Aggregate Webull brokerage holdings into a local Hono-based dashboard.
npx skills add https://github.com/mr-kelly/skills --skill kelly-invest-webull
Please help me install this Agent Skill. Skill: kelly-invest-webull Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-invest-webull Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-invest-webull
This skill provides a secure, local-first dashboard to monitor Webull brokerage accounts without the risks associated with cloud-based tracking or manual spreadsheet updates.
Invoke the kelly-invest-webull skill to launch the local dashboard and review your current portfolio holdings.
High-intent search queries and answers about installing and using this skill.
You can monitor your Webull portfolio locally by running a read-only dashboard that aggregates your holdings, cash, and margin data on your machine. This local-first approach ensures your financial data is never exposed to third-party web services.
Yes, you can track multiple Webull accounts in a single view. The dashboard consolidates holdings, cash, and margin data across different accounts, providing a unified view of your total market value and asset allocation.
Yes, the portfolio dashboard supports stock, ETF, and crypto positions. It tracks unrealized P/L, day changes, and asset allocation across these asset types using visual donut charts and sortable tables.
You can analyze asset allocation by viewing the visual donut charts and sortable tables provided by the local dashboard. This allows you to check your current allocation against targets and inspect specific position details securely.
Yes, the dashboard implements a local Hono-based server architecture to ensure all financial data remains on your machine. This setup provides a secure environment for aggregating your personal Webull brokerage holdings.
The best way to securely track unrealized P/L is using a local, read-only dashboard that keeps all financial data on your machine. This avoids the risks of cloud-based tracking or manual spreadsheet updates while monitoring performance.
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