networth
CommunityStreamline portfolio tracking with precise value and allocation calculations.
Finance & Accounting#financial analysis#portfolio reporting#portfolio tracking#portfolio valuation#live market data
AuthorSeth090502
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the process of tracking portfolio value, including calculating and reporting on investment positions, allocation, and thesis exposure, thus saving time and ensuring accuracy.
Core Features & Use Cases
- Portfolio Snapshot: Provides a detailed and live portfolio snapshot post price-moving events, after deployment decisions, or upon other trigger events.
- Live Prices Calculation: Calculates current portfolio value using live prices and writes a dated snapshot.
- Holding and Price Fetching: Reads holding information and fetches current quotes to calculate total value and allocation.
- Output: Generates a comprehensive report detailing total brokerage value, total IRA value, cash positions, and thesis and account allocations.
- Use Case: Ideal for investors who want to quickly and accurately review their portfolio health in response to market events or before significant decisions.
Quick Start
Generate a portfolio snapshot for today's date.
Dependency Matrix
Required Modules
price-fetchermcp__robinhood-trading__get_equity_positionsmcp__robinhood-trading__get_portfolio
Components
scriptsreferences
💻 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: networth Download link: https://github.com/Seth090502/osanwe-public/archive/main.zip#networth 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 620,000+ vetted skills library on demand.