investment-portfolio
OfficialTrack investments with holdings and P/L.
AuthorSJTU-IPADS
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Investment portfolio management is time-consuming; this Skill tracks holdings with buy prices, current values, P/L, allocations, and risk insights for stocks, crypto, and other assets.
Core Features & Use Cases
- Investment portfolio tracker — record holdings with buy prices, track performance and P/L, view allocation charts, analyze risk, calculate DCA, manage dividends, rebalance to targets, compare assets, and view sector breakdown. All data stored locally in JSONL format.
- Core actions include add, remove, update, list, summary, allocation, performance, risk, rebalance, dca, dividend, compare, sectors, export, and history for end-to-end portfolio management.
Quick Start
Add a position with a ticker, shares, and purchase price, then generate a summary of value and performance.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: investment-portfolio Download link: https://github.com/SJTU-IPADS/SkVM-data/archive/main.zip#investment-portfolio Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.