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portfolio-tracker

Track investment portfolios with manual price updates and historical records.

Updated May 9, 2026
Search Tags:#portfolio tracking#investment management#monthly review#price updates#conviction-based sizing
One-click install
npx skills add https://github.com/LuminaVault/LuminaVaultServer --skill portfolio-tracker-luminavault
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portfolio-tracker
Source: https://github.com/LuminaVault/LuminaVaultServer/tree/main/Sources/App/Resources/Skills/stock-trading/references/portfolio-tracker
Command: npx skills add https://github.com/LuminaVault/LuminaVaultServer --skill portfolio-tracker-luminavault

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill provides systematic personal portfolio tracking, addressing the challenges of manual price updates, thesis validation, and structured monthly reviews.

Core Features & Use Cases

  • Manual Price Updates: Tracks holdings with manual price updates from broker statements.
  • Conviction-Based Position Sizing: Enables conviction-based position sizing and structured monthly reviews.
  • Snapshot/History Maintenance: Maintains snapshot and history of portfolio performance over time.
  • Rebalancing Checklists: Offers rebalancing checklists for disciplined investment management.
  • Use Case: For active investors seeking systematic decision-making and managing their portfolio with minimal emotional reactions.

Quick Start

Use the portfolio-tracker skill to update prices and view a summary of your portfolio.

Frequently Asked Questions about portfolio-tracker

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

FAQPage Schema
How do I track my investment portfolio with manual price updates from broker statements?▼

To track your investment portfolio with manual price updates, you enter broker statement prices into CSV files. The skill processes these updates using Python scripts to maintain a historical record and generate structured performance reviews.

What is conviction-based position sizing and how does it help with portfolio rebalancing?▼

Conviction-based position sizing adjusts holding weights according to your investment confidence. The portfolio tracker integrates this into structured monthly reviews and rebalancing checklists, enabling disciplined decision-making with minimal emotional reactions.

Do I need Python and pandas to run this portfolio tracking system?▼

Yes, you need Python with pandas and numpy installed to run this portfolio tracking system. The skill relies on Python scripts for data processing and requires CSV files for entering manual price updates.

Can I maintain a historical snapshot of my portfolio performance over time using CSV files?▼

Yes, you can maintain a historical snapshot of portfolio performance over time using CSV files. The system stores manual price updates as historical records, allowing you to track portfolio performance systematically across monthly reviews.

What's the best way to manage monthly portfolio reviews for active investors?▼

The best way to manage monthly portfolio reviews for active investors is through structured checklists. This skill provides rebalancing checklists and thesis validation tools, supporting systematic decision-making and disciplined investment management.

When should I not use manual price updates for investment management?▼

You should avoid manual price updates for investment management if you require automated real-time market data feeds. This system is designed for active investors who prefer disciplined, conviction-based tracking using broker statement data.

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