skills.rest
bogheorghiu
bogheorghiuCOMMUNITY
Explore all skills by this author →
GitHub

portfolio-reader

Read and analyze local portfolio snapshots from multiple brokers into a unified view.

Updated Aug 27, 2026
Search Tags:#analysis#portfolio#broker#allocation#p&l#sector#historical
One-click install
npx skills add https://github.com/bogheorghiu/ex-cog --skill portfolio-reader
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-reader
Source: https://github.com/bogheorghiu/ex-cog/tree/main/research-toolkit/skills/portfolio-reader
Command: npx skills add https://github.com/bogheorghiu/ex-cog --skill portfolio-reader

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reading and consolidating local portfolio snapshots from multiple brokers to provide a single, up-to-date view of holdings and performance.

Core Features & Use Cases

  • Unified portfolio view across all brokers, with total value and per-position details
  • Sector and geographic allocation analysis to assess concentration risk
  • P&L tracking, historical comparison, and performance insights
  • Cross-reference with macro-monitor data and STONK analyses to inform risk decisions

Quick Start

Run the portfolio reader against your latest local snapshots to generate a unified view of your holdings.

Frequently Asked Questions about portfolio-reader

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

FAQPage Schema
How do I consolidate portfolio snapshots from multiple brokers into a single view?▼

Cross-broker portfolio analysis tracks P&L, sector and geographic allocation, and historical trends by normalizing local portfolio snapshots, allowing you to assess concentration risk across all accounts.

How do I analyze sector allocation and P&L across different brokerage accounts?▼

Cross-broker portfolio analysis tracks P&L, sector and geographic allocation, and historical trends by normalizing local portfolio snapshots, allowing you to assess concentration risk across all accounts.

Can I cross-reference my portfolio holdings with macro-monitor data and STONK analyses?▼

Yes, you can cross-reference unified portfolio holdings with macro-monitor data and STONK analyses to inform risk decisions and contextualize your positions within broader market trends.

What is the best way to track historical performance trends across multiple brokers?▼

The best way to track historical performance trends is by reading local portfolio snapshots to extract per-position and summary data, enabling historical comparison and performance insights across brokers.

Do I need live API connections to analyze my portfolio allocation across brokers?▼

No, you do not need live API connections; the analysis operates on local portfolio snapshots from configured brokers to provide an up-to-date unified view of holdings and performance.

How do I normalize per-position data from different brokers for comparison?▼

You normalize per-position data by reading local portfolio snapshots from configured brokers, satisfying data normalization to extract per-position and summary data for a unified cross-account view.

Related Skills

Explore More Finance & Accounting Skills→
taracodlabstaracodlabs
779

archon-bridge

Aggregate and normalize portfolio data and route orders across Zerodha Kite, Upstox, and Angel One.

Official
Advanced
ccfccf

risk-metrics-calculation

Compute VaR, CVaR, drawdown, and risk-adjusted returns from pandas return series.

Community
Intermediate
yuping322yuping322
20

hsgt-holdings-monitor

Monitor Shanghai-Hong Kong Stock Connect northbound holdings and concentration risk.

Community
Advanced
smith6jt-copsmith6jt-cop
3

dashboard-pnl-visualization

Visualize realized and unrealized P&L with cost accounting for Python trading dashboards.

Community
Intermediate