skills.rest
marketcalls
marketcallsCOMMUNITY
Explore all skills by this author →
Website𝕏@marketcallsHQGitHub

portfolio

Consolidate funds, positions, holdings, orders, trades, and margin data via the OpenAlgo API.

2|5|Updated Jan 4, 2026
Search Tags:#portfolio#risk-management#holdings#positions#funds#margin#openalgo
One-click install
npx skills add https://github.com/marketcalls/openalgo-claude-plugin --skill portfolio-marketcalls
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/marketcalls/openalgo-claude-plugin/tree/main/plugins/openalgo-python/skills/portfolio
Command: npx skills add https://github.com/marketcalls/openalgo-claude-plugin --skill portfolio-marketcalls

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openalgo, and includes scripts (resource) components.

What problem does it solve?

Streamlines portfolio oversight by consolidating funds, positions, holdings, orders, trades, and margin data into a single, auditable view, reducing manual tracking and decision latency.

Core Features & Use Cases

  • Real-time visibility into funds, positions, holdings, and the order/trade book to assess portfolio health.
  • Margin calculation and risk checks for single and multi-leg strategies to plan trades confidently.
  • End-to-end portfolio patterns and quick summaries (analyzer mode, daily P&L, risk limits, and portfolio snapshots) for proactive portfolio management.

Quick Start

Ask Claude to display my complete portfolio summary including funds, positions, holdings, orders, and margin details.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I consolidate OpenAlgo portfolio holdings and positions into a single view?▼

Portfolio oversight consolidates OpenAlgo holdings, positions, funds, and order books into a single auditable view, reducing manual tracking and decision latency across multiple symbols and exchanges.

Can I perform margin calculation and risk checks for multi-leg strategies using OpenAlgo?▼

Margin calculation and risk checks support single and multi-leg strategies via the OpenAlgo API, enabling confident trade planning and proactive portfolio management across various symbols.

What is the best way to monitor real-time funds and daily P&L for OpenAlgo positions?▼

Real-time portfolio monitoring exposes funds, positions, holdings, and trade books through the OpenAlgo API, providing quick summaries like daily P&L and portfolio snapshots for analysis.

Do I need the OpenAlgo API to track order books and end-of-day reconciliation?▼

OpenAlgo is a required dependency to track order books, trade books, and perform end-of-day reconciliation, as the Skill relies entirely on the OpenAlgo API to fetch and consolidate portfolio data.

Does OpenAlgo portfolio management work across multiple symbols and exchanges?▼

Portfolio management supports scenarios across multiple symbols and exchanges, consolidating holdings and margin data for comprehensive risk checks and real-time portfolio health assessment.

Related Skills

Explore More Finance & Accounting Skills→
thoeltigthoeltig

managing-mcps

Manage MCP servers across creation, analysis, improvement, and configuration.

Community
Advanced
guideopsguideops

trading-journal

Automate trade logging, P&L calculation, and performance reporting for traders.

Community
Intermediate
sayujks0071sayujks0071
1

trading-strategy-development

Implement OpenAlgo trading strategies with risk management and backtesting scaffolding.

Community
Advanced
Bennel-WangBennel-Wang

mx-moni

Automates simulated stock trading and portfolio management via a configurable API endpoint.

Community
Advanced