Portfolio Management

Track positions, allocation, and live P&L.

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Portfolio tracking for agents. Manage positions, allocation, and live P&L snapshots with AIsa market data.

Install

First, install the AIsa CLI if you have not already:

npm install -g @aisa-one/cli

Then install the skill:

aisa skills install stock-portfolio

What can agents do with it?

Position tracking

Summarize portfolio holdings and exposure.

Allocation review

Check concentration by asset, sector, or theme.

Live P&L

Estimate current profit and loss from market data.

Rebalance notes

Flag positions that need review.

Usage

# Create a new portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" create "My Portfolio"

# Add a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add AAPL --quantity 10 --cost 150
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" add BTC-USD --quantity 0.5 --cost 40000

# Show portfolio with live P&L
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" show --portfolio "My Portfolio"

# Update a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" update AAPL --quantity 15 --cost 160

# Remove a position
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" remove AAPL

# List all portfolios
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" list

# Rename a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" rename "My Portfolio" "Tech Holdings"

# Delete a portfolio
python3 "${CLAUDE_PLUGIN_ROOT}/skills/stock-portfolio/scripts/portfolio.py" delete "Old Portfolio"

Actions

Action	Description
create NAME	Create a new portfolio
list	List all portfolios
show	Show portfolio summary with live P&L
add TICKER	Add position with --quantity and --cost
update TICKER	Update position quantity/cost
remove TICKER	Remove position from portfolio
rename OLD NEW	Rename a portfolio
delete NAME	Delete a portfolio

Data Storage

Portfolio data is stored in ${CLAUDE_PLUGIN_DATA}/portfolios.json for persistence across sessions.

NOT FINANCIAL ADVICE. For informational purposes only.

Get started

1. Sign up at aisa.one (new accounts start with $2 free credit).
2. Generate an API key from the console.
3. Set your key and install the skill:
   export AISA_API_KEY="your-key"
   npm install -g @aisa-one/cli
   aisa skills install stock-portfolio
   
4. Start a new agent session so the runtime loads the updated skill instructions.

Related

Watchlist Management

Track targets and alert checks.

Stock & Crypto Analysis

Analyze individual holdings.

AIsa Market

Market data for portfolio review.