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Seth090502
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networth

Calculate portfolio value and allocation using live market prices.

Updated Jun 13, 2026
Search Tags:#financial analysis#portfolio reporting#portfolio tracking#portfolio valuation#live market data
One-click install
npx skills add https://github.com/Seth090502/osanwe-public --skill networth
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: networth
Source: https://github.com/Seth090502/osanwe-public/tree/main/.claude/skills/networth
Command: npx skills add https://github.com/Seth090502/osanwe-public --skill networth

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires price-fetcher, mcp__robinhood-trading__get_equity_positions, mcp__robinhood-trading__get_portfolio, and includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about networth

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

FAQPage Schema
How do I calculate portfolio value using live market data?▼

A portfolio snapshot is a detailed report of total brokerage value, IRA value, cash positions, and allocation. It is needed after price-moving events or before significant investment decisions to ensure accurate portfolio health review.

Can I track allocation and thesis exposure across my Robinhood positions?▼

The Skill uses Robinhood trading integrations to read equity positions and portfolio data. It fetches live quotes via a script execution process, then calculates current portfolio value and allocations based on share counts and market prices.

What's the best way to automate portfolio tracking after market events?▼

Yes, generating a portfolio snapshot for today's date is the quick start method. It triggers the price-fetching script, calculates current values based on live market data, and writes a dated snapshot for comprehensive review.

Does portfolio valuation require script execution to fetch current quotes?▼

The main limitation is the dependency on live market data and connected brokerage accounts. If the price-fetching script cannot retrieve current quotes or account positions, the portfolio valuation and allocation calculations cannot be generated.

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