skills.rest
kouko
koukoCOMMUNITY
Explore all skills by this author →
GitHub

invest-portfolio

Parse holdings and compute portfolio P&L with live prices from yfinance and FinMind.

6|1|Updated Apr 2, 2026
Search Tags:#automation#portfolio#data-analysis#investing#yfinance#finmind
One-click install
npx skills add https://github.com/kouko/monkey-skills --skill invest-portfolio
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invest-portfolio
Source: https://github.com/kouko/monkey-skills/tree/main/investing-toolkit/skills/invest-portfolio
Command: npx skills add https://github.com/kouko/monkey-skills --skill invest-portfolio

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, yfinance, pandas, and includes scripts (resource) components.

What problem does it solve?

Parses holdings (CSV or inline list), fetches current prices via yfinance and FinMind, and computes position P&L and portfolio weights to enable informed rebalance decisions.

Core Features & Use Cases

  • Parses holdings inputs (CSV or inline) and fetches live price data for US and Taiwan markets.
  • Computes per-position and portfolio-level metrics (value, cost, P&L, weights, concentration) and overlays macro regime context.
  • Delegates to domain-teams:investing-team Portfolio Review workflow for rebalance recommendations and Kelly-based sizing.

Quick Start

Input holdings as CSV or inline list and run the portfolio review to generate rebalance recommendations.

Frequently Asked Questions about invest-portfolio

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate portfolio P&L and weights for US and Taiwan stocks?▼

To calculate portfolio P&L and weights, you can parse inline holdings lists or CSV files and fetch live prices via yfinance for US markets and FinMind for Taiwan markets, computing per-position metrics and overall concentration automatically.

Can I use yfinance and FinMind together to fetch cross-market stock prices?▼

Yes, you can fetch cross-market stock prices using yfinance for US tickers and FinMind for Taiwan tickers within the same portfolio review, caching datasets to support multi-market data retrieval and post-processing.

What is the best way to get rebalance recommendations for my current holdings?▼

To get rebalance recommendations, you compute a live portfolio snapshot of your holdings and delegate the investment thesis and Kelly-based sizing decisions to a specialized domain-teams:investing-team workflow.

Does portfolio rebalancing work with inline lists or do I need a CSV file?▼

Portfolio rebalancing works with both inline lists and CSV files, parsing your holdings to calculate cost, value, P&L, and weights while overlaying macro regime context before delegating rebalance guidance.

How do I overlay macro regime context onto my investment portfolio data?▼

You overlay macro regime context onto your investment portfolio data by computing a live snapshot of your positions, fetching current prices, and evaluating concentration metrics before generating rebalance recommendations.

What data do I need to provide to generate Kelly-based sizing for my portfolio?▼

To generate Kelly-based sizing, you need to provide your holdings data as a CSV or inline list, which the workflow parses to fetch current prices and calculate portfolio weights before delegating sizing decisions.

Related Skills

Explore More Finance & Accounting Skills→
perlowjaperlowja
9

investorclaw

Analyze FINOS CDM 5.x portfolios into holdings snapshots and structured JSON.

Community
Advanced
koukokouko
6

investment-memo-writer

Orchestrates end-to-end investment memo generation from market and company data.

Community
Advanced
bbartlingbbartling
157

engine-pandas-fdd

Evaluate YAML-defined fault detection rules on pandas DataFrames.

Community
Intermediate
OpenSuckerOpenSucker
15

akshare

Retrieve financial market data for stocks, macroeconomics, futures, and forex.

Official
Basic