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portfolio

Open and validate the Portfolio Monitor dashboard and API endpoints on localhost:8000.

Updated Aug 23, 2026
Search Tags:#api#dashboard#portfolio#server#holdings#monitor#uvicorn
One-click install
npx skills add https://github.com/robinlllll/claude-code-skills --skill portfolio-robinlllll
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio
Source: https://github.com/robinlllll/claude-code-skills/tree/main/portfolio
Command: npx skills add https://github.com/robinlllll/claude-code-skills --skill portfolio-robinlllll

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Portfolio Monitor streamlines the process of accessing and validating the portfolio dashboard to view positions, trades, and holdings, reducing manual navigation and checks.

Core Features & Use Cases

  • Open the Portfolio Monitor web dashboard to view current positions, trades, and holdings.
  • Start the local server if it's not running, and refresh data via the API.
  • Switch between tabs (trades, holdings) and verify real-time information for portfolio analysis.

Quick Start

Open the Portfolio Monitor dashboard and confirm it loads at http://localhost:8000.

Frequently Asked Questions about portfolio

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

FAQPage Schema
How do I monitor my portfolio dashboard and API endpoints in a local development environment?▼

To monitor your portfolio dashboard, you need a local server running on port 8000 with API endpoints at /api. This Skill opens the dashboard, validates data endpoints, and enables rapid oversight of current holdings, positions, and trades.

What is the process to start the server and refresh portfolio data via the API?▼

Refreshing portfolio data via the API involves starting the local server if it is not running, triggering a data refresh through the /api endpoints, and navigating to specific views like trades or holdings to verify real-time information.

Does this portfolio monitoring tool require uvicorn or specific local server configurations?▼

The portfolio monitoring tool requires a local server hosted on port 8000. It relies on the API at /api endpoints to relay current holdings, positions, and trades data for validation and dashboard loading.

Can I navigate to specific tabs like trades and holdings automatically when viewing the portfolio dashboard?▼

Yes, you can navigate to specific tabs like trades and holdings automatically. The Skill switches between these views on the Portfolio Monitor dashboard to verify real-time information for portfolio analysis.

Why is my portfolio dashboard not loading when I try to open it locally?▼

Your portfolio dashboard might not load if the local server is not running on port 8000. This Skill can start the server automatically and validates the dashboard and /api endpoints to ensure data loads correctly.

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