": "quick", "notes": "User prefers brevity"})

# Replace entire preference (delete all existing fields, set only new ones)
update_user_data(entity="agent_preference", data={"output_style": "deep_dive"}, replace=True)

Entity: profile

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})

Entity: risk_preference

Set risk tolerance settings.

Field	Type	Required	Description
risk_tolerance	str	Yes	"low", "medium", "high", "long_term_focus"

# Set risk preference
update_user_data(
    entity="risk_preference",
    data={"risk_tolerance": "medium"}
)

# Long-term investor comfortable with volatility
update_user_data(
    entity="risk_preference",
    data={"risk_tolerance": "long_term_focus"}
)

Entity: investment_preference

Set investment style settings. At least one field is required.

Field	Type	Required	Description
company_interest	str	No*	"growth", "stable", "value", "esg"
holding_period	str	No*	"short_term", "mid_term", "long_term", "flexible"
analysis_focus	str	No*	"growth", "valuation", "moat", "risk"

*At least one field must be provided.

# Set company interest type
update_user_data(
    entity="investment_preference",
    data={"company_interest": "growth"}
)

# Full investment profile
update_user_data(
    entity="investment_preference",
    data={
        "company_interest": "value",
        "holding_period": "long_term",
        "analysis_focus": "moat"
    }
)

Entity: agent_preference

Set agent behavior settings.

Field	Type	Required	Description
output_style	str	Yes	"summary", "data", "deep_dive", "quick"

# Quick summaries for busy user
update_user_data(
    entity="agent_preference",
    data={"output_style": "quick"}
)

# Detailed analysis with data focus
update_user_data(
    entity="agent_preference",
    data={"output_style": "deep_dive"}
)

Entity: watchlist

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}
)

Entity: watchlist_item

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	"stock", "etf", "index", "crypto" (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"}
)

Entity: portfolio_holding

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	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"}
)

---

Tool 3: remove_user_data

Delete user data by entity type.

Entity: watchlist

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"}
)

Entity: watchlist_item

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"}
)

Entity: portfolio_holding

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"}
)

---

Conversation Tips

1. Be conversational - Don't ask all questions at once. Let the conversation flow naturally.

2. Provide context - When asking about risk tolerance, explain what each level means:

   • Conservative: Prefer stability, avoid volatile stocks
   • Moderate: Balance between growth and stability
   • Aggressive: Willing to accept high volatility for growth potential

3. Handle partial info - If user mentions "I own some AAPL", ask follow-up:

   • "How many shares do you have?"
   • "What's your average cost per share?"
   • "Which brokerage account is it in?"

4. Confirm entries - After saving, confirm what was added:

   • "Added AAPL (50 shares @ $175) to your portfolio."

5. Use defaults - If user doesn't have a watchlist, items go to the default one automatically.

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Error Handling

• If a stock is already in a watchlist, inform the user and offer alternatives
• If a holding already exists, offer to update it instead of creating a duplicate
• If user_id is not available, inform that the user needs to be logged in