portfolio_editor

What problem does it solve?

This Skill enables users to manage portfolio holdings by natural-language instructions or daily position screenshots, updating portfolio_state.json and portfolio_state_previous.json while clarifying provider support and downstream workflow impact.

Core Features & Use Cases

• Add, update, remove, sync_snapshot, or reset_portfolio actions driven by user commands or daily snapshots.
• Extract and validate asset information from input data, including name, category, asset_type, symbol, value, shares, average_cost, and profit, and handle optional theme.
• Produce updated portfolio_state.json and, when performing a full snapshot sync, archive the previous state to portfolio_state_previous.json and surface missing-field reports and downstream implications.

Quick Start

Add a new fund holding by specifying the fund name, symbol, and shares to update the portfolio.