portfolio-reader
CommunityUnify and analyze your portfolios across brokers.
Authorbogheorghiu
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portfolio-reader Download link: https://github.com/bogheorghiu/ex-cog/archive/main.zip#portfolio-reader Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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