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

npx skills

npx skills add AIsa-team/agent-skills --skill stock-portfolio

Start a new agent session after installing so the skill loads.

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 and create an API key in the console.
2. Set it in your shell: export AISA_API_KEY="your-key".
3. Install the skill with one of the commands under Install, then start a new agent session.

Related

Watchlist Management

Track targets and alert checks.

Stock & Crypto Analysis

Analyze individual holdings.

AIsa Market

Market data for portfolio review.