investment

Coordinate transaction logging,盈亏(P&L) calculation, and research indexing across multiple sources.

Updated Feb 26, 2026
One-click install
npx skills add https://github.com/coderfengyun/digital-brain-of-me --skill investment
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment
Source: https://github.com/coderfengyun/digital-brain-of-me/tree/main/.agents/skills/investment
Command: npx skills add https://github.com/coderfengyun/digital-brain-of-me --skill investment

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python-binance, python-dotenv, futu-api, and includes scripts (resource) and references (resource) components.

What problem does it solve?

个人投资知识管理中,交易日志难以统一、盈亏计算分散、投研作者索引不集中,导致信息碎片化与重复数据。

Core Features & Use Cases

  • 交易日志管理:集中记录买卖、价格、币种、日期等信息,支持从多来源导入。
  • 盈亏与作者索引:自动计算已实现盈亏与浮动盈亏,维护投研作者的索引和所写内容的链接。
  • 数据导入与整合:从币安、富途、招商证券等平台导入交易记录,生成统一的交易日志和研究材料。
  • Use Case: 将日常交易与研究笔记绑定,快速构建个人投资组合画布并追踪作者观点。

Quick Start

直接导入最新交易并生成第一份盈亏报告,以查看已实现与浮动盈亏的初步状态。

Frequently Asked Questions about investment

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

FAQPage Schema
How do I consolidate trading logs and calculate P&L from Binance and Futu?

Consolidating trading logs and calculating P&L from Binance and Futu involves importing broker transaction records into a unified system. The Skill automates daily trade logging, updates realized and floating P&L, and generates unified investment reports across multiple platforms.

What is the best way to manage investment research notes and author indexing?

Managing investment research notes and author indexing requires linking research authors to their written content and reports. This Skill maintains a centralized author index, binding daily trades to research notes to quickly build a personal investment portfolio canvas and track author viewpoints.

Can I import broker data from multiple sources like Binance and Futu into one investment log?

Yes, you can import broker data from multiple sources like Binance, Futu, and China Merchants Securities into one investment log. It uses python-binance, futu-api, and python-dotenv dependencies to integrate trading records and generate unified transaction logs and research materials.

How to calculate realized and floating P&L for a personal investment portfolio?

Calculating realized and floating P&L for a personal investment portfolio is done by applying automated P&L computation to imported transaction data. The Skill processes buy and sell actions, prices, currencies, and dates to output an initial status report of realized and unrealized gains.

Do I need python-binance and futu-api to track daily trades and generate P&L reports?

You need python-binance and futu-api dependencies to track daily trades and generate P&L reports if importing data directly from those specific platforms. The Skill relies on these libraries alongside python-dotenv to automate transaction logging and coordinate P&L calculation across sources.