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rgbussell
rgbussellCOMMUNITY
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portfolio-analyzer

Analyze Fidelity and Tastytrade CSV exports to compute positions and risk metrics.

Updated Aug 23, 2026
Search Tags:#analysis#visualization#portfolio#risk#portfolio-reporting#Greeks
One-click install
npx skills add https://github.com/rgbussell/pine_scripts --skill portfolio-analyzer-rgbussell
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-analyzer
Source: https://github.com/rgbussell/pine_scripts/tree/main/.claude/skills/portfolio-analyzer
Command: npx skills add https://github.com/rgbussell/pine_scripts --skill portfolio-analyzer-rgbussell

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill analyzes Fidelity and Tastytrade CSV exports to compute positions, risk metrics, and performance insights, helping you understand your portfolio quickly and confidently.

Core Features & Use Cases

  • Cross-broker parsing: Reads Fidelity and Tastytrade data and harmonizes fields.
  • Risk and performance metrics: Computes position sizing, Greeks exposure, and strategy detection.
  • Visualization hooks: Works with PlotPositions to generate charts and reports.

Quick Start

From the project root: PYTHONPATH=src python src/PlotPositions.py Or navigate to the Skill directory and run: PYTHONPATH=src python .claude/skills/portfolio-analyzer/src/PlotPositions.py