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maminul007
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position-check

Query executor service APIs to review trading positions and calculate risk metrics.

Updated Aug 27, 2026
Search Tags:#risk management#portfolio#reconciliation#trading#positions#exposure
One-click install
npx skills add https://github.com/maminul007/trading-platform --skill position-check
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: position-check
Source: https://github.com/maminul007/trading-platform/tree/main/.claude/skills/position-check
Command: npx skills add https://github.com/maminul007/trading-platform --skill position-check

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps traders and portfolio managers quickly understand their current trading positions, overall exposure, and portfolio allocation, enabling better risk management and decision-making.

Core Features & Use Cases

  • Position Summary: View open positions with key metrics like quantity, cost, current value, and P&L.
  • Detailed Analysis: Get an in-depth look at all positions, including historical data, or specific symbol details.
  • Reconciliation: Automatically compare internal records with broker data to identify discrepancies.
  • Exposure Breakdown: Analyze sector exposure, long/short ratios, concentration, and Value at Risk (VaR).
  • Use Case: A trader can use this skill to get a quick summary of their open trades at the end of the day, or to reconcile their positions against their broker's statement before the market opens.

Quick Start

Run the position-check skill to see a summary of your current open positions.

Frequently Asked Questions about position-check

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

FAQPage Schema
How do I review my current trading positions and portfolio exposure?▼

To review trading positions and exposure, query the executor service APIs for position data to view open trades, calculate cost, current value, and P&L. This provides a quick summary of your portfolio allocation and risk metrics.

What risk metrics are available for portfolio exposure analysis?▼

Portfolio exposure analysis calculates risk metrics including sector exposure, long/short ratios, concentration levels, and Value at Risk (VaR). These metrics help assess overall portfolio risk and allocation distribution across different positions.

How do I filter trading positions for detailed analysis or specific symbols?▼

Filter trading positions for detailed analysis by passing specific arguments when querying the executor service APIs. This allows you to view in-depth historical data, specific symbol details, or targeted portfolio allocation subsets.

Can I get an in-depth look at all positions including historical data?▼

Yes, you can get an in-depth look at all positions including historical data by querying the executor service APIs. This detailed view provides comprehensive trading records, specific symbol details, and historical portfolio allocation context.

When do I need to perform position reconciliation with broker data?▼

Position reconciliation with broker data is needed when verifying internal trading records against external statements to identify discrepancies. Traders typically perform this check before market open to ensure portfolio exposure and open trades are accurate.

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