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Fetches live prices for equities and forex for investment portfolio.
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| name | portfolio-update |
| description | Fetches live prices for equities and forex for investment portfolio. |
| tools | ["Bash"] |
PORTFOLIO_FILE: Find the equities holdings file (search by name, then ask user):
*investment*portfolio* or *equity*portfolio*Refresh your equities holdings table in PORTFOLIO_FILE by fetching the latest Yahoo Finance prices for each ticker plus MYR/USD forex rate.
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON "XXX|YYY|ZZZ" # fetches all at once
python3 $PYTHON --forex=USDMYR=X # MYR/USD rate
If PORTFOLIO_FILE doesn't exist, create a template with your tickers:
| Symbol | Shares | Cost Price | Live Price | RM Cost Basis | Live Value (USD) | Live Value (RM)* | Unrealized |
|--------|--------|------------|------------|---------------|------------------|------------------|------------|
Fill in your tickers, shares, and cost prices. Then run the update skill to fetch live prices:
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON "XXX|YYY|ZZZ" # batch fetch all at once
python3 $PYTHON --forex=USDMYR=X # get MYR/USD rate
PYTHON=./.claude/skills/portfolio-update/equity-price-fetcher.py
python3 $PYTHON XXX --period 5d # latest price
python3 $PYTHON YYY --period 6mo # historical
python3 $PYTHON --forex=USDMYR=X # MYR/USD rate
The holdings table in PORTFOLIO_FILE must be in this table format:
| Symbol | Shares | Cost Price | Live Price | RM Cost Basis | Live Value (USD) | Live Value (RM)* | Unrealized |
|---|---|---|---|---|---|---|---|
| XXX | 10 | $50.00 | $52.30 | RM 2,615 | $523 | RM 2,040 | RM +230 |
| YYY | 5 | $200.00 | $198.50 | RM 993 | $992.5 | RM 3,871 | RM -7.5 |
| ZZZ | 20 | $15.00 | $16.10 | RM 483 | $322 | RM 1,256 | RM +22 |
| Total | RM 4,091 | $1,837.5 | RM 7,167 | RM +244.5 ✅ |
The update script reads this table, fetches live prices for each symbol via the equity-price-fetcher.py in the skill directory, and rewrites the Holdings section with current values (price, RM value, unrealized P/L).