skills.rest
akbarmridho
akbarmridhoCOMMUNITY
Explore all skills by this author →
GitHub

portfolio-management

Structure trading plans, position tracking, and session logs in memory paths.

1|Updated Aug 24, 2025
Search Tags:#planning#memory#portfolio#risk-management#trading#watchlist
One-click install
npx skills add https://github.com/akbarmridho/personal-server --skill portfolio-management
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-management
Source: https://github.com/akbarmridho/personal-server/tree/main/apps/vibe-investor/.opencode/skills/portfolio-management
Command: npx skills add https://github.com/akbarmridho/personal-server --skill portfolio-management

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill provides a structured framework to organize trading plans, track positions, and log sessions, reducing manual planning and cognitive load.

Core Features & Use Cases

  • Structured trading plans with thesis, risk, and targets stored in memory/symbols.
  • Memory-backed notes for positions (memory/notes/portfolio.md) and watchlists with triggers.
  • Built-in rules (50:30:10, 1% risk per trade, stop-loss frameworks) to enforce disciplined capital management.
  • Session logging and weekly/monthly reviews to monitor progress and adjust strategy.

Quick Start

Example: Create a new trading plan for AAPL in memory/symbols/AAPL.md with an initial thesis, risk parameters, and entry/exit rules.

Frequently Asked Questions about portfolio-management

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

FAQPage Schema
How do I systematize trading plans and position tracking to reduce manual planning?▼

It enforces disciplined capital management through built-in rules like the 50:30:10 allocation, 1% risk per trade, and stop-loss frameworks. These standardized templates ensure consistent risk sizing across daily to long-term horizons.

Can I use this portfolio management framework for a small trading team?▼

To create a trading plan, you structure your initial thesis, risk parameters, and entry/exit rules into a standardized template stored in memory paths. This enforces consistent position tracking and escalation of exits across your portfolio.

What's the best way to log trading sessions and monitor portfolio progress?▼

The best way is to use built-in session logging alongside weekly and monthly review templates. This allows you to monitor progress, adjust strategies, and maintain memory-backed notes for positions and watchlists.

Does this trading plan template support watchlists with specific entry triggers?▼

Yes, it supports memory-backed watchlists that include specific triggers for entries. These watchlists are stored alongside position notes and trading plans to maintain a cohesive portfolio management workflow.

Related Skills

Explore More Finance & Accounting Skills→
agiprolabsagiprolabs
266

strategy-framework

Define and document trading strategies with standardized sections for rules and risk.

Community
Advanced
readtheskillreadtheskill
3

crypto-com-agent

Execute buy, sell, and swap trading operations on the Crypto.com API.

Official
Advanced
alsk1992alsk1992
650

positions

Automate stop-loss, take-profit, and trailing stop orders for trading positions.

Community
Advanced
ratbaseratbase

crypto-quant-trader

Analyze cryptocurrency markets and develop quantitative trading strategies with risk management.

Official
Advanced