portfolio_editor

To update portfolio holdings from natural language, specify the action such as add, update, or remove along with asset details like name, symbol, and shares. The Skill processes these instructions to generate an updated portfolio_state.json file reflecting your changes.

Yes, you can sync your portfolio state from daily position screenshots. The Skill extracts and validates asset information including value, shares, and profit from the screenshots to perform a full snapshot sync, archiving the previous state to portfolio_state_previous.json.

Required asset data for adding a new fund holding to portfolio_state.json includes the asset name, category, asset_type, symbol, value, shares, average_cost, and profit. The Skill validates these fields and reports any missing information during the update.

During snapshot validation, the Skill extracts asset data from screenshots and reports any missing fields. It clarifies asset types and data requirements, ensuring the resulting portfolio_state.json accurately reflects available information while surfacing downstream workflow implications.

You should reset your portfolio state when you need to clear the entire portfolio_state.json and start fresh, rather than removing individual holdings. This action handles provider support notes and downstream workflow implications across test and production contexts.