stock-portfolio

Portfolio Management — AIsa Edition

Manage investment portfolios with live P&L tracking using the AIsa API.

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.