portfolio_editor

Name: portfolio_editor
Availability: InStock
Author: andy-hnu

Convert natural-language instructions and screenshots into structured portfolio_state.json updates.

Updated Mar 9, 2026

Search Tags:#screenshots #validation #json #portfolio #holdings #natural-language

Ready to run

npx skills add https://github.com/Andy-HNU/AndyClaw --skill portfolio-editor

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: portfolio_editor
Source: https://github.com/Andy-HNU/AndyClaw/tree/main/projects/investment/skills/portfolio_editor
Command: npx skills add https://github.com/Andy-HNU/AndyClaw --skill portfolio-editor

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about portfolio_editor

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

FAQPage Schema

How do I update portfolio holdings from natural language instructions?▼

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.

Can I sync my portfolio state from daily position screenshots?▼

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.

What asset data is required when adding a new fund holding to portfolio_state.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.

How does snapshot validation handle missing fields in portfolio screenshots?▼

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.

When should I reset my portfolio state instead of removing individual holdings?▼

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.